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Institutional Fixed Income Sales Jobs in Wisconsin

Santander

CIB Markets Fixed Income, Analyst

Madison, WI · On-site

$110K - $135K/yr

CIB Markets Fixed Income, Analyst Country: United States of America It Starts Here: Santander is a ... Structured Notes Sales * Whole Loans Transaction Management * PDM Structured Finance * US ...

Baird

Sr Portfolio Manager- Trust

Milwaukee, WI · On-site

Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...

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Institutional Fixed Income Sales information

How do professionals in Institutional Fixed Income Sales typically collaborate with traders and research analysts to serve clients?

In Institutional Fixed Income Sales, professionals work closely with both traders and research analysts to deliver tailored solutions to clients. Sales teams communicate client investment needs and market sentiment to traders, who then help execute trades or suggest optimal strategies. Collaboration with research analysts is frequent, as they provide in-depth market insights and product knowledge that sales professionals use to inform clients and recommend suitable fixed income products. This teamwork ensures clients receive informed advice, competitive pricing, and timely execution, all of which are essential for building long-term relationships in the institutional market.

What are the key skills and qualifications needed to thrive as an Institutional Fixed Income Sales professional, and why are they important?

To thrive as an Institutional Fixed Income Sales professional, you need a deep understanding of fixed income products, financial markets, and strong quantitative analysis skills, often backed by a degree in finance or economics. Familiarity with Bloomberg terminals, CRM systems, and relevant regulatory certifications like FINRA Series 7 and 63 is typically required. Exceptional relationship-building, communication, and negotiation skills help you stand out in building and maintaining client trust. These skills are critical for providing tailored investment solutions, meeting client needs, and driving revenue growth in a highly competitive market.

What is Institutional Fixed Income Sales?

Institutional Fixed Income Sales involves professionals who help large clients, such as pension funds, insurance companies, and asset managers, buy and sell fixed income securities like bonds and treasuries. These salespeople build relationships with institutional investors, provide market insights, and facilitate transactions to meet their clients' investment needs. The role requires in-depth knowledge of financial markets, strong communication skills, and an understanding of both the products and client strategies.
What are popular job titles related to Institutional Fixed Income Sales jobs in Wisconsin? For Institutional Fixed Income Sales jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Institutional Fixed Income Sales jobs in Wisconsin look for? The top searched job categories for Institutional Fixed Income Sales jobs in Wisconsin are:
What cities in Wisconsin are hiring for Institutional Fixed Income Sales jobs? Cities in Wisconsin with the most Institutional Fixed Income Sales job openings:
Institutional Fixed Income Sales jobs near you
Infographic showing various Institutional Fixed Income Sales job openings in Wisconsin as of July 2026, with employment types broken down into 77% Full Time, 10% Part Time, 2% Temporary, and 11% Contract. Highlights an 87% In-person, 2% Hybrid, and 11% Remote job distribution.

Senior Compliance Officer - Institutional Fixed Income

Robert W Baird & Co

Milwaukee, WI • Hybrid

Full-time

Re-posted yesterday

Job description

About the Role:

We are seeking a seasoned Senior Compliance Officer - Institutional Fixed Income to serve as a strategic partner to our Institutional Fixed Income Broker Dealer Capital Markets businesses. This is an opportunity to play a key advisory role at the intersection of business and regulation, influencing complex trading and capital markets activity while helping shape a best-in-class compliance program. In this role, you will lead the development, implementation, and ongoing enhancement of policies and procedures, while providing expert regulatory guidance to ensure alignment with SEC, FINRA, and MSRB requirements. This position offers broad exposure across institutional trading, sales, underwriting, and research activities spanning corporate, municipal, government agency, and asset-backed securities.

This position offers flexibility with 3 days per week in our Milwaukee office and 2 days remote.

The Impact You'll Make:

  • Serve as a trusted advisor and primary escalation point for senior business leaders on fixed income sales and trading regulatory and supervisory matters

  • Research, analyze, and interpret complex regulatory rule releases, regulatory notices, and disciplinary actions and serve as an active participant on the firm's Regulatory Review Committee

  • Create, implement, maintain and test written supervisory procedure manuals, compliance unit manuals, and associate procedures covering fixed income business practices

  • Act as a key driver for SEC, FINRA, and MSRB examinations, regulatory inquiries, internal audits, and subpoena responses

  • Facilitate SEC and FINRA onsite and remote-based regulatory exams.

  • Design and enhance exceptionreporting logic to support effective supervisory oversight of business activities

  • Write Compliance Notes as needed to communicate new policies and procedures to associates

  • Develop and deliver ad hoc and annual training on regulatory requirements and business practice standards

  • Drive best execution oversight and serve on the firm's Fixed Income Best Execution Committee

What You'll Bring to Baird:

  • Strong judgment and ability to articulate regulatory risk and supervisory practices within the context of business practices

  • Excellent communication skills with the ability to effectively communicate orally or in writing with associates at all levels of the firm and with external regulators

  • Strong analytical, organizational, critical thinking, and problem-solving skills

  • Minimum 5 years' experience operating in highvolume, timesensitive trading environments

  • Bachelor's degree required

  • Securities Industry Essentials (SIE) Exam, Series 7, and Series 24 licenses required

  • Established record of effective business writing skills

  • Experience and comfort with analyzing complex data

  • Elevated level of curiosity and comfort with the unfamiliar or unknown.

  • Knowledge regarding FINRA Rules 2232, 2242, 5310 & 6730, and MSRB Rules G-14, G-15, G-18 & G-30

  • Experience withFINRA TRACE and MSRB RTRS data

  • Bloomberg and Tradeweb terminal skills

  • Ability to facilitate discussions across business, Legal, Compliance and Control Room functions

Compensation and Benefits:

  • Compensation and bonus are commensurate with experience, performance and/or firm profitability

  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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