Baird
Baird

45 Baird Branch Manager Jobs Hiring Near You

Senior Client Specialist

Portland, ME · On-site

$28.31 - $38/hr

... Baird's Corporate Resource Groups to provide the best wealth management solutions to clients ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...

Client Specialist

Denver, CO · On-site

$27.54 - $36.67/hr

Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...

Senior Client Specialist

Chicago, IL · On-site

$24.36 - $41.80/hr

... Baird's Corporate Resource Groups to provide the best wealth management solutions to clients ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...

... Baird's culture and the Operations mission and values statement by researching, resolving and ... Serve as first point of contact for situations within our branch network and Operations * Research ...

Showing results 41-45

Baird Jobs Information

Do workers at Baird get paid breaks?

Sometimes. Only some people get paid breaks.
38% of people say they don’t get paid breaks.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.

Does Baird pay people when they’re sick?

Yes. Most people get paid when they’re sick.
73% of people say they would get paid if they were sick but scheduled to work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.

Is the health insurance from Baird affordable enough for their workers?

Only some people say the health insurance costs are okay.
60% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between March 2025 and February 2026.

Do workers at Baird worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.

Do Baird workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
40% report that they don’t have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2025.

How easy is it to get time off at Baird?

Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.

Do Baird managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.

Do jobs at Baird spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
25% of people report that their job takes up time that they don’t get paid for.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.

How easy is it to take sick days at Baird?

Most people find it easy to take sick days.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.

Do people at Baird feel treated with respect by their managers?

Most people feel treated with respect by their managers.
80% of people say they’re treated with respect by their managers.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people at Baird get to take their breaks without interruption?

Most people get breaks without interruption.
89% of people report that they get to take their breaks without interruption.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and February 2026.

Is it stressful to work at Baird?

Most people feel stressed here.
73% of people say they often feel stressed at work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people at Baird enjoy their jobs?

Most people enjoy their job.
100% of people report they enjoy their job.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people at Baird recommend working with their team?

Only some people recommend working with their team.
45% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people get enough training when they start at Baird?

Most people got enough training when they started.
82% of people report they got enough training when they started working here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people get support to advance at Baird?

Most people are given support to advance their career here.
In the last year, 73% of people report being given support to advance their career here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people think Baird’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
64% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.

Do workers feel well informed about how Baird is doing?

Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.

What are the most popular categories at Baird?

Infographic showing various Branch Manager job openings at Baird in the United States as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 100% Physical job distribution.

Senior Client Specialist

Baird

Portland, ME • On-site

$28.31 - $38/hr

Full-time

Re-posted yesterday


Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


Job description

About the Role:
As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment.
Check out this video to learn more about the day in the life of our Senior Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
  • May schedule client appointments and/or conference room for appointments
  • Assemble/generate materials including paperwork and reports for client meetings
  • Understand and ensure business adherence with firm and financial industry regulatory policies
  • May manage FA and Team's social media presence (website, LinkedIn, X etc.)
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
  • Seek ways to enhance FA(s) business effectiveness and marketability
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities

What You'll Bring to Baird:
  • 5+ years of prior industry work experience
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses
  • Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
  • Excellent verbal and written communication skills
  • Detail oriented with an emphasis on accuracy
  • Critical thinking and proactive problem solving skills
  • Good analytical skills with ability to perform semi-advanced math
  • Understanding of compliance regulations including the client complaint process and correspondence policies
  • Bachelor's degree preferred, not required

Compensation and Benefits:
  • $28.31-$38.00 hourly rate
  • Bonus potential up to 10.5% of base pay
  • 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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