Teams at Baird

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage CRM and communications, process account transactions, assist with events and social media, and ensure regulatory compliance.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.