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Company Name:
Approximate Salary:
Per Year
Chicago, Illinois
United States
Position type:
Full Time
Experience level:
Entry Level
Education level:
Bachelor's Degree

ACAT/Non-ACAT Manager (Milwaukee)


As an ACAT/Non-ACAT Manager, you will:
  • Drive operational planning to ensure that the operating unit is positioned to meet and exceed client needs relative to department activities.
  • Partner and actively interact with Operations leadership and technical lead colleagues as a productive and collaborative member of the Operations team.
  • Act as key influencer driving productivity, efficiency and effectiveness initiatives (PE&E).

What makes this opportunity great:
  • Opportunity to work with a team that supports the growth of our PWM business by ensuring a smooth account transfer process for our advisors and their clients.
  • Ability to actively participate in industry committees establishing a strong network and influencing decisions impacting the industry
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • Support and flexibility to grow and be your best at work, at home, and in the community

What we look for:
  • Bachelor's degree with 3-5 years of relevant experience and a proven track record with demonstrated advancement in leadership roles. Experience should cover multiple functions, preferably within a diversified financial services firm or financial services regulatory body and include extensive knowledge of policies and procedures in the client services business model.
  • Series 7 license required or willing to obtain within 120 days of hire.
  • Strong leadership skills including excellent interpersonal, negotiation and influencing skills leading to trusting relationships with business partners and their leadership team.

Who we are:
Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than $167 billion in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. Committed to being a great place to work, Baird ranked No. 4 on FORTUNE's 100 Best Companies to Work For in 2017, its fourteenth consecutive year on the list. To learn more about Baird's culture, click here.

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