Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

Baird’s Institutional Equities business includes more than 200 professionals in research, sales and trading delivering high-quality, objective research in the sectors our clients seek timely, actionable insights. Our tenured research team delivers comprehensive, award winning coverage of 725+ stocks providing our sales and trading teams the opportunity to partner and create exceptional value for our clients.

Our Milwaukee sales team is seeking an Institutional Sales Professional who works well within a team, is entrepreneurial, highly driven and thrives in building relationships. This individual will collaborate and contribute within a tenured sales team with a primary focus on growing the business through building new and maintaining current client partnerships. This role provides exposure to a broad array of equity research and investment banking products which are marketed to the investment management, mutual fund, pension fund, and hedge fund communities.

As an Institutional Equity Sales Associate, you will:

  • Work in a client-first, team environment with a primary focus on building prospective and maintaining current client relationships

  • Build long term client partnerships by understanding client objectives to create customized advice for investment ideas

  • Drive greater client interactions by marketing Baird resources (research insights, analyst connections, and corporate introductions)

  • Proactive collaboration across the team and department to continue growing the business with an entrepreneurial approach

  • Internal teamwork across Equities, i.e. Trading, Research, Corporate Access, Investment Banking

  • Travel several times per month to client locations, hosting client meetings and client entertainment

What makes this opportunity great:

  • Baird offers a collaborative and flexible work culture with a 101 year history of financial strength and stability

  • Baird is honored to be on Fortune’s Best 100 Companies to Work list for 18 consecutive years

  • Recognized by Greenwich as No. 1 for Overall Sales, Corporate Access & Research for SMID Equities

  • The Baird Difference includes a commitment to Inclusion & Diversity driving the best outcomes for our clients, associates and communities

What we look for:

  • Bachelor’s Degree in Finance, Economics, Business, or related field, and a minimum two (2) years of experience in a professional industry

  • Series 7 and 66 are a plus or will be required within the first six months after start date

  • Exceptional communication skills - ability to effectively exchange information and influence others with a high level of professionalism

  • Strong analytical skills with the aptitude to absorb large amount of data and disseminate key points

  • Ability to work independently in a fast-paced team environment with minimal supervision and positive approach

Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.

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