Advisory Trading Analyst

About the Role:

The Advisory Trading Analyst provides critical operational and analytical support to the systems and processes driving Bairds advisory business. An Analyst serves as a subject matter resource for Financial Advisors Client Specialists and internal partners delivering high-quality assistance on advisory-related trading platforms workflows and this role the Analyst will assist with managing day-to-day trading operations ensuring accuracy consistency and adherence to firm policies. The position requires strong technical and analytical skills to interpret data identify opportunities for process improvement and maintain integrity across systems and reporting. The Analyst will help document processes perform testing related to platform enhancements and support the implementation of best practices and process improvements.

This position offers flexibility to work Monday Tuesday Wednesday and Thursday in the Milwaukee office and Friday remote.

The Impact Youll Make:

• Provide high-value support and client service to Financial Advisors and clients on complex advisory trading related matters while promoting Bairds culture.

• Serve as process and/or platform owner with end-to-end responsibility for branch and client experience; demonstrate deep expertise.

• Maintain strong knowledge of financial markets products regulations and systems to achieve business goals.

• Lead and implement process improvements tracking progress and resolving challenges.

• Understanding of regulatory and industry changes and related impact on teams and clients.

• Support vendor relationships including escalations enhancement identification and release testing.

• Foster teamwork through collaboration mentoring and associate development.

• Lead or contribute to defining and documenting future-state processes.

• Manage projects including requirements testing and communications.

• Participate in industry groups to influence decisions and build relationships.

• Develop data integrity monitoring methods and insights on efficiency and opportunities.

• Balance competing priorities independently based on business needs.

What Youll Bring to Baird:

• A bachelors degree and a minimum of three years of relevant experience within the financial services industry are advantageous.

• Series 7 license expected within nine months of hire.

• Proficiency with Microsoft Office Suite (Word Excel PowerPoint) and familiarity with SQL and PowerBI are preferred.

• Experience with broker/dealer systems such as BetaNXT Thomson ONE IntelliPro etc. is desirable.

• Demonstrated advanced analytical abilities and complex problem-solving skills.

• Excellent communication and organizational capabilities with proven aptitude for prioritizing and managing multiple tasks under stringent deadlines.

• Strong commitment to client service excellence.

• Comprehensive understanding of operational procedures and processes.

• Self-motivated individual with a passion for learning and the capacity to think creatively in a fast-paced environment.

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.