About this role
Sr Portfolio Manager- Trust at Baird. Location: Milwaukee, Wisconsin, United States. Role: managing portfolios, serving clients, conducting reviews Requirements: Bachelor's degree in business/finance, 10+ years portfolio management experience, knowledge of equity and fixed income markets, fiduciary principles, and relevant securities licenses (SIE, Series 7, 63/65/66). Category: Finance and Accounting Seniority: Senior Level Certifications: cfa, cfp, sie, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Hybrid Languages: English