About this role
PWM Transition Specialist at Baird. Location: Milwaukee or United States. Role: transitioning advisors, coordinating onboarding, troubleshooting issues Requirements: Client-focused specialist to lead advisor transitions, travel up to 75%, strong communication, attention to detail, proficiency in Microsoft Office, SIE/Series licenses required or willingness to obtain within 18 months, high school required (BA preferred). Category: Business Operations Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Hybrid Languages: English