Wealth Transition & Onboarding Specialist
Listed on 2026-10-11
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Finance & Banking
Baird is seeking a Transition Process Coordinator to deliver compliant transitions for experienced Financial Advisors and their clients. The role works across Legal, Compliance, Operations, Marketing, IT, Recruiting, and Branch Leadership to customize transition plans and protect sensitive information.
The role combines detailed process coordination with independent judgment and may function as a Transition Specialist, remotely or onsite, with potential travel and involvement in recruiting and
We are seeking a motivated Wealth Transition & Onboarding Specialist to join Baird Careers in Milwaukee, WI, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Milwaukee, WI, United States.
This opportunity is part of our work in Marketing & Media, Management & Operations.
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