The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals. To learn more about Baird Trust, .
As a Sr. Portfolio Manager, you will:
Serves high net worth and institutional clients within Baird Trust Company
Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
Working with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
Keep informed of market trends and analyze the effect of these trends on client investment portfolios
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
What we look for:
Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
Familiarity with fiduciary principles and prudent investment concepts
General understanding of the tax code
Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
Preparing and delivering clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issues
Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
Work ethically and with integrity, including maintaining client and firm confidentiality
Interpret and apply policies and identify and recommend changes as appropriate
What makes this opportunity great:
Compelling careers working side-by-side with the best in the business
Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable
Fast paced environment that will enable you to grow as a professional
Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
Educational/Previous Experience Recommendations:
Four (4) year degree in Business, Economics, Accounting, or Finance
MBA (preferred)
10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
Licenses/Certifications:
CFA / CFP preferred
SIE, Series 7 required – or ability to obtain
Series 63, 65, or 66 required – or ability to obtain
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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. .