Internship - PWM Investment Solutions Support (Year-Round)

About the Role:
The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you’ll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients’ investment needs.

This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026.

The Impact You’ll Make:

• Support and maintain applications used for Managed Product offerings (e.g,. Envestnet)
• Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use
• Assess book of business efficiencies to assist field consultants in preparing for branch office visits
• Maintain and update content on the firm’s intranet site (BairdWeb), ensuring accuracy and relevance
• Perform additional duties and assist with ad hoc projects as assigned

What You’ll Bring to Baird:

• Pursuing a bachelor’s degree in finance, economics, business or related degree preferred
• Anticipated graduation date of May 2027 or later
• Strong written and verbal communication skills
• Ability to work in a team environment and manage priorities to meet specific deadlines
• Exceptional organizational and time management skills with a high attention to detail
• Strong client service critical thinking and troubleshooting skills

About Our Intern Program:

Jumpstart your career with Baird’s high-impact summer intern program! You’ll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you’ll be part of a vibrant, collaborative culture that values your voice and fuels your future.

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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.