About the Role: Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee. This position offers flexibility with 4 days/week in our Milwaukee, WI office and 1 day remote. The Impact You'll Make: 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 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 You'll Bring to Baird: 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 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 Licenses/Certifications: CFA / CFP preferred SIE, Series 7 required – or ability to obtain Series 63, 65, or 66 required – or ability to obtain #LI-TA1 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. 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.