Senior Client Onboarding & Advisory Partner

Baird; Tucson (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Baird is seeking a Senior Client Specialist to act as a strategic partner to one or more Financial Advisors, leading complex onboarding, high-touch communications, and process improvements. The role emphasizes proactive service, opportunity identification, and long-term practice success within a dynamic wealth management environment.

The candidate will drive business development, enhance advisor effectiveness, and leverage tools to manage client relationships and events.

Qualifications

• Licensed professional with sharp analytical skills and a proactive mindset.
• Experience in wealth management or financial services is preferred.
• Strong commitment to delivering exceptional client service.

Responsibilities

• Coordinate client onboarding and manage advisor prospect pipelines.
• Assist with proposal generation and new account paperwork.
• Open accounts and transition assets to Baird with ongoing service plans.
• Maintain CRM and communicate actions to Financial Advisors.
• Coordinate client meetings and seminars; prepare materials.
• Ensure compliance with firm and industry regulations.
• Support FA and team’s social media presence when needed.
• Utilize CRM to mail, report and track client communications.

Skills

Tech aptitude

MS Office

Communication skills

Attention to detail

Analytical skills

Critical thinking

Regulatory compliance

Education

SIE Exam

Series 7

Series 66 or Series 63/65 licenses

Bachelor's degree preferred

Job description

Baird is seeking a Senior Client Specialist to act as a strategic partner to one or more Financial Advisors, leading complex onboarding, high-touch communications, and process improvements. The role emphasizes proactive service, opportunity identification, and long-term practice success within a dynamic wealth management environment.

The candidate will drive business development, enhance advisor effectiveness, and leverage tools to manage client relationships and events.