Senior Client Success Partner – Wealth Management

Baird; Portland (ME); On-site; USD 81,241,000 - 108,886,000; Full time

Benefits offered by this job

Bonus up to 10.5% of base pay

Comprehensive benefits

Job summary

Baird is seeking a Senior Client Specialist in Portland, ME to serve as a strategic partner to Financial Advisors, leading complex client onboarding, high-touch communications, and process efficiencies. The role emphasizes growth, advisor effectiveness, and long-term practice success in a dynamic wealth management environment.

Ideal candidates are licensed professionals with analytical skills, proactive mindset, and a passion for exceptional service.

Qualifications

• 5+ years of prior industry work experience.
• Active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses.
• Proficient in Microsoft Office with ability to learn and navigate PWM tech platforms.
• Excellent verbal and written communication skills.
• Detail oriented with emphasis on accuracy.
• Critical thinking and proactive problem solving skills.
• Understanding of compliance regulations and client policies.
• Bachelor’s degree preferred.

Responsibilities

• Lead complex client onboarding and high-touch communications for Financial Advisors.
• Coordinate client onboarding, prepare paperwork, and open accounts.
• Develop and implement client service plans to improve advisor effectiveness and growth.
• Maintain CRM; manage mailings, reporting, and e-mail tracking to support service models.
• Organize client meetings and seminars; design content and materials.
• Support business development by identifying growth opportunities and improving practices.
• Collaborate with FA(s) and team; provide back-up support as needed.
• Proactively review investment opportunities and notify FA(s) to act on promising ideas.

Skills

SIE/Series licenses

MS Office proficiency

Verbal and written communication

Attention to detail

Analytical skills

Critical thinking

Regulatory/compliance understanding

5+ years experience

Education

Bachelor’s degree preferred

Tools

MS Office

Job description

Baird is seeking a Senior Client Specialist in Portland, ME to serve as a strategic partner to Financial Advisors, leading complex client onboarding, high-touch communications, and process efficiencies. The role emphasizes growth, advisor effectiveness, and long-term practice success in a dynamic wealth management environment.

Ideal candidates are licensed professionals with analytical skills, proactive mindset, and a passion for exceptional service.