Transition Support Specialist
WI-Milwaukeehybridmid
Posted yesterday · via Workday
About this role
About the Role: The Transition Support Specialist plays a critical role in delivering efficient, seamless and compliant transitions for experienced Financial Advisors and their clients joining Baird. Working across Legal, Compliance, Operations, Marketing, IT, Recruiting, Branch Leadership and other Private Wealth Management teams. This role customizes transition plans, protects sensitive information, resolves complex account and product issues and helps ensure each onboarding is accurate and well-coordinated. This highly visible position combines detailed process coordination with independent judgment.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WI-Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams
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