{"id":3223221,"url":"https://alion.io/job/baird-marketing-events-assistant","title":"Marketing & Events Assistant","company":{"id":1756216,"name":"Baird","domain":"rwbaird.com","url":"https://alion.io/company/rwbaird","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":90,"open_postings":10,"ghost_share":0,"stale_share":0.4,"repost_share":0,"time_to_fill_p50_days":41,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Marketing","role_family":"Marketing","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Fort Worth, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":55000,"max_usd":143000,"period":"year","method":"role_country_seniority_unknown","sample_n":10699},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LinkedIn","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-22T00:00:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-30T12:44:46Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"About the Role:\nThis professional is responsible for providing the highest level of support and service in meeting the day-to-day marketing, operational, client service and business development needs of one or more Financial Advisors in a Baird branch office. They will also work with other associates to meet the client service and operational needs of the branch at large. These associates will align their efforts to drive the success of their team(s), the branch and the business.\nThe Impact You’ll Make:\nGreets all visitors, providing information, directions, or assistance as needed, striving to create memorable experiences for all guests. This includes, but is not limited to, clients, vendors, new hires, recruits, and internal and external business associates. Escorts guests, as needed \nReceives and routes incoming calls to the appropriate destination utilizing the switchboard console, always in a friendly, professional manner. Collect important information and seek to assist before taking a message or transferring a call \nEstablishes an ongoing partnership with the dedicated Wealth Center marketing specialist to collaborate and share recommendations and best practices to drive FA/team business growth\nWork with Financial Advisor(s) to create and implement a client service model through the use of CRM that ensures regular client touchpoints and services by the team to deliver an exceptional client experience\nDrive and execute on the digital and social media strategy for Financial Advisor(s)/team, including making updates to FA Websites, social media properties such as LinkedIn, X, Facebook, etc., where applicable\nProactively review client/prospect social media to gather additional information to share with the team\nOrganize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact\nWork with Financial Advisor(s) to directly generate new business and maintain/increase existing client relationships through various techniques including developing systems for cross-referencing and/or cross-selling that enhance client satisfaction, build client retention and create client loyalty\nClient Service:\nMay be responsible for the coordination of client onboarding, which includes managing Financial Advisor(s) prospect pipeline, and establishing an ongoing communication/client service plan\nPartner with Baird’s Corporate Resource Groups and be knowledgeable of the products and services that are available to provide the best service and advice to our clients\nMay create and manage regular schedule of client contacts/appointments and manage set up and coordination of all client meetings\nStay current on and understand firm and industry policy and procedures in an ever-changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed\nEnsures compliance with Baird’s policies regarding correspondence, books and records requirements including trade policies, seminars, and marketing\nProvide back-up to other teams and the branch when needed, as well as perform other duties and special projects as necessary\nCreate/maintain/organize electronic files to provide team-level, immediate access and retrieval\nWhat You’ll Bring to Baird:\nExcellent verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information\nOpen to obtaining Series 7/63/65 licensure\nProficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, CRM, LiquidOffice, Baird Marketing on Demand Tool, FMG Suites etc.)\nStrong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred\nDetail oriented with an emphasis on accuracy. Critical thinking and proactive problem-solving skills\nStrong organizational skills -- consistent ability to prioritize workflow of self and Financial Advisors in order to achieve specific goals in a timely manner\nUnderstands compliance regulations including the client complaint process and correspondence policies. Maintains client confidentiality in all situations\nGood analytical skills with ability to perform semi-advanced math\nBachelor's degree preferred, not requireded\nBaird 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.","description_format":"text","description_chars":4787,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-25T04:22:19Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.899,"p_room":1,"age_days":8,"expected_fill_days":41,"reasons":["conf:5","velocity","win:early","comp:brand"],"computed_at":"2026-10-30T05:48:23Z"},"pay":null,"html_url":"https://alion.io/job/baird-marketing-events-assistant","json_url":"https://alion.io/job/baird-marketing-events-assistant.json","meta":{"generated_at":"2026-10-31T00:48:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1152,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1756216},"rest":"https://alion.io/mcp/rest/get_company?id=1756216"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbaird-marketing-events-assistant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbaird-marketing-events-assistant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbaird-marketing-events-assistant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/baird-marketing-events-assistant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbaird-marketing-events-assistant"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3223221}},{"tool":"search_jobs","arguments":{"company":"rwbaird.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3223221},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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