{"id":2098499,"url":"https://alion.io/job/baird-transition-process-coordinator","title":"Transition Process Coordinator","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":85,"open_postings":10,"ghost_share":0,"stale_share":0.6,"repost_share":0,"time_to_fill_p50_days":40,"computed_at":"2026-10-19T05:45:15Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Milwaukee, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":27000,"max_usd":48000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3613},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-08T17:39:27Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-19T23:17:34Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"About the Role:\nThe Transition Process Coordinator 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.\nThis highly visible position combines detailed process coordination with independent judgment. In addition to supporting pre-transition and transition-day activities, the Transition Process Coordinator may serve as a remote or onsite Transition Specialist, support business continuity events and contribute to recruiting and firmwide projects. Approximately 45% of the role may involve Transition Specialist responsibilities and long-term travel.\nThe Impact You’ll Make:\nLead customized pre-transition planning with Legal and business partners, ensuring each approach aligns with regulatory requirements, contractual obligations and firm directives\nReview client communications, disclosures, ADV supplements, business cards, stationery and other materials for accuracy, consistency and appropriate approvals before distribution\nPartner with incoming Financial Advisors to coordinate team naming, websites, marketing materials, access needs, rep codes, systems and other onboarding preferences\nAnalyze client and product data to identify existing Baird relationships, assess whether positions, annuities and insurance products can be supported and coordinate solutions with the appropriate departments\nPrepare Protocol mailings, client packets, account documentation and customized communications and ensure time-sensitive materials are delivered when the recruit joins\nCoordinate transition-day account setup, including client categorization, ownership assignments, document preparation, new account opening, ACATS initiation and transfer tracking\nMonitor account-opening and transfer activity, troubleshoot errors, follow through on outstanding items and review client accounts to confirm an accurate, seamless experience\nCoordinate registrations, insurance carrier appointments, compliance forms and fee reimbursements, escalating risks or gaps to Legal, Compliance, branch leadership and transition partners\nRespond to daily questions from Financial Advisors, clients, Transition Specialists, Client Relationship Group partners and branches with timely, practical solutions\nServe as a Transition Specialist as needed, remotely or onsite, including working directly with clients, preparing documentation, training Client Specialists and supporting advisor teams with minimal oversight\nImplement and monitor legal, confidentiality, privacy, compliance and risk-management requirements throughout each transition and promptly elevate issues that could create risk for Baird or its clients\nAct as a resource on firm products, technology, policies and procedures; train new recruits and Transition Specialists and connect advisors with the appropriate Baird departments\nSupport business continuity events by assessing branch interruptions, checking on associates, helping determine whether a branch should close and coordinating plans that preserve client service and trading capabilities\nMaintain business continuity plans and Fusion records and send branch alerts when needed\nProvide recruiting support by researching prospective Financial Advisors, building recruiting lists and packets, maintaining the FA Recruiting Toolkit and coordinating updated recruiting materials with branch leaders\nSupport operational reviews, advisor recruit visits, final-stage recruiting activities, acquisitions, team projects and the Lead Process Coordinator as business needs require\nWhat You’ll Bring to Baird:\nHigh school diploma required; bachelor’s degree and one to two years of financial-services or related industry experience preferred\nStrong knowledge of account-opening, account-transfer and service-paperwork processes; experience with BETA Host, Liquid Office or similar systems is helpful\nExceptional organization and attention to detail, with the ability to manage competing priorities, meet strict deadlines and produce accurate, reliable work\nSound independent judgment and discretion when handling confidential client, advisor, legal and business information\nStrong critical-thinking and problem-solving skills, including the ability to identify risk, anticipate issues and coordinate practical solutions across multiple teams \nClear, professional written and verbal communication skills, with the confidence to explain requirements, influence decisions and work directly with Financial Advisors and clients\nAbility to remain composed in fast-paced or high-pressure situations and adapt quickly as priorities, processes, forms or regulatory requirements change\nProactive, collaborative approach with the ability to work effectively both independently and as part of a team with limited supervision\nStrong Microsoft Office skills, particularly Word and Excel, and the ability to learn Baird systems and technology quickly\nWillingness and ability to travel for extended periods, including long-term assignments, based on transition needs (45%)\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":5724,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-08T17:39:27Z"}],"visa":[],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.628,"p_room":1,"age_days":10,"expected_fill_days":40,"reasons":["conf:2","stale_co","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-19T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/baird-transition-process-coordinator","json_url":"https://alion.io/job/baird-transition-process-coordinator.json","meta":{"generated_at":"2026-10-20T03:29:18Z","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":3777,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"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-transition-process-coordinator"},{"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-transition-process-coordinator"},{"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-transition-process-coordinator"},{"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-transition-process-coordinator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbaird-transition-process-coordinator"}]}