Sales Support Associate – Institutional Equities

About the role:

Join an Award-Winning Team and Accelerate Your Career
Baird’s Institutional Equities & Research group is recognized for delivering high-quality, objective research and exceptional client service. Our team includes some of the most tenured and respected professionals in the industry, providing comprehensive coverage of over 700 stocks and building long-standing partnerships with corporate management teams and institutional investors.

This is more than a client service role—it’s an opportunity to learn from the best, gain exposure to institutional clients, and develop a career in financial services. If you’re driven, detail-oriented, and thrive in a fast-paced, team-oriented environment, we want you on our team.

The Impact You’ll Make:

• Collaborate with Industry Leaders: Work closely with our award-winning sales, trading, and research professionals, gaining insight into institutional equities and client engagement strategies.

• Drive Client Engagement: Partner with the sales team to coordinate high-impact client interactions, including non-deal roadshows (NDRs), conferences, company visits, and events.

• Master Client Marketing: Lead the client marketing process from start to finish—outreach, scheduling, feedback, and reporting—while learning best practices from experienced professionals.

• Develop Organizational Expertise: Manage dynamic calendars, logistics, and itineraries for client meetings, including travel arrangements and event coordination.

• Enhance Your Technical Skills: Utilize advanced Microsoft Excel (including pivot tables), Word, and PowerPoint while working with institutional CRM systems.

• Build Your Network: Develop relationships with clients and internal teams across Corporate Access, Conference Services, Trading, Research, and Equity Capital Markets.

Why This Role is a Career Game-Changer:

• Professional Development: We support and encourage obtaining Series 7 and 66/63 licenses, opening doors to future roles in sales, trading, or research.

• Learning Opportunities: Gain hands-on experience in institutional equities and client service, positioning yourself for long-term success in financial services.

• Exposure and Impact: Work directly with institutional clients and senior leaders, making a tangible impact on client relationships and firm success.

• Award-Winning Culture: Join a firm consistently recognized as a “Top Workplace,” where collaboration, integrity, and growth are at the core of everything we do.

What You Bring:

• Bachelor’s degree preferred; 1–5 years of experience in client service or support functions (finance industry experience helpful).

• Exceptional communication and interpersonal skills with a commitment to client service.

• Strong organizational skills and ability to prioritize in a fast-paced environment.

• Advanced PC skills, including Microsoft Office; experience with pivot tables preferred.

• A proactive, adaptable team player who thrives under pressure and embraces learning.

Compensation and Benefits:

• $55,000 -$65,000 annual salary

• Compensation and bonus are commensurate with experience, performance and/or firm profitability

• Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

#LI-AK1

Baird 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.