As a Commissions Data Sr. Specialist, you will:

• Provide high value day-to-day support to our Financial Advisors and other internal and external clients regarding complex compensation matters while promoting Baird's culture and the Operations mission and values statement.
• Support team as a brokerage commissions subject matter expert on regulations, industry, and internal policies, and understand end-to-end processes of PWM commissions-based business.
• Manage commissions data and payments from various sources and support the related reporting processes.
• Engage with various applications to analyze commission related data, identify, and implement process efficiencies.
• Maintain and monitor databases to ensure correct allocation of annuity, insurance, retirement plan, mutual fund and alternative investment commissions, direct payments, and 12b-1 payments to Financial Advisors.
• Reconcile statements and payments from various outside vendors to ensure timely and accurate payment to Financial Advisors.
• Ensure adherence to regulations, Baird policies, and department procedures and policies. Monitor exception reports pertinent to the status of ongoing activities; initiate corrective action as necessary.
• Independently complete assigned tasks and integrate individual priorities with team priorities, while balancing competing priorities.
• Demonstrate understanding and knowledge of markets, products, processes, regulations, and systems required to deliver on business objectives.
• Contribute to productivity, efficiency, and effectiveness improvements to drive exceptional client service and risk mitigation.
• Participate on project teams creating requirements and testing through workflow analysis and use cases.
• Provide support to other Operations departments with projects and initiatives.
• Perform other duties as required.

What makes this opportunity great:

• Fast paced environment that will enable you to grow as a professional.
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for:

• Bachelor's degree required or equivalent combination of education and relevant experience.
• 3 years of relevant experience.
• Holding the SIE and Series 99 is a plus.
• General knowledge of brokerage accounts, with a basic understanding of investment products and services.
• Proficiency and experience with Microsoft Office and willingness to learn SQL, Power Query, Excel
• Strong analytical skills with the ability to perform advanced problem solving.
• Ability to tolerate multiple assignments, work under pressure and within deadlines and produce accurate results.
• Detail-oriented with focus on accuracy.
• Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team. Excellent written and verbal communication skills are a must with the ability to effectively relate to work in a team-oriented setting.
• Passion for providing high-value client service.
• Ability to stay focused under pressure and to prioritize work in order to effectively manage time.
• Proven reliability in attendance and performance.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.