Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Recruiting Coordinator, Private Wealth Management

Baird

Baird’s Private Wealth Management (PWM) business is dedicated to attracting the best global talent to meet the firm’s mission of being a best place to work. Our PWM business has a team of recruiters responsible for sourcing, attracting, and hiring top talent. This role follows a hybrid schedule, with four days in the office and one day working from home. The PWM Recruiting Coordinator is a key member on our team and will provide proactive administrative, transactional and coordination support on the full-life cycle recruiting process. With keen attention to detail and a positive approach, this individual will help make our recruiting function run seamlessly and successfully. This role collaborates directly with the PWM Talent team and other partners. As a PWM Recruiting Coordinator, you will: Facilitate interview scheduling process including contacting candidates via phone and email for availability, coordinating calendars with interviewers and applicant, and sending confirmation emails and meeting requests to participants. Performs high-volume calendar management including complex interview schedules for recruiters including video, phone, and onsite interviews. Collaborates with recruiters in driving process improvement efforts and making strategic recommendations. Monitors the PWM recruiting email inboxes and phone messages to ensure timely responses to inquiries. Proofs offer letters for consistency and accuracy. Draft offer letters as needed. Continually seeks opportunities to increase client and candidate satisfaction and deepen these relationships. Organizes and updates Microsoft Teams and OneNote with recruiting documents and information. Facilitates the interview, offer letter and onboarding process for the Financial Advisor Training Program (FATP). Assists with pulling data and generating reports via Workday. Supports both internal and external stakeholders by proactively solving problems that arise throughout the interview process (i.e., technical difficulties, last minutes changes, etc.) Assists in posting positions via our Workday applicant tracking system and job boards. Supports our D&I council with administrative duties including scheduling meetings and sending follow-up communications. Assists in the coordination of other recruiting activities including administrative duties as needed. What makes this opportunity great: Serve as the connection between our internal clients across the firm, and external clients around the world. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. Ability to work a variety of teams and leaders, proving your ability to be flexible and highly adaptable. What we look for: Minimum of one year of talent acquisition experience. Experience with an Applicant Tracking System, preferably Workday is a plus. Strong organizational skills and ability to prioritize daily workflow to effectively organize tasks to achieve specific goals. Strong oral and written communication skills. Attention to detail. Familiarity with Power BI, including creating dashboards and reports, preferred. Capable of handling a diverse workload and prioritize assignments accordingly. Ability to handle large volume of administrative detail with accuracy and reliability. Great follow-through and initiative, using good judgment and a willingness to take on new tasks. Ability to work effectively as a team player and remain flexible. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Recruiting Coordinator, Private Wealth Management in Milwaukee, WI vacancy
  • $41.71k - $77.5k

     ...in Milwaukee, Wisconsin is seeking a dedicated professional to assist in financial planning and wealth management client services. The role involves collaborating with private wealth advisors, preparing business proposals, and ensuring high-quality client interactions.... 
    Private

    Bmo

    Milwaukee, WI
    1 day ago
  • $160k - $215k

     ...Canadian Imperial Bank of Commerce is seeking a Relationship Manager in Milwaukee to focus on retaining and growing high-net-worth client...  ...should have a bachelor’s degree and extensive experience in wealth management. The expected salary range is $160,000 - $215,000, complemented... 
    Private

    Canadian Imperial Bank of Commerce

    Milwaukee, WI
    3 days ago
  • $120k - $180k

     ...Private Wealth Services Tax Manager As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns...  ...relationships Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with... 
    Private
    Work at office

    Grant Thornton

    Milwaukee, WI
    3 days ago
  • $150k

     ...Wealth Advisory Business Development Officer Job Location(s) US-WI | US-...  ...Marketing Department US Wealth Management Type Regular Full-Time Position...  ...for TCW's growth. TCW is a mid-size, privately-owned asset manager with growing... 
    Private
    Full time
    Home office

    The TCW Group

    Milwaukee, WI
    1 day ago
  •  ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will... 
    Suggested

    Wisconsin Psychiatric Association

    Milwaukee, WI
    4 days ago
  •  ..., please visit CIBC.com What you’ll be doing As a Relationship Manager / Senior Relationship Manager, you’ll focus on growing direct revenue...  ...a service culture by leveraging expertise in investment and wealth advisory services to provide best-in‑class relationship... 
    Private
    Remote work

    CFA Institute

    Milwaukee, WI
    2 days ago
  •  ...strategic, and client-focused Senior Wealth Management Advisor to join a collaborative wealth...  ..., and future direction of the firm's Private Client segment while serving as a trusted...  ...tax, and operations teams to deliver coordinated, high-impact client service... 
    Work at office
    Flexible hours

    Windward Recruiting

    Brookfield, WI
    18 hours ago
  •  ...seeking a qualified individual to lead operational goals and manage client-focused policies. The ideal candidate should have...  ...experience in supervising junior trust officers and a background in private banking or wealth management. This role offers competitive pay, health... 
    Private

    Arden Trust Co

    Milwaukee, WI
    1 day ago
  •  ...Are you craving a seat where your high-net-worth experience is put to its highest use? Senior Wealth Manager - Annex Private Client Do you have experience guiding sophisticated clients through complex financial decisions, delivering advanced planning, and serving... 
    Summer work
    Casual work

    Annex Wealth Management

    Brookfield, WI
    1 day ago
  • $103.6k - $189.7k

     ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help...  ...specialized facets of hedge fund, private equity fund and mutual fund taxation...  ...management and subject-matter professionals, coordinating efforts, and managing expectations... 
    Private
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    Milwaukee, WI
    18 hours ago
  •  ...the necessity for communicating and coordinating work efforts with other employees and...  ...Responsibilities: The Community Wealth Building (CWB) Manager plays a pivotal role in facilitating...  ...within educational institutions (MPS, private, choice, charter schools). Experience... 
    Private
    Contract work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Night shift
    Day shift
    Afternoon shift

    Walnut Way

    Milwaukee, WI
    4 days ago
  • $63.83k - $136.58k

     ...The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of... 
    Private
    Work at office
    Local area
    Flexible hours

    UMB Bank

    Milwaukee, WI
    3 days ago
  • $76k - $125.3k

     ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services...  ...with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational... 
    Private
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    Milwaukee, WI
    2 days ago
  •  ...background in servicing and managing client relationships who enjoy...  ...recommend risk management programs. Coordinates services between the client...  ...is the 9th largest privately held U.S. brokerage firm offering...  ...consulting services and financial & wealth solutions. With more than 30... 
    Private
    Work experience placement

    Risk Strategies

    Milwaukee, WI
    3 days ago
  • $162k - $190k

     ...Senior Tax Manager The Senior Tax Manager is responsible for providing tax and consulting...  ...personal income, estate and gift tax and wealth retention strategies, as well as taxation...  ...tax experience and/or public accounting, private industry accounting or consulting/... 
    Private
    Work at office

    BDO USA

    Milwaukee, WI
    5 days ago
  •  ...your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering... 

    Aumni

    Milwaukee, WI
    4 days ago
  •  ...Baird is seeking a PWM Recruiting Coordinator with a hybrid work schedule, requiring four days in the office and one day remote. This role is integral to the recruiting process, providing administrative support and ensuring seamless operations throughout. The ideal candidate... 
    Private
    Work at office
    Remote work

    Baird

    Milwaukee, WI
    3 days ago
  • $63.83k - $136.58k

     ...A financial services company is seeking a Wealth Advisor in Milwaukee, WI to provide comprehensive financial advice and lead a team-oriented approach. The role involves delivering wealth management services and collaborating with various financial experts. Candidates must... 
    Private

    UMB Bank

    Milwaukee, WI
    4 days ago
  •  ...Grant Thornton LLP is seeking a Private Wealth Services Tax Manager in Milwaukee, WI. In this role, you will conduct reviews of complex tax returns and provide tax planning strategies for high net-worth clients. You will mentor staff, manage client service teams, and engage... 
    Private

    Grant Thornton

    Milwaukee, WI
    3 days ago
  •  ...Baird is seeking a Private Wealth Management Marketing Consultant in Milwaukee, WI. This role serves as a strategic partner to advisors, helping them align marketing strategies with business objectives. The ideal candidate has over 8 years of experience in marketing within... 
    Private

    Baird

    Milwaukee, WI
    1 day ago
  •  ...ROBERT W. BAIRD & CO. INCORPORATED is seeking an Insurance Solutions Consultant to support the execution of the risk-managed growth strategy for insurance offerings. The ideal candidate will have a Bachelor’s Degree and at least 7 years of relevant experience in the insurance... 
    Private

    Robert W. Baird & Co. Incorporated

    Milwaukee, WI
    4 days ago
  •  ...goals, developing policies, and participating in new business opportunities. Ideal candidates will have experience in private banking or wealth management, and be effective leaders who can mentor junior staff. Employees can expect competitive pay and benefits, including... 
    Private

    Kestra PWS

    Milwaukee, WI
    18 hours ago
  •  ...Baird Capital in Milwaukee is seeking a Private Wealth Management Marketing Consultant to serve as a strategic partner to Market Directors and Financial Advisors. This role will drive strategic marketing planning and help translate business goals into effective marketing... 
    Private

    Baird Capital

    Milwaukee, WI
    7 hours ago
  •  ...Technology Solutions Consultant Baird's Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant...  ...) to promote effective technology adoption. Support recruiting efforts by showcasing Baird's extensive integrated... 
    Private
    Remote work
    Flexible hours

    Baird Capital

    Milwaukee, WI
    7 days ago
  •  ...Wealth Management Banker The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience,...  ...experience Up to three years of experience in Wealth Management private banking or financial services Series 6-63 or Series 7-63... 
    Private
    Work experience placement

    U.S. Bancorp

    Milwaukee, WI
    1 day ago
  •  ...Kestra Holdings, an industry-leading wealth management platform for independent financial professionals...  ...; work with Financial Advisors; coordinate with business development and document...  ...trust officers. Background within private banking, wealth management, or estate... 
    Private

    Kestra PWS

    Milwaukee, WI
    5 days ago
  •  ...About The Role Our Private Wealth Management (PWM) division is seeking a member for its PWM Technology Best Practices team. The PWM Technology...  ...awareness, usage oversight, escalation management, and coordination of enhancements and issue resolution. Lead governance and... 
    Private
    Contract work

    Baird

    Milwaukee, WI
    4 days ago
  •  ...our communities through industry-focused wealth advisory, digital, audit, tax, consulting...  ...is currently seeking an Investor Services Manager to join our Fund Administration group in...  ...offering documents, such as LPA and PPM, of private equity funds Work with various software... 
    Private
    Work at office
    Flexible hours

    CLA (CliftonLarsonAllen)

    Milwaukee, WI
    4 days ago
  •  ...A healthcare technology company in Milwaukee is seeking a Lead Recruiting Coordinator to join their growing team. This entry-level role involves recruiting for sales and technology positions within the healthcare space. The ideal candidate will have previous recruiting... 

    CarePool

    Milwaukee, WI
    3 days ago
  • $106.5k - $195.1k

     ...world. The opportunity Are you living your perfect career? EY Private Tax is a growing practice within the organization, and you'll see...  ...industry, there will be opportunities to progress to senior manager. Your Key Responsibilities Preparing or reviewing federal and state... 
    Private
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Milwaukee, WI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Recruiting Coordinator, Private Wealth Management. Be the first to apply!