Baird · 4 months ago
Alternative Investments Operations Manager
WI-Milwaukee
Full-time
Hybrid
Mid Level
3+ years expBaird is a financial services firm, and they are seeking an Alternative Investments Operations Manager to lead the Alternatives Investments team within Capital Markets Operations. This role involves overseeing trading, custody, and operational management of alternative products while ensuring compliance and supporting strategic growth.
Financial Services
Responsibilities
Manage the performance, functions, and activities of associates within the team
Oversee the custody of alternative investments, including coordination with valuation providers and internal systems for secure record-keeping
Drive operational planning to ensure that the team is positioned to meet and exceed client needs relative to department activities
Represent Operations in cross-functional meetings and initiatives related to alternative investments, ensuring alignment with the firm’s broader objectives
Ensure the execution of key Operations initiatives and activities supporting timely delivery of critical business success measurement goals as defined in Operations
Identify opportunities for optimizing business productivity while demonstrating and ensuring data integrity expertise throughout the process
Work closely with their department Director on team development and resource planning efforts
Partner and actively interact with Wealth Solutions leadership and technical lead colleagues as a productive and collaborative member of the team
Maintain awareness of industry regulation changes and ensure regulatory guidelines and compliance standards are adhered to within Operations
Responsible for day-to-day oversight of the Alternatives Investments team ensuring the highest standards are upheld in all interactions
Provide coaching/training, as needed, fostering an environment of accountability to delivering client service best practices
Interface with Private Wealth Management and Baird Capital Business as necessary and act as a primary escalation point for the team
Build relationships through partnership and collaboration with Operations, Wealth Solutions, and our business partners
Continuous learning opportunities through growing needs of our clients, technology advancements and changing regulatory guidelines
Qualification
Required
Bachelor's degree with 3-5 years of relevant experience and a proven track record with demonstrated advancement in leadership roles
Experience should cover multiple functions, preferably within a diversified financial services firm or financial services regulatory body and include extensive knowledge of policies and procedures in the client services business model
SIE and Series 7 license required or willing to obtain within 120 days of hire
Strong leadership skills including excellent interpersonal, negotiation and influencing skills leading to trusting relationships with business partners and their leadership team
Will be driven to achieve results, thrive in a fast paced environment and be required to make decisions based on sound judgment with information at hand
The ability to convey issues credibly to internal and external stakeholders is a must
Proven Relationship/Account Management experience
Ability to work with a team and to motivate others
Client-Focused: Consistently delivering high quality service with resilience and resourcefulness
Change agent who is able to work effectively and collaboratively in a team environment and with associates at all levels and in all areas of the firm
Committed with a high level of drive, resilience and enthusiasm
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
H1B Sponsorship
Baird has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (13)
2023 (6)
2022 (11)
2021 (4)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase