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Baird · 23 hours ago

Sr. Trust Operations Tech Analyst

WI-Milwaukee

Full-time

Hybrid

Senior Level

5+ years exp

Baird Trust Company is seeking a Senior Analyst associate to manage and maintain Baird Trust’s technology solutions while improving processes within the organization. The Trust Operations Senior Analyst will play a key role in project initiatives, collaborating across various teams to ensure effective execution and alignment with business goals.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Initiate and guide projects by collaborating with the Baird Trust Tech Lead on various initiatives

Work with teams on defining and build consensus around project approach, scope and milestones while facilitating planning, touch point, and retrospective meetings

Assist with client issue resolution: manage handoffs to subject matter experts and other departments to ensure questions and issues are resolved and delivered to the client’s satisfaction

Manage, document, report and analyze current client transactions and impacting processes for future enhancements

Leverage project methodology to plan, organize, and monitor initiatives providing regular reporting and updates on progress timelines, obstacles, and challenges

Provide strategic project guidance and technical subject matter expertise driving the execution of key Trust initiatives and activities; ensure timely delivery in support of critical business success measurement goals as defined in the Trust Co

Drive resolution of issues / ineffectiveness with Baird Trust internal and external vendors and implementation of vendor technology

Provide complex problem solving to help define and deliver on long-term strategic planning efforts to ensure that the operating unit is positioned to meet and exceed the needs relative to key Baird Trust activities and Baird Trust clients

Identify opportunities for optimizing business productivity throughout the Trust organization

Drive productivity, efficiency, and effectiveness initiatives (PE&E) and develop and implement new procedures to monitor productivity, quality output levels and increased efficiency

Maintain an understanding of the issues with internal partners and share information and key updates with the Trust Operations team Partner and actively interact with Baird Trust Operation leadership team members and Baird Trust leadership as a productive and collaborative member of the Trust Operations team

Partner with Baird Trust Operations leadership to adhere to regulatory and fiduciary law guidelines

Utilize knowledge of business process improvement skills and leverage methodologies like six sigma and DMAIC to facilitate process improvements with the ability to process flow map and prototyping

Qualification

Business process improvementFinancial services knowledgeProject managementMicrosoft Office proficiencyChange managementInterpersonal skillsNegotiation skillsTeam collaboration

Required

Bachelor's degree with 5+ years of relevant experience and a proven track record of delivering substantial business results

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 service business model

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

Demonstrated relationship builder; able to establish both internal and external working relationships in order to identify and implement strategies for business growth

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

Advanced computer skills, with proficiency in Microsoft Word, Excel, PowerPoint, SharePoint and Teams

Planning skills are a must along with the ability to lead others through indirect lines of management

Committed with a high level of drive, resilience and enthusiasm

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

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)