About the Role:

The Institutional Consultant is a client-facing role that provides investment advice to institutional clients, predominantly endowments, foundations and Native American and Alaska Native communities on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of portfolios.

Responsible for cultivating new/existing relationships with institutional clients with investable assets of $50M or more and proactively helps to resolve issues and concerns. Conducts quarterly/annual portfolio performance reviews and responds to client’s ad hoc requests. Provides support on products and services and directs consulting projects.

Position is open nationwide, preferably out of Milwaukee or Chicago and must be near a Baird branch.

The Impact You’ll Make: