HR PRACTICES OF ROBERT W. BAIRD
ROBERT W. BAIRD IS A WELL KNOWN NAME IN THE FINANCIAL SERVICES SECTOR.
IT IS SITUATED IN MILWAUKEE, WISCONSIN, UNITED STATES.
IT CAME INTO BEING IN THE YEAR 1919 AND HAS MANAGED TO UP THE CHARTS OF FORTUNE'S BEST PLACES TO WORK FOR FROM THE PAST 13 YEARS. IT IS AT NUMBER 6 POSITION CURRENTLY AND IS ONE OF THE BEST PLACES FOR EMPLOYEES AS IT BELIEVES IN INCLUSIVENESS AND DIVERSITY AND GIVING BACK TO THE SOCIETY AT THE SAME LEVEL.
Cassidy Turley Colorado assembled a group of the most active and energetic commercial real estate brokers in the Northern Colorado region. Cassidy Turley of Northern Colorado provides a comprehensive offering of commercial real estate services, including Investor Services, Capital Markets, Land Acquisition and Disposition, Project and Development Services, etc.
Cassidy Turley Colorado assembled a group of the most active and energetic commercial real estate brokers in the Northern Colorado region. Cassidy Turley of Northern Colorado provides a comprehensive offering of commercial real estate services, including Investor Services, Capital Markets, Land Acquisition and Disposition, Project and Development Services, etc.
Our guide to building a successful mortgage lending business with the LJ Hooker group. Be your own boss and build a bigger, stronger business, supported by our powerful model. We share our secrets and strategies on how to grow and build a successful team around you .
Exiting your business is a common obstacle for many entrepreneurs. You are ready to sell but how do you develop an exit strategy that meets your
needs? Preview our slides to learn how you can get your business ready for sale, develop your exit plan and be mindful of tax and legal considerations.
To view our video coverage of the event, visit: http://www.welchllp.com/resource-centre/videos/events/
A single family office is a holistic full balance sheet wealth management and financial solution for ultra-wealthy individuals or families. It is an organization dedicated to preserving, and investing the capital of its family.
Single family offices have been around in different forms for over 500 years but it was just in the 1930's-1960's that the modern day version started to take form...and even know many people do not understand what a single family office does or how they operate or invest their capital.
The single family office industry is growing quickly and if you would like to learn more about creating a single family office, family office executive search, family office co-investments, family office jobs, family office training, our family office association or single family office investments you will enjoy this PowerPoint overview of the industry. If you would like to see how to work with our team please visit http://SingleFamilyOffices.com or http://BillionaireFamilyOffice.com
Thank you for following our work.
Richard C. Wilson
CEO/Founder
Family Offices Group
Billionaire Family Office
Single Family Office Syndicate
Our guide to building a successful mortgage lending business with the LJ Hooker group. Be your own boss and build a bigger, stronger business, supported by our powerful model. We share our secrets and strategies on how to grow and build a successful team around you .
Exiting your business is a common obstacle for many entrepreneurs. You are ready to sell but how do you develop an exit strategy that meets your
needs? Preview our slides to learn how you can get your business ready for sale, develop your exit plan and be mindful of tax and legal considerations.
To view our video coverage of the event, visit: http://www.welchllp.com/resource-centre/videos/events/
A single family office is a holistic full balance sheet wealth management and financial solution for ultra-wealthy individuals or families. It is an organization dedicated to preserving, and investing the capital of its family.
Single family offices have been around in different forms for over 500 years but it was just in the 1930's-1960's that the modern day version started to take form...and even know many people do not understand what a single family office does or how they operate or invest their capital.
The single family office industry is growing quickly and if you would like to learn more about creating a single family office, family office executive search, family office co-investments, family office jobs, family office training, our family office association or single family office investments you will enjoy this PowerPoint overview of the industry. If you would like to see how to work with our team please visit http://SingleFamilyOffices.com or http://BillionaireFamilyOffice.com
Thank you for following our work.
Richard C. Wilson
CEO/Founder
Family Offices Group
Billionaire Family Office
Single Family Office Syndicate
Presented at NCVO's Trustee Conference on Monday 11 November 2014.
The presentation was by Geetha Rabindrakumar, Big Society Capital, Tim Willis, Chair, London Early Years Foundation and Edward Baker, Chair, Furnistore. These slides look at what trustees need to know, how to know if it is right for your organisation and how you access it?
To learn more about governance: http://www.ncvo.org.uk/practical-support/governance
To find out about NCVO's Trustee Conference: http://www.ncvo.org.uk/training-and-events/trustee-conference
This webinar provides information on basic financial requirements that impact nonprofit operations. Participants will learn best practices in board fiduciary duties, budgeting basics, and yearly financial reporting requirements.
2. WHO WE ARE
▪ For more than 98 years, Baird has been a strong, stable
and trusted financial partner across generations and
through many market cycles.
▪ The company is employee-owned and invest in growing
the business with their clients’ best interests in mind.The
Company measures its success by the $167 billion in assets
the clients entrust to them.
3. ▪ Type: Private
▪ Industry: Financial Services
▪ Founded: 1919
▪ Founder: Robert W. Baird
▪ Headquarters: U.S. Bank Center
Milwaukee, Wisconsin United States
▪ Area served:Worldwide
▪ Key people: Paul Purcell (Chairman),
Steve Booth (CEO)
▪ Products: Investment Banking,
Equity Capital Markets, Private
Equity, Fixed Income Capital
Markets, Asset Management,
Private Wealth Management
▪ Revenue: US$ 1.3 Billion (2016)
▪ Number of employees: 3,100
▪ Website: www.rwbaird.com
4. A UNIQUE CULTURE
▪ Everything we are, do and hope to achieve at Baird is
driven by a straightforward mission:
“To provide the best financial advice and service to
our clients and be the best place to work for our
associates.”
▪ As one of FORTUNE’s 100 Best Companies toWork
For® since 2004, Baird attracts many of the best and
brightest in the financial services industry.These
talented professionals share our values, our beliefs
and an owner’s interest in our clients’ success. So you
can trust that everyone at Baird is passionate about
what we do for you, and doing it very well.
5. DEEP EXPERTISE
▪ Nationally recognized as a great place to work, Baird attracts and retains
some of the financial services industry’s most talented professionals to serve
their clients’ needs, including:
a. Seasoned and successful senior executives in each of the core businesses
with an average tenure of 19 years at Baird
b. Equity research and analysts recognized among the best in the industry
c. Investment strategists and in-house retirement, estate and tax planning
specialists frequently sought by national media for insight and perspective
d. A global network of experts and operating professionals with firsthand
experience and perspective in key international markets
6. BRAID CAREERS
Baird is committed to helping associates thrive professionally and personally. Each of
the business units and Corporate Resource Group offers a challenging, rewarding
environment designed to help associates be your best.You can explore their different
departments to learn more and view current openings to find your fit.
1. Asset Management
2. Baird Capital
3. Corporate Resource Group
4. Institutional Equities & Research
5. Fixed Income
6. Investment Banking
7. PrivateWealth Management
8. Public Finance
9. Research
7. CULTURE
▪ Baird’s focus on putting clients first and our belief that integrity is irreplaceable are ingrained in the way we do business. Our strong culture
inspires a team of associates passionate about achieving great results for clients and giving back to the communities where we live and
work.
▪ The Stability of Employee Ownership
o As an employee-owned company, we control our own destiny. Approximately 65% of Baird associates are shareholders in our firm. We put
our own money at risk every day. We protect it and we make business investments with a long-term perspective. When our clients succeed,
we succeed.
o Overall, our unique culture helps sustain a remarkable level of enthusiasm for doing great work, as demonstrated by client satisfaction,
continued third-party recognition and significant business growth over the last several years.
▪ BairdValues
o Clients come first.
o Integrity is irreplaceable.
o How we succeed is as important as if we succeed.
o Quality is our measure of success.
o The best financial advice is the result of expertise and teamwork.
Associate Promise
“At Baird, we believe every associate
matters.We’re committed to providing an
environment of trust, respect and
teamwork, where you partner with the
best in the industry and thrive.We are
passionate about how we achieve great
outcomes together for our clients,
communities and each other.”
8. LEADERSHIP
Baird’s commitment to integrity and outstanding performance begins at the top.The continuity of our
leadership team is a key strength in building our expertise and enhancing client relationships
Paul Purcell Chairman
Steven Booth President & CEO
Timothy Byrne, CFA Chief Information Officer
Leslie Dixon Chief Human Capital Officer
Brian Doyal Co-Head of Global Investment Banking
Jon Langenfeld, CFA Head of Global Equities, Director of Equity Research
Patrick Lawton Director of Fixed Income Capital Markets
Randy Lyon Vice Chairman
William Mahler Chairman, EquityCapital Markets
Terrance Maxwell Chief Financial Officer
Mark Roble, CFA Director of Risk Management
Russell Schwei,CPA Chief Operations Officer
Mary Ellen Stanek, CFA Chief Investment Officer
9. INCLUSION & DIVERSITY
▪ As a global firm, we recognize that attracting and retaining associates with different backgrounds and
varied perspectives not only fits our culture, but gives us a better understanding and appreciation for
the unique needs of our clients.
▪ Baird’s commitment to inclusion and diversity stems from a strong culture of integrity, genuine
concern for others and respect for the individual.That commitment is reinforced by the dedication
of our executives as well as the many associates throughout the firm who volunteer to serve on our
Business Diversity Council and our Associate Resource Groups.
▪ We don’t just respect our differences, we value them. And we believe inclusion and diversity creates
great outcomes for everyone we serve.
10. .
Health:
•Medical, Dental andVision Care
•Basic and Supplemental Life and
Disability Insurance
•SpendingAccounts
•Wellness Program
Retirement:
•Profit Sharing and Savings
Plan
•401(k) Savings Plan (Pre-
tax and Roth) with Matching
Contributions
Work/Life Balance:
•FlexibleWork Arrangements
•PaidTime Off (PTO)
•Baird Cares Program – One Day to
Volunteer PerYear
Professional Development:
•Tuition Reimbursement
•Talent and Development Programs
BENEFITS & COMPENSATION
Working at Baird means being part of an immensely talented team of specialists, each dedicated to serving the highly
specialized needs of our associates. Because every Baird associate contributes to our success and the overall Baird
experience, our benefits and compensation have been structured to reflect their expertise and commitment to our
business. Baird’sTotal Rewards compensation package begins with a competitive base salary, augmented by an annual
bonus program. Additionally, Baird offers a competitiveTotal Rewards package
11. Job Flexibility:
Most “good” workplaces offer flexible work arrangements.What helps make Baird not just good, but great, is
that we encourage associates to take advantage of these unique benefits – and many do. Flexibility at Baird
means many different things, including:
•Staggering work hours to meet daily parenting needs
•Telecommuting
•Job sharing
•Summer hours
•Accommodating community service
•Special arrangements to deal with family emergencies or other needs
Additional Benefits:
•Baird 529 Associate Payroll Deduction Plan
•AdoptionAssistance Program
•Legal Services
•Transportation Reimbursement
•Employee Referral Bonus
12.
13. AWARDS & ACCOLADES
▪ Morningstar® Fixed Income Fund Manager of theYear Nominee: Baird Advisors was named a finalist for the
Morningstar 2016 Fixed Income Fund Manager of theYear Award for its management of the Baird Core Plus
Bond Fund (BCOIX).
▪ 2016 European Corporate Finance House of theYear: Baird was named European Corporate Finance House of
theYear at the 2016 Private Equity Awards.The annual Private Equity Awards are one of the leading private
equity-focused awards in Europe.
▪ FORTUNE® magazine's 2016 100 Best Companies to Work For® : Baird ranked No. 6 on the 2016 list, our 13th
consecutive year among the nation's best employers and our third consecutive year among the top 10
companies on the list.
▪ Great Place to Work® – 2016 Best Workplaces in the UK: Baird ranked No. 22 in the Medium category for 2016,
the firm’s second consecutive year on the list.
▪ Computerworld’s “100 Best Places to Work in IT”: IDG’sComputerworld recognized Baird as a 2016 Best Place
toWork in IT, one of 100 top organizations that challenge their IT staff while providing great benefits and
compensation.
▪ Pensions & Investments' "Best Places to Work in Money Management“: For the fifth consecutive year, Baird's
Asset Management group was honored in the publication's Best Places toWork in Money Management special
feature.
14. ▪ Baird Honored with theTEMPO Mentor Award: Baird received the 2015TEMPO Mentor Award, which honors individuals
and organizations demonstrating an extraordinary commitment to helping others achieve their personal and professional
potential.
▪ 2016 Greenwich Associate Survey: Baird received seven No. 1 rankings for equity research, sales, trading and corporate
access in Greenwich Associates' annual survey of institutional money managers.
▪ Thomson Reuters Analyst Awards: Fourteen Baird analysts were honored in the 2016Thomson Reuters Analyst
Awards (formerly the StarMine Analyst Awards). Baird analysts have earned these awards annually since their inception in
2001.
▪ 2017Vault Rankings: Vault cited “quality people” and “excellent culture” when listing Baird among its 2017 Best Banking
Firms. Baird also ranked amongVault’s Best Investment Banking Internships and 50 Best Internships for 2017.
▪ Human Rights Campaign's Corporate Equality Index: Baird received a score of 95 on the Human RightsCampaign
Foundation's 2017 Corporate Equality Index, a national benchmarking survey and report on corporate policies and practices
relating to LGBT workplace equality. Baird has scored a 90 or better in each of the past five years.
▪ Wellness Council of America’s WellWorkplace Award: Baird was honored as a 2016 GoldWellWorkplaceAward winner by
theWellness Council of America.The honor recognizes quality and excellence in worksite health promotion.
▪ Non-Profit Center of Milwaukee, Inc's Inspire by Example Award: The firm was recognized in the business category for
Baird Gives BackWeek, an annual event that unites Baird associates, friends, and relatives to volunteer in communities
around the world.
▪ Barron'sTop 40 Wealth Managers in the U.S.: Baird ranked No. 20 on the 2015 list.The firm has been recognized annually
since 2007.
15. FINDYOUR FIT
Baird provides a variety of rewarding opportunities for students, recent graduates and
experienced professionals.We are always on the quest to find the best talent to join and grow
with the firm.
Here are some of the qualities of someone who will succeed and thrive at Baird:
▪ A strong sense of integrity, always treating people with dignity and respect
▪ Genuine care and compassion for clients and fellow associates
▪ An innovative spirit with a willingness to seek win-win solutions
▪ A team player, sharing success and recognition
▪ Ability to maintain collaborative working relationships in a fast-paced environment
▪ A long-term outlook rather than looking for a quick fix
▪ A well-rounded perspective with openness to change
▪ An ability to lead and follow
▪ An interest in giving back to our communities
16. INTERVIEW PREPARATION
▪ To help prepare for the Baird interview process, please review these resources.
Video Interview Preparation Guide Interview Preparation Strategies
17. SEARCH & APPLY
▪ At Baird, we believe every associate matters. We are committed to providing
an environment of trust, respect and teamwork, where you partner with the
best in the industry and thrive. We are passionate about how we achieve
great outcomes together for our clients, communities and each other.
▪ Are you ready to explore your future with Baird? Search on our current
openings to learn more about our opportunities.
• U.S. and Asia opportunities
• Europe opportunities
▪ Baird is committed to employment policies and practices that provide equal
employment opportunity at all times.These non-discriminatory practices
apply to all areas of employment, including hiring, promotions, terminations,
compensation, benefits and educational opportunities.