Mutual Fund Operations Analyst

The Mutual Fund Operations Analyst supports mutual fund, unit investment trust (UIT), and 529 plan activities across Baird. The role resolves complex operational matters, serves as a resource for assigned processes or platforms, and applies product, process, regulatory, and systems knowledge to strengthen quality, efficiency, and controls. In partnership with Operations, Compliance, Wealth Solutions, Technology, branch stakeholders, and external vendors, the Analyst uses data and end-to-end process knowledge to identify root causes, evaluate solutions, coordinate implementation activities, and improve the client and advisor experience.

Serve as the process owner for mutual fund, UIT, and 529 activities, owning and coordinating operational issues and escalations through to resolution while maintaining an end-to-end view of the branch and client experience

Deliver best-in-class service to partners and clients by being responsive, attentive, solution-oriented, and personally accountable for ensuring questions and issues are resolved, while providing accurate, professional, and consistent support and coordinating effective handoffs when needed

Provide training, guidance, and subject matter support to Financial Advisors, Client Specialists, and Operations associates, help make knowledge reusable across the team