Director Of Research Operations Jobs in Milwaukee, WI
Director Of Research Operations jobs in Milwaukee are concentrated in the Medical College of Wisconsin corridor, the Wisconsin Research Foundation district near UW-Milwaukee, and the growing innovation hub around the Milwaukee County Research Park. Healthcare systems, academic medical centers, and life sciences organizations are the primary employers, with Medical College of Wisconsin, Baird, and Marquette University among those actively hiring. Find a role that fits below and apply directly.
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Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.
- Milwaukee, WI
- Wealth Solutions Group
- R2026723
- Hybrid
About The Role:
Baird is seeking an experienced investment professional to serve as Manager of Equity & Fixed Income Research within our Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird’s PWM system and providing investment guidance and support to Baird’s Financial Advisors. This role plays a central part in leading equity research and portfolio management efforts, with additional oversight of fixed income activities within the PWM research platform.
This role is designed as a player‑coach position, combining hands‑on investment responsibility with team leadership, research prioritization, and advisor engagement. The Manager will directly act as co‑manager for two PWM Home Office Portfolios, collectively managing over $9B in client assets, and will also be responsible for overseeing two additional PWM Home Office Portfolios with nearly $2B in client assets. The role serves as a primary driver of day‑to‑day research execution and portfolio decision‑making, with significant accountability for research quality, portfolio positioning, and advisor‑facing outputs. Hybrid flexibility is offered, though business needs may require managers to maintain a greater in-office presence than analysts.
The Impact You’ll Make
- Play a lead role in the portfolio management of two PWM equity portfolios, including security selection, monitoring, and positioning
- Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day direction, feedback, and mentorship
- Drive equity research execution, with an emphasis on bottom-up stock selection
- Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views, sector views, and thematic insights
- Formulate and clearly communicate investment views, risks, and portfolio implications
- Provide oversight and guidance to fixed income research to ensure balanced, high-quality coverage
- Help to shape research priorities and allocate team resources based on market conditions and advisor needs
- Own the quality, accuracy, and integrity of research output and portfolio positioning
- Partner with analysts and PWM Market Strategy to deliver timely, insightful thought pieces across equities and fixed income
- Actively engage with Baird Financial Advisors through calls, presentations, written insights, and branch interactions to deliver research insights, portfolio guidance, and market perspective
- Drive awareness and adoption of four PWM Home Office Portfolios across the Baird branch network
- Serve as a key research contact and thought partner to advisors and internal stakeholders
- Contribute to platform innovation and operational efficiencies through the use of technology, including AI
- Establish clear expectations for research quality, communication, execution, and client service
- Manage hiring, onboarding, development, and performance management, with clear accountability for team execution and day‑to‑day leadership
- Foster a collaborative, high performance team culture
What You'll Bring To Baird
- Bachelor’s degree in finance, economics, or related field; MBA or advanced degree a plus
- 10+ years of investment experience, with strong equity research and portfolio management background, including direct security selection experience
- CFA designation strongly preferred (or meaningful progress toward completion)
- SIE, Series 7, and Series 63 licenses (or ability to obtain within six months)
- Working knowledge of fixed income markets and portfolio implications
- Strong investment judgment, analytical rigor, and high attention to detail
- Experience mentoring or developing junior talent; formal people management experience preferred but not required
- Exceptional written and verbal communication skills; ability to translate complex investment views for advisors; ability to interact with and influence all levels of the organization
#LI-CM1
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More About Our Firm
The Baird Way
What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.
Our Multicultural Community Conference
This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.
Honored to be a Best Place to Work
More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.
- Milwaukee, WI
- Wealth Solutions Group
- R2026723
- Hybrid
About The Role:
Baird is seeking an experienced investment professional to serve as Manager of Equity & Fixed Income Research within our Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird’s PWM system and providing investment guidance and support to Baird’s Financial Advisors. This role plays a central part in leading equity research and portfolio management efforts, with additional oversight of fixed income activities within the PWM research platform.
This role is designed as a player‑coach position, combining hands‑on investment responsibility with team leadership, research prioritization, and advisor engagement. The Manager will directly act as co‑manager for two PWM Home Office Portfolios, collectively managing over $9B in client assets, and will also be responsible for overseeing two additional PWM Home Office Portfolios with nearly $2B in client assets. The role serves as a primary driver of day‑to‑day research execution and portfolio decision‑making, with significant accountability for research quality, portfolio positioning, and advisor‑facing outputs. Hybrid flexibility is offered, though business needs may require managers to maintain a greater in-office presence than analysts.
The Impact You’ll Make
- Play a lead role in the portfolio management of two PWM equity portfolios, including security selection, monitoring, and positioning
- Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day direction, feedback, and mentorship
- Drive equity research execution, with an emphasis on bottom-up stock selection
- Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views, sector views, and thematic insights
- Formulate and clearly communicate investment views, risks, and portfolio implications
- Provide oversight and guidance to fixed income research to ensure balanced, high-quality coverage
- Help to shape research priorities and allocate team resources based on market conditions and advisor needs
- Own the quality, accuracy, and integrity of research output and portfolio positioning
- Partner with analysts and PWM Market Strategy to deliver timely, insightful thought pieces across equities and fixed income
- Actively engage with Baird Financial Advisors through calls, presentations, written insights, and branch interactions to deliver research insights, portfolio guidance, and market perspective
- Drive awareness and adoption of four PWM Home Office Portfolios across the Baird branch network
- Serve as a key research contact and thought partner to advisors and internal stakeholders
- Contribute to platform innovation and operational efficiencies through the use of technology, including AI
- Establish clear expectations for research quality, communication, execution, and client service
- Manage hiring, onboarding, development, and performance management, with clear accountability for team execution and day‑to‑day leadership
- Foster a collaborative, high performance team culture
What You'll Bring To Baird
- Bachelor’s degree in finance, economics, or related field; MBA or advanced degree a plus
- 10+ years of investment experience, with strong equity research and portfolio management background, including direct security selection experience
- CFA designation strongly preferred (or meaningful progress toward completion)
- SIE, Series 7, and Series 63 licenses (or ability to obtain within six months)
- Working knowledge of fixed income markets and portfolio implications
- Strong investment judgment, analytical rigor, and high attention to detail
- Experience mentoring or developing junior talent; formal people management experience preferred but not required
- Exceptional written and verbal communication skills; ability to translate complex investment views for advisors; ability to interact with and influence all levels of the organization
#LI-CM1
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More About Our Firm
The Baird Way
What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.
Our Multicultural Community Conference
This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.
Honored to be a Best Place to Work
More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
See All 54 Director Of Research Operations Jobs in Milwaukee
Find roles in Milwaukee that match your experience and apply in just a few clicks.
Find JobsDirector Of Research Operations Job Market in Milwaukee
Who's Hiring
- Medical College of Wisconsin39
- Baird3
- Marquette University3
- Versiti2
- LocaliQ1
Top Industries Hiring
- Education40
- Healthcare & Medical Services4
- Manufacturing1
Director Of Research Operations Jobs in Milwaukee: Frequently Asked Questions
How do I get a director of research operations job in Milwaukee?
Milwaukee's strongest hiring comes from its academic medical centers, large health systems, and university research programs, so candidates with experience managing clinical trial operations, grant compliance, or sponsored research administration have a real edge. Familiarity with IRB processes and federal funding requirements stands out locally. Building connections through the Medical College of Wisconsin, Marquette University, and Milwaukee's life sciences community accelerates the job search considerably.
Which companies hire director of research operationss in Milwaukee?
Employers hiring director of research operationss in Milwaukee right now include Medical College of Wisconsin, Baird, and Marquette University, based on current listings on Migrate Mate as of July 2026. Milwaukee's hiring base skews heavily toward academic medical institutions, integrated health networks, and nonprofit research organizations, which tend to hire for this role on a rolling basis throughout the year.
Are there remote director of research operations jobs in Milwaukee?
Yes, though with limits, since research operations leadership often involves on-site coordination with labs, IRBs, and faculty teams. About 18% of director of research operations openings tied to Milwaukee are remote or hybrid as of July 2026, primarily in organizations where administrative oversight rather than lab management defines the role. Grant and compliance-focused positions tend to offer the most scheduling flexibility in the Milwaukee market.
How can I get a director of research operations job in Milwaukee with little or no experience?
The most realistic entry path in Milwaukee is through a research coordinator or grants administrator role at one of the city's hospital systems or universities, then advancing into operations management over time. Organizations like the Medical College of Wisconsin and UW-Milwaukee regularly hire research support staff who grow into leadership positions. Demonstrating project management skills and exposure to federal grant compliance gives candidates a meaningful edge locally.
Which industries hire the most director of research operationss in Milwaukee?
Most director of research operations openings in Milwaukee sit in Education, Healthcare & Medical Services, and Manufacturing, per current listings on Migrate Mate as of July 2026. Milwaukee's concentration of academic medical centers, hospital networks, and research-intensive universities drives consistent demand for operations leadership that can manage funded research programs at scale.
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See All 54 Director Of Research Operations Jobs in Milwaukee
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