AI Enablement Lead - Institutional Equities and Research

Baird•Milwaukee, WI

3d•Onsite

About The Position

We are seeking an AI Enablement Lead to directly drive the practical application of AI across our Institutional Equities and Research (IER) business. This role is focused on hands-on identification, prototyping, and delivery of high-impact AI use cases that improve how work gets done across Equity Research, Institutional Sales, Institutional Trading, and Corporate Access. Working closely with IER technology product management, business leaders, end users, and IT partners, this individual will translate opportunities into working solutions that deliver measurable results. Success in this role will come from getting embedded with the business and personally using AI technologies to build, test, and scale real use cases that create visible value and generate pull across the platform. The role requires balancing experimentation with focus, ensuring efforts translate into practical outcomes that drive productivity, insight, and revenue. This role is highly collaborative and in-person, requiring regular engagement with teams across Research, Sales, and Trading. The individual will report to the Head of Global Equities and is based in our downtown Milwaukee office. Baird is an employee-owned firm with a long-standing culture of collaboration, partnership, and long-term thinking. That model allows us to move quickly, work directly across teams, and focus on building solutions that are practical, trusted, and actually used.

Requirements

3–7 years of professional experience, including hands-on application of AI in a business environment
Demonstrated experience building, prototyping, or implementing AI-enabled solutions used in real workflows in a professional setting
Strong working knowledge of generative AI, agentic concepts, and enterprise AI tools (e.g., M365 Copilot, Copilot Studio, ChatGPT, Claude)
High degree of curiosity and motivation to continuously explore new AI capabilities and practical applications
Comfort experimenting, iterating, and learning by doing rather than operating only at a conceptual level
Proven ability to work directly with end users to deliver practical, high-impact solutions
Strong interpersonal and communication skills, with the ability to engage technical and non-technical audiences
Bias toward action, ownership, and delivering tangible results
Passion for applying AI to solve real business problems and improve how work gets done
Bachelor’s degree in Business, Computer Science, Data Science, or a related field required

Nice To Haves

Experience in equity research, institutional sales, trading, or a related financial domain preferred, or the ability to quickly learn complex workflows

Responsibilities

Hands-On AI Enablement & Delivery Work directly with Equity Research, Institutional Sales, Trading, and Corporate Access teams to identify, build, test, and scale high-impact AI use cases Personally prototype and deliver solutions using M365 Copilot, Copilot Studio, ChatGPT, Claude, and agent-based AI frameworks
Practical AI Application & Fluency Apply generative and agentic AI to real workflows, including research production, content creation, client insights, idea generation, and decision support Translate AI capabilities and limitations into clear, actionable business value for end users and leaders
Education, Enablement & Adoption Embed with teams to understand how work gets done, surface opportunities, and drive adoption through delivered solutions Act as a hands-on resource for teams applying AI to their day-to-day work
AI Solution Delivery & Execution Rapidly test ideas, gather feedback, iterate, and scale successful use cases in partnership with technology teams Maintain focus and prioritization to ensure efforts drive measurable productivity, revenue, and adoption outcomes
Strategic Leadership & Vision Set and communicate a clear, practical vision for how AI is applied across IER, grounded in real workflows and business priorities Continuously explore emerging AI capabilities and identify the highest-impact opportunities across Research, Sales, Trading, and Corporate Access

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