Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners.
True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families.
We work closely with them to prioritize their goals, utilizing Baird's resources and expertise to create a tailored plan to ensure success as they've defined it.
Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets.
Check out this video to learn more about our Private Wealth Management business.
The Branch Administrative Supervisor (BAS) is primarily responsible for performing advanced administrative, industry and professional support functions for the Branch Manager and / or Financial Advisor(s).
In addition, the Branch Administrative Supervisor is responsible for supervising the work of the branch support staff, including onboarding, training, development and ongoing associate communication.
The position also includes planning, directing and organizing the branch's administrative work, developing and recommending branch procedures, and researching and completing special projects.
This position will also perform the daily responsibilities of a Client Specialist (CS).
As a Branch Administrative Supervisor, you will :
- Performs the daily responsibilities of a CS by providing strong interpersonal service to clients, prospects and associates.
- Responsible for the employment life cycle, including interviewing and onboarding or off boarding, of branch associates.
- Responsible for, in partnership with the Branch Manager and Financial Advisors, ongoing associate development through the performance management process.
Facilitates setting associate goals and ongoing monthly performance coaching to establish proper career development. In addition, ensures alignment of goals with branch and FA business plans.
- Coordinates / arranges training for all branch support associates to ensure their work is linked to Financial Advisor (FA) and branch business needs.
- Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately.
Plans and leads monthly staff meetings.
- Supervises and evaluates the work of the branch support staff. Prioritizes work, assigns tasks and monitors progress.
- Schedules support staff work hours and time off to provide adequate coverage for the branch's varied assignments and manages timecard approvals.
May act as backup to staff, filling in where necessary.
- Resolves problems and interprets policies, procedures, and guidelines for staff.
- May be responsible for P&L oversight alongside branch manager.
- Performs other duties and special projects as assigned.
- Supervises up to 10 branch office support staff.
What makes this opportunity great :
- Fast paced environment that will enable you to grow as a professional.
- Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
What we look for :
- High school diploma or equivalent required. Bachelor's degree preferred.
- Must be SIE, Series 7, 63 / 65 or 66 licensed.
- 3+ years of industry experience as a registered client specialist or comparable role. Previous supervisory experience strongly preferred.
- Knowledge of advanced sales support functions.
- Strong organizational skills - ability to prioritize and delegate branch's daily workflow to effectively organize tasks / people in order to achieve specific goals.
- Ability to work well in and effectively lead a team.
- Excellent written and verbal communications skills
- Superior analytical skills with a focus on detail.
LI-PWM4
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual.
We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress.
We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.
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