PWM Academy Branch Consultant at Baird

Milwaukee, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

0.0

Posted On

27 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Services Experience, Consulting, Verbal Communication, Written Communication, Workshop Facilitation, Critical Thinking, Problem-Solving, Team Development, Coaching, Succession Planning, Microsoft Office, Team Formation, Team Communication, High Performing Teams, Talent Management, Due Diligence

Industry

Financial Services

Description

About the Role: As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management team providing support for our PWM Academy initiative. The ideal candidate should possess industry experience and the desire to support branch leaders, financial advisors and branch support associates via individual and team consulting and facilitated learning during all phases of team and associate development. The individual must be high-energy; reliable; possess strong critical thinking, and problem-solving skills; and enjoy working in a fast-paced environment; and be able to work collaboratively with other associates across PWM and the Firm. This position requires working from a Baird office 3 days per week. The Impact You’ll Make: Guide branch leaders, financial advisors, and support associates in identifying appropriate academy learning and development opportunities, Provide coaching to Financial Advisors on a variety of team related topics including team formation, team dissolution, succession planning, adding talent, compensation, communication, and team foundation building. Facilitate the due diligence process with Financial Advisors exploring teaming/partnership both with new advisor trainees and experienced advisors. Lead the succession planning process with teams, including advising on talent needs and facilitating team conversations to transition knowledge from the retiring advisor to the successor(s) to ensure business retention. Support the Financial Advisor Training Program via team workshop facilitation, and leading follow up meetings with teams after the program ends. Partner in development of team and team leader program content for Financial Advisors and their teams. Facilitate teams-related content around communication, generations, high performing team behaviors, and high performing team playbooks. Facilitate High Performing Team summit breakouts, and cohort follow-up sessions. What You’ll Bring to Baird: 3-5 years financial services experience Experience confidently interacting with advisors in a consulting capacity Excellent verbal and written communication skills Workshop and group facilitation skills Critical thinking and proactive problem-solving skills, especially as it relates to people-related opportunities and issues Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms This is an in-office position that requires a minimum of 25% travel Associates in Baird branches will be considered for this opportunity however will be required to work hybrid in office #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. 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.

Responsibilities

Guide branch leaders and financial advisors in identifying learning and development opportunities while providing coaching on team-related topics. Facilitate processes such as succession planning and team workshops to ensure effective team dynamics and knowledge transfer.