... Branch Manager * Performs other duties and special projects as assigned * Supervises up to 10 branch office support staff * Some travel required to near by locations What You'll Bring to Baird:

60 Baird Branch Manager Jobs Hiring Near You
... Branch Manager * Performs other duties and special projects as assigned * Supervises up to 10 branch office support staff * Some travel required to near by locations What You'll Bring to Baird:
May be responsible for P&L oversight alongside the Branch Manager * Performs other duties and special projects as assigned * Supervises up to 10 branch office support staff What You'll Bring to Baird:
May be responsible for P&L oversight alongside the Branch Manager * Performs other duties and special projects as assigned * Supervises up to 10 branch office support staff What You'll Bring to Baird:
Branch Administrative Supervisor I
Denver, CO · On-site
$35.18 - $47.65/hr
Responsible for, in partnership with the Branch Administrative Manager and Financial Advisors ... What You'll Bring to Baird: * High school diploma or equivalent required. Bachelor's degree ...
Branch Administrative Supervisor I
Denver, CO · On-site
$35.18 - $47.65/hr
Responsible for, in partnership with the Branch Administrative Manager and Financial Advisors ... What You'll Bring to Baird: * High school diploma or equivalent required. Bachelor's degree ...
CRT Advisor Associate
Milwaukee, WI · On-site
... in Baird's branch network. The Impact You'll Make: * Partners with Wealth Centers and Wealth ... Operate within the team's client service and wealth management strategy to ensure high quality ...
CRT Advisor Associate
Milwaukee, WI · On-site
... in Baird's branch network. The Impact You'll Make: * Partners with Wealth Centers and Wealth ... Operate within the team's client service and wealth management strategy to ensure high quality ...
Actively engage with Baird Financial Advisors through calls, presentations, written insights, and branch interactions to deliver research insights, portfolio guidance, and market perspective * Drive ...
Actively engage with Baird Financial Advisors through calls, presentations, written insights, and branch interactions to deliver research insights, portfolio guidance, and market perspective * Drive ...
CRT Advisor Associate
Louisville, KY · On-site
... in Baird's branch network. The Impact You'll Make: * Partners with Wealth Centers and Wealth ... Operate within the team's client service and wealth management strategy to ensure high quality ...
CRT Advisor Associate
Louisville, KY · On-site
... in Baird's branch network. The Impact You'll Make: * Partners with Wealth Centers and Wealth ... Operate within the team's client service and wealth management strategy to ensure high quality ...
Responsible for, in partnership with the Branch Administrative Manager and Financial Advisors ... Baird: * High school diploma or equivalent required. Bachelor's degree preferred * Must be SIE ...
Responsible for, in partnership with the Branch Administrative Manager and Financial Advisors ... Baird: * High school diploma or equivalent required. Bachelor's degree preferred * Must be SIE ...
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ... The Investment Solutions Branch Consultant is responsible for partnering with Financial Advisors ...
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ... The Investment Solutions Branch Consultant is responsible for partnering with Financial Advisors ...
As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management ... Baird's Private Wealth Management technology platforms * This is an in-office position that ...
As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management ... Baird's Private Wealth Management technology platforms * This is an in-office position that ...
PWM Transition Specialist
Milwaukee, WI · On-site
You will also support new branch openings and acquisitions, ensuring that advisors, staff, and clients experience a smooth, well-coordinated onboarding to Baird's Private Wealth Management platform.
PWM Transition Specialist
Milwaukee, WI · On-site
You will also support new branch openings and acquisitions, ensuring that advisors, staff, and clients experience a smooth, well-coordinated onboarding to Baird's Private Wealth Management platform.
Clients - Deliver solutions aligned with Baird's Wealth Management Experience. Branch Network - Increase scale and productivity while ensuring branch associates have adopted relevant and widely ...
Clients - Deliver solutions aligned with Baird's Wealth Management Experience. Branch Network - Increase scale and productivity while ensuring branch associates have adopted relevant and widely ...
Technology Solutions Consultant
Denver, CO · On-site
$8.0K - $110K/yr
Baird's Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology ... In this role, you'll work directly with advisors, support staff, and branch leadership to help ...
Technology Solutions Consultant
Denver, CO · On-site
$8.0K - $110K/yr
Baird's Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology ... In this role, you'll work directly with advisors, support staff, and branch leadership to help ...
Client Specialist
Fort Worth, TX · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... Answers phone calls coming into the branch through a switchboard and routes calls to their ...
Client Specialist
Fort Worth, TX · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... Answers phone calls coming into the branch through a switchboard and routes calls to their ...
You'll build trusted relationships with PWM Branch Managers and Corporate Resource Groups (CRG ... What You'll Bring to Baird: * A minimum of 5 years of experience in brokerage/investment advisor ...
You'll build trusted relationships with PWM Branch Managers and Corporate Resource Groups (CRG ... What You'll Bring to Baird: * A minimum of 5 years of experience in brokerage/investment advisor ...
Client Assistant
Fort Wright, KY · On-site
$17 - $23.25/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch, when necessary, as well as perform other ...
Client Assistant
Fort Wright, KY · On-site
$17 - $23.25/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch, when necessary, as well as perform other ...
Client Specialist
Grand Rapids, MI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Grand Rapids, MI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Scottsdale, AZ · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Scottsdale, AZ · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Fort Worth, TX · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... Answers phone calls coming into the branch through a switchboard and routes calls to their ...
Client Specialist
Fort Worth, TX · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... Answers phone calls coming into the branch through a switchboard and routes calls to their ...
Client Assistant
Covington, KY · On-site
$16.75 - $23/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch, when necessary, as well as perform other ...
Client Assistant
Covington, KY · On-site
$16.75 - $23/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch, when necessary, as well as perform other ...
Client Specialist
Anchorage, AK · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Anchorage, AK · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Baird Jobs Information
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Full-time
This job post has expired today. Applications are no longer accepted.
Baird rating
8.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
The Branch Administrative Supervisor (BAS) is primarily 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. In addition, the Branch Administrative Supervisor performs advanced administrative, industry and professional support functions for the Branch Manager and/or Financial Advisor(s).
The Impact You'll Make:
- Supervises and evaluates the work of branch support staff; prioritizes work, assigns tasks and monitors progress
- Responsible for the employment life cycle, including interviewing and onboarding or offboarding, 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 and arranges training for branch support associates to ensure alignment with Financial Advisor (FA) and branch business needs
- 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
- Performs the daily responsibilities of a Client Specialist (CS) by providing strong interpersonal service to clients, prospects and associates
- Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately.
- Plans and leads monthly staff meetings. Resolves problems and interprets policies, procedures and guidelines for staff
- May be responsible for P&L oversight alongside the Branch Manager
- Performs other duties and special projects as assigned
- Supervises up to 10 branch office support staff
- Some travel required to near by locations
What You'll Bring to Baird:
- Must have SIE, Series 7, 63/65 or 66 licenses or be able to obtain licenses within 1 year
- 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 technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
- Strong organizational skills with the ability to prioritize and delegate workflows to achieve business objectives
- Ability to work effectively in and supervise a team environment
- Excellent interpersonal, written and verbal communication skills
- Strong analytical skills with attention to detail
- High school diploma or equivalent required; bachelor's degree preferred
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