Associate Branch Manager

Baird
United States
Workplace: OnsiteFull timeFunction: Business OperationsExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Coaching","Strategic management","Ethics","Self-management"]

Partner with the Branch Manager to oversee branch operations and support Financial Advisors, focusing on revenue growth, recruiting, risk management, and customer service. Coach next-gen and experienced teams, ensure Wealth Centers and PWM strategic priorities are met, and manage office and budget responsibilities. Own associate relations, staffing metrics, and help manage compliance and legal issues while serving as a local community brand ambassador.

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Baird
Baird
5 days ago

Associate Branch Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Partner with the Branch Manager to oversee branch operations and support Financial Advisors, focusing on revenue growth, recruiting, risk management, and customer service. Coach next-gen and experienced teams, ensure Wealth Centers and PWM strategic priorities are met, and manage office and budget responsibilities. Own associate relations, staffing metrics, and help manage compliance and legal issues while serving as a local community brand ambassador.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Manager level

Key Responsibilities

  • •Partner with the Branch Manager to oversee branch operations and support Financial Advisors and associates.
  • •Drive branch recruiting, including sourcing experienced FA leads and supporting recruit close.
  • •Coach Financial Advisors and help teams meet strategic priorities and Wealth Center metric goals.
  • •Drive revenue growth and profitability, including office and budget management.
  • •Manage associate relations and staffing metrics in partnership with HR, and support compliance and legal issues.

Key Requirements

  • •Bachelor’s degree required.
  • •5+ years of industry experience.
  • •Must hold SIE, Series 7 and 66, 9, 10, Life, Health, and Variable Annuity Insurance Licenses.
  • •Strong communication skills, including the ability to ask probing questions and respond clearly and candidly.
  • •Proficiency in dealing with legal and compliance issues with strong ethics and compliance judgment.
Experience:5+ yearsFinancial services
Education:Bachelor's
Skills:CommunicationCoachingStrategic managementEthicsSelf-management
Licenses:LifeHealthVariable Annuity Insurance
Certifications:SIESeries 7Series 66Series 9Series 10

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn