Baird

2 weeks ago

Branch Administrative Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Lead branch support staff and oversee day-to-day branch procedures, training, and associate communications. Partner with the Market Director and/or Branch Manager to support strategic priorities, manage branch marketing initiatives, track marketing budgets and P&L reporting, and ensure compliance reviews. Own staffing metrics, progressive discipline, performance coaching, and the associate employment life cycle. Plan monthly meetings and recruit Financial Advisors as a liaison and recruiting resource for the branch.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Provide leadership to branch support staff by training, developing, supervising, and facilitating ongoing associate communication.
•Establish and implement branch procedures; research and complete special projects across one or more branches.
•Partner with the Market Director and/or Branch Manager to drive strategic priorities and manage parts of recruiting and branch progress toward goals.
•Collaborate on branch marketing initiatives and monitor branch marketing budgets, P&L reports, FA and branch rankings, and office equipment needs.
•Conduct compliance reviews, oversee employment lifecycle activities (interviewing, onboarding/off-boarding), and guide associates through performance management and career development.

Key Requirements

•7+ years of industry experience, including at least three years as a Client Specialist or Senior Client Specialist (or comparable role), with previous supervisory experience.
•Must be SIE and licensed (Series 7, 63/65 or 66), and be willing to obtain Series 9 and 10 licenses within 12 months of hire.
•Ability to lead a team effectively and work well with others.
•Strong social, written, and verbal communication skills, with the ability to relate effectively to others.
•Bachelor’s degree preferred (not required).

Experience:7+ years

Education:Bachelor's

Skills:LeadershipCommunicationOrganizational skillsPerformance managementStakeholder collaboration

Certifications:SIESeries 7Series 63/65Series 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

Website LinkedIn

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Baird

2 weeks ago

Branch Administrative Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Provide leadership to branch support staff by training, developing, supervising, and facilitating ongoing associate communication.
•Establish and implement branch procedures; research and complete special projects across one or more branches.
•Partner with the Market Director and/or Branch Manager to drive strategic priorities and manage parts of recruiting and branch progress toward goals.
•Collaborate on branch marketing initiatives and monitor branch marketing budgets, P&L reports, FA and branch rankings, and office equipment needs.
•Conduct compliance reviews, oversee employment lifecycle activities (interviewing, onboarding/off-boarding), and guide associates through performance management and career development.

Key Requirements

•7+ years of industry experience, including at least three years as a Client Specialist or Senior Client Specialist (or comparable role), with previous supervisory experience.
•Must be SIE and licensed (Series 7, 63/65 or 66), and be willing to obtain Series 9 and 10 licenses within 12 months of hire.
•Ability to lead a team effectively and work well with others.
•Strong social, written, and verbal communication skills, with the ability to relate effectively to others.
•Bachelor’s degree preferred (not required).

Experience:7+ years

Education:Bachelor's

Skills:LeadershipCommunicationOrganizational skillsPerformance managementStakeholder collaboration

Certifications:SIESeries 7Series 63/65Series 66Series 9Series 10

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn