Branch Administrative Manager

Baird; Wexford; On-site; EUR 70,000 - 100,000; Full time

Job summary

Baird seeks a Branch Administrative Manager to lead branch support staff, train and supervise associates, and implement branch procedures. You will coordinate marketing efforts with leadership and ensure compliance as delegated.

The role includes recruiting resources for Financial Advisor teams and managing staff life cycles across multiple branches. The ideal candidate brings 7+ years in the industry with supervisory experience, holds required licenses, and embraces new AI-enabled tools to

Qualifications

• 7+ years of industry experience with a minimum of three years in a supervisory client role.
• Must hold SIE, Series 7, 63/65 or 66 licenses and be willing to obtain Series 9 and 10 within 12 months.

Responsibilities

• Lead and supervise branch support staff and recruit for FA roles.
• Coordinate branch marketing with Market Director/Branch Manager and monitor budgets and P&L.
• Perform compliance reviews and serve as backup to Branch Manager as delegated.
• Develop staffing metrics, conduct performance coaching, and guide associates’ career development.
• Direct onboarding, scheduling, and employment life cycle for branch associates.

Skills

Leadership

Communication

Team management

Organizational skills

Coaching

Education

Bachelor's degree preferred

Tools

AI-enabled tools

Job description

About the Role:

Baird’s Branch Administrative Managers are primarily responsible for leadership of branch support staff. You will train, develop, and supervise branch office support associates, and facilitate ongoing associate communication. The Branch Administrative Manager (BAM) establishes and implements branch procedures, and researches and completes special projects. In addition, you will act as a branch marketing liaison and Financial Advisor (FA) recruiting resource. The BAM may be responsible for compliance oversight delegated by the Branch Manager via the Branch Office Manager’s Letter of Delegation. These duties may occur with multiple branches. Within a Market, the BAM aligns processes and practices of other administrative leaders.

The Impact You’ll Make:

• Workin partnership with the Market Director and/or Branch Manager to drive strategic priorities for the market andbranch. This couldinvolve project management, managing components of the recruiting process, and monitoring of branch progress towards goals
• Collaborate with Marketing and Branch Manager on branch marketing initiatives (i.e., Next Gen, wealth planning, etc.)
• Workin partnership with the Market Director and/or Branch Manager to monitor and track branch marketing budgets, P&L reports, FA and branch rankings, and manage office equipment needs
• Performdaily, monthly and annual compliance reviews indicated on the Branch Office Manager’s Letter of Delegation, and will act as a backup to the Branch Manager in accordance with the letter of delegation
• Be responsible for quarterly staffing metrics, progressive discipline, in partnership with Human Resources and Branch Manager
• Guideassociates through ongoing performance management which includes goal setting, performance coaching, and career development
• Assess and identify with all branch support to develop goals that align with PWM’s Strategic Priorities, FA Business Plans and branch business needs
• Resolveassociate issues and interpretpolicies, procedures, and guidelines for staff
• Planand leadmonthly branch support staff meetings
• Educateassociates of PWM initiatives, business unit results and branch specific results
• Superviseand evaluatethe work of the branch support staff
• Schedulesupport staff work hours and time off to provide adequate coverage
• Responsible for the employment life cycle, including interviewing and onboarding or off-boarding, of branch associates
• May act as backup to staff, filling in where necessary

What You’ll Bring to Baird:

• 7+ years of industry experience with a minimum of three years as a Client Specialistor Senior Client Specialist or comparable role. Previous supervisory experience required
• Must be SIE, Series 7, 63/65 or 66 licensed and be willing to obtain the Series 9 and 10 licenses within 12 months of hire
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
• Ability to work well in and effectively lead a team
• Excellent social, written and verbal communications skills are a must and ability to effectively relate to others
• Strong organizational skills–ability to prioritize and delegate branch’s daily workflow to effectively organize tasks/people in order to achieve specific goals
• Bachelor’s degree preferred, not required

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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.