Associate Branch Manager

Baird; Lexington (KY); On-site; USD 70,000 - 110,000; Full time

Job summary

Baird in Lexington, KY is seeking an Associate Branch Manager to partner with the Branch Manager in overseeing branch operations and support professionals. The role focuses on driving revenue, recruiting talent, managing risk, and delivering superior customer service while guiding associates toward growth and achievement.

You will embody strong business acumen, coach teams, translate PWM strategy into daily actions, and foster a culture where input is valued and ownership is shared, helping the

Qualifications

• Bachelor's degree required.
• 5+ years of industry experience.
• Licenses: SIE, Series 7, 66, 9, 10, Life, Health, and Variable Annuity.
• Strong communication and ethics/compliance mindset.
• Ability to drive results and manage strategic initiatives.

Responsibilities

• Partner in local recruiting to source FA talent and close recruits.
• Coach FA teams, including next-gen and experienced groups.
• Ensure PWM priorities are met and WM metrics achieved.
• Drive revenue growth and profitability of the branch.
• Oversee office budget and operations.
• Monitor associate relations and staffing metrics with HR.
• Support compliance and manage legal issues.
• Act as a local brand ambassador in the community.

Skills

Recruiting

Coaching

Revenue growth

Branch leadership

Client service

Strategic thinking

Communication

Compliance

Talent development

Budget management

Education

Bachelor's degree

Tools

SIE license

Series 7

Series 66

Series 9

Series 10

Life Insurance License

Health Insurance License

Variable Annuity License

Job description

About The Role

The Associate Branch Manager will partner with the Branch Manager in oversight of branch operation functions and the Financial Advisors, Associate Financial Advisors and support professionals for the branch. Focuses time on driving branch revenue, recruiting talent, managing risk, continuing to build a book of business, and delivering superior customer service. Exhibits strong business acumen, dedicates time and energy to associates in the branch, serving as a strong coach, encouraging growth and development, and recognizing achievements. Helps associates understand PWM's strategy and connect it to their goals and daily activities. Additionally, this leader will create a culture and office climate in which people want to do their best by inviting input and sharing ownership and visibility.

About The Role

The Associate Branch Manager will partner with the Branch Manager in oversight of branch operation functions and the Financial Advisors, Associate Financial Advisors and support professionals for the branch. Focuses time on driving branch revenue, recruiting talent, managing risk, continuing to build a book of business, and delivering superior customer service. Exhibits strong business acumen, dedicates time and energy to associates in the branch, serving as a strong coach, encouraging growth and development, and recognizing achievements. Helps associates understand PWM's strategy and connect it to their goals and daily activities. Additionally, this leader will create a culture and office climate in which people want to do their best by invoking input and sharing ownership and visibility.

The Impact You'll Make

• Partner in local recruiting efforts to include consistent recruit activity by sourcing experienced FA's, regular follow up in the process and helping close a recruit
• Engage in coaching FA's including next gen and experienced FA teams
• Ensure PWM strategic priorities are being met, including partnering with the Wealth Centers to achieve WM metric goals
• Drive revenue growth and profitability of the branch
• Office and budget management
• Associate relations and staffing metrics in partnership with HR
• Partner in managing compliance and legal issues
• Local community brand ambassador

What You'll Bring To Baird

• 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 with the ability to ask probing questions and respond in a manner that is consistent, clear, and candid.
• Proficiency in dealing with legal and compliance issues. Ability to stand firm on matters of ethics or compliance.
• Ability to drive for results and is goal oriented.
• Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities. Can embrace and lead change.
• Can source, build, and develop talent. Understands and demonstrates the importance of recognition and retention.
• Demonstrates self-management abilities.