Branch Admin Lead — People Development & Operations Coach

ROBERT W. BAIRD & CO. INCORPORATED; Edina (MN); On-site; USD 46,000 - 63,000; Full time

Benefits offered by this job

Hourly wage: $33.59–$45.49

Bonus potential up to 10.5% of base

Total Rewards at Baird

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Branch Administrative Supervisor in Edina, MN to lead branch support staff and oversee administrative operations for the Branch Management Team.

The role emphasizes onboarding, training, and ongoing associate communication, with responsibility for planning and organizing branch workflows. The candidate should have SIE and Series 7/63/65/66 licenses or be able to obtain them within a year, plus strong Microsoft Office and PWM tools proficiency.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree preferred.
• Must have SIE, Series 7, 63/65 or 66 licenses or be able to obtain licenses within 1 year.
• Strong technology aptitude with the ability to adopt AI-enabled solutions.
• 3+ years of industry experience as a registered client specialist or comparable role; supervisory experience preferred.
• Knowledge of advanced sales support functions.
• Strong organizational skills and ability to prioritize and delegate workflow.
• Proficiency with Microsoft Office and PWM technology tools.
• Ability to lead a team and communicate effectively.

Responsibilities

• Oversee the employment life cycle for branch associates, from onboarding to offboarding.
• Provide ongoing associate development through performance management and coaching.
• Communicate branch initiatives and administrative topics to staff; lead monthly staff meetings.
• Supervise and evaluate branch support staff; prioritize and delegate tasks.
• Schedule staff hours and manage timecards; provide backup coverage when needed.
• Resolve problems and interpret policies; handle special projects as assigned.

Skills

SIE license

Series 7

63/65/66 licenses

Technology aptitude

Supervisory experience

Organizational skills

Microsoft Office

PWM tools

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

PowerPoint

PWM software

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Branch Administrative Supervisor in Edina, MN to lead branch support staff and oversee administrative operations for the Branch Management Team.

The role emphasizes onboarding, training, and ongoing associate communication, with responsibility for planning and organizing branch workflows. The candidate should have SIE and Series 7/63/65/66 licenses or be able to obtain them within a year, plus strong Microsoft Office and PWM tools proficiency.