Branch Administration Lead and People Developer

Baird; Minnetonka (MN); On-site; USD 46,000 - 63,000; Full time

Benefits offered by this job

Bonus up to 10.5% of base pay

Total Rewards program

Job summary

Baird is seeking a Branch Administrative Supervisor in Minnetonka, MN. You will lead a branch support team, manage onboarding and performance coaching, and ensure smooth administrative operations for the branch management team.

The role requires SIE and securities licenses or the ability to obtain them within a year, strong organizational and communication skills, and proficiency with Microsoft Office and PWM tools. A Bachelor’s degree is preferred but not required.

Qualifications

• High school diploma required; bachelor’s degree preferred, not required.
• Must have SIE, Series 7, 63/65 or 66 licenses or be able to obtain 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.
• Knowledge of advanced sales support functions.
• Strong organizational skills and ability to delegate branch’s daily workflow to achieve goals.

Responsibilities

• Oversees the employment life cycle, including onboarding and offboarding for branch associates.
• Supports associate development through performance management and goal setting.
• Conveys PWM initiatives and communicatesOperational topics to staff; leads monthly staff meetings.
• Supervises and evaluates branch support staff; prioritizes work and monitors progress.
• Schedules staff hours and time off to ensure adequate coverage; may act as backup.
• Resolves problems and interprets policies for staff.
• Performs other duties and special projects.
• Potential to supervise up to 10 branch office staff.
• Handles scheduling, check requests, travel booking, expenses, and facilities requests.

Skills

Team leadership

Organizational skills

Analytical skills

Communication skills

Detail-oriented

Follow-through

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

MS Office

PWM technology

AI-enabled solutions

Job description

Baird is seeking a Branch Administrative Supervisor in Minnetonka, MN. You will lead a branch support team, manage onboarding and performance coaching, and ensure smooth administrative operations for the branch management team.

The role requires SIE and securities licenses or the ability to obtain them within a year, strong organizational and communication skills, and proficiency with Microsoft Office and PWM tools. A Bachelor’s degree is preferred but not required.