Branch Development Coach – PWM Academy

Baird; Milwaukee (WI); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Baird is seeking a PWM Academy Branch Consultant to support branch leaders, financial advisors, and branch staff through individual and team consulting and facilitated learning across all development phases. The role requires in-office work four days a week and collaboration across PWM and the Firm.

Ideal candidates have 3–5 years in financial or professional services, strong coaching and facilitation skills, and licenses or willingness to obtain securities licenses.

Qualifications

• 3–5 years financial/professional services experience.
• Experience confidently interacting with advisors in a consulting capacity.
• Coaching experience and/or certification a plus.
• Excellent verbal and written communication skills.
• Workshop and group facilitation skills.
• Strong critical thinking and proactive problem-solving, especially for people-related opportunities.

Responsibilities

• Guide branch leaders, financial advisors, and support associates in identifying academy learning opportunities.
• Provide coaching to Financial Advisors on team topics including formation, dissolution, succession planning, talent addition, and team development.
• Facilitate due diligence with Financial Advisors exploring teaming/partnerships with new trainees and experienced advisors.
• Lead succession planning for teams, advising on talent needs and knowledge transfer from retiring to successors.
• Support the Financial Advisor Training Program via workshops and follow-up meetings with teams after completion.
• Develop team and team leader program content for Financial Advisors and their teams.
• Facilitate content around communication, generations, high performing team behaviors, and playbooks.
• Lead High Performing Team summit breakouts and cohort follow-ups.

Skills

Verbal communication

Written communication

Facilitation

Coaching

Critical thinking

Problem solving

Team collaboration

Tools

Microsoft Office

Job description

Baird is seeking a PWM Academy Branch Consultant to support branch leaders, financial advisors, and branch staff through individual and team consulting and facilitated learning across all development phases. The role requires in-office work four days a week and collaboration across PWM and the Firm.

Ideal candidates have 3–5 years in financial or professional services, strong coaching and facilitation skills, and licenses or willingness to obtain securities licenses.