Branch Growth Leader — Financial Advisory Team

Baird; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Baird in Milwaukee is seeking an Associate Branch Manager to lead branch operations, manage Financial Advisors and support staff, and drive revenue growth while delivering outstanding client service.

You will recruit and coach talent, ensure regulatory compliance, manage budgets, and partner with HR to optimize staffing and performance. The role requires strong business acumen and a collaborative leadership style.

Qualifications

• 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 and ability to ask probing questions, respond clearly and candidly.
• Proficiency in dealing with legal and compliance issues; ability to stand firm on ethics or compliance.
• Ability to drive for results and be goal oriented.
• Strong strategic management skills; ability to articulate a credible picture and lead change.
• Ability to source, build, and develop talent; understand recognition and retention.

Responsibilities

• Lead local recruiting efforts with consistent activity and close recruitment outcomes.
• Coach Financial Advisors across levels including next-gen and experienced teams.
• Ensure PWM priorities are met and partner with Wealth Centers to achieve metrics.
• Drive revenue growth and profitability for the branch.
• Oversee office and budget management.
• Partner with HR on associate relations and staffing metrics.
• Manage compliance and legal issues within the branch.
• Serve as a local brand ambassador and community presence.

Skills

Recruiting

Leadership

Coaching

Strategic planning

Regulatory compliance

Talent development

Budget management

Communication

Education

Bachelor's degree

Job description

Baird in Milwaukee is seeking an Associate Branch Manager to lead branch operations, manage Financial Advisors and support staff, and drive revenue growth while delivering outstanding client service.

You will recruit and coach talent, ensure regulatory compliance, manage budgets, and partner with HR to optimize staffing and performance. The role requires strong business acumen and a collaborative leadership style.