Branch Operations Leader & Talent Coach

Baird; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Baird is seeking a Branch Administrative Supervisor to lead the branch support staff, oversee onboarding, training, development, and ongoing communication. The role also directs the branch’s administrative work, develops branch procedures, and completes special projects under the Branch Manager and Financial Advisors.

In this position you will supervise up to 10 staff, schedule work hours, coordinate training, and perform client-facing duties while ensuring adherence to PWM initiatives and

Qualifications

• SIE, Series 7, and 63/65 or 66 licenses are required.
• 3+ years of industry experience as a Registered Client Specialist or comparable role; supervisory experience preferred.
• Knowledge of advanced sales support functions.

Responsibilities

• Supervises and evaluates the work of branch support staff; prioritizes work, assigns tasks, and monitors progress.
• Oversees onboarding and offboarding of branch associates and coordinates performance development.
• Plans and leads monthly staff meetings and communicates policies to staff.
• Performs the daily responsibilities of a Client Specialist and provides strong interpersonal service to clients, prospects, and associates.
• May provide P&L oversight alongside the Branch Manager.

Skills

SIE

Series 7

63/65 or 66 licenses

Education

High school diploma

Bachelor’s degree preferred

Job description

Baird is seeking a Branch Administrative Supervisor to lead the branch support staff, oversee onboarding, training, development, and ongoing communication. The role also directs the branch’s administrative work, develops branch procedures, and completes special projects under the Branch Manager and Financial Advisors.

In this position you will supervise up to 10 staff, schedule work hours, coordinate training, and perform client-facing duties while ensuring adherence to PWM initiatives and