Business Development Coordinator

Baird; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Baird is seeking a Business Development Coordinator for its PWM division in Milwaukee, WI. This role involves collaborating with the Business Development team to enhance communication and efficiency, managing projects, and supporting strategic initiatives. Ideal candidates will have a bachelor's degree and experience in financial services, along with strong organizational and communication skills.

Benefits

Unique culture valuing diverse backgrounds

Opportunity to collaborate with tenured professionals

Qualifications

• 1-3 years experience in the financial services industry preferred.
• Ability to manage multiple priorities and deadlines.
• Comfort and proficiency with database related applications.

Responsibilities

• Collaborate with the Business Development team on day-to-day operations.
• Organize and facilitate team meetings, ensuring effective communication.
• Support coordination and execution of growth forums.

Skills

Organizational Skills

Communication Skills

Interpersonal Skills

Attention to Detail

Customer Service

Education

Bachelor’s Degree

Tools

Excel

CRM

Teams

Video Editing Applications

Job description

Our Private Wealth Management (PWM) division is seeking a coordinator for its PWM Business Development (BD) team. The PWM Business Development team, comprised of regional consultants (BDCs) and associates (BDAs) is an established group with a mission to grow revenues and improve profitability by acting as an internal ‘management consultant’ and ‘practice management coach’ to Market Director, Branch Leaders, and Financial Advisor Practices. This Business Development group plays a leadership role in our regionally aligned Wealth Center – a team of functional experts that come together to elevate the business outcomes and client experience by partnering with our Financial Advisor Practices. In addition to coaching and consulting our branch network, the business development team is instrumental in building and partnering across the PWM platform on strategic initiatives.

Partnering with the Business Development team to drive consistency, engagement, and business outcomes across our branch network and with our internal Wealth Center and Wealth Solutions Group teams, the Business Development Coordinator will play an important role to support PWM’s strategic and growth initiatives.

As a Business Development Coordinator, you will:

• Collaborate with the Business Development team on day-to-day operations to enable high quality communication, team alignment and efficiencies.
  • Organize and facilitate team meetings, including preparing agendas, recording notes and following up on action items to maintain the momentum created by the meeting.
  • Act as the central point of contact for all team members, ensuring effective communication across the team.
  • Coordinates project schedules, tasks and assignments to ensure timely project completion.
• Partner with Business Development colleagues to centralize key tasks to drive consistency, efficiency, and superior outcomes for the team and the Advisor practices we engage.
  • Create and maintain consulting library to ensure accuracy, accessibility and consistent utilization of key team resources.
  • Proactively develop and maintain team content and resources including presentations, BairdWeb, videos, agendas and reports.
  • Manage and enhance the utilization and reporting of team CRM.
  • Play lead role in annual practice priority development and execution.
• Support the coordination and execution of growth forums. Play a leading role in managing invite and registration, focus survey development and responses.
• Act as a liaison with internal partners in our Wealth Center and Wealth Solutions Group - the platform of experts and solutions for PWM, Operations, and Corporate Events – to foster communication and collaboration.
  • Take a leading role in organizing and facilitating Wealth Center leader meetings.
• Over time, a successful Business Development Coordinator will be expected to proactively generate ideas for the team, take on Business Development Associate duties and to travel modestly to branch offices to help advisors and managers in person.

What makes this opportunity great:

• Position will be based from our global headquarters in Milwaukee, WI with the the opportunity to collaborate with tenured professionals.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership

What we look for:

• Bachelor’s degree preferred. 1-3 years experience in the financial services industry preferred
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to work independently in a fast-paced team environment with minimal supervision.
• Excellent written and verbal communication skills.
• Strong interpersonal skills, with the ability to collaborate effectively with diverse teams.
• Comfort with ambiguity as well as strong learning mindset and attention to detail.
• Goal oriented - ability to maintain focus on a small number of long-term, high impact priorities.
• Comfort and proficiency with Excel, CRM, Teams, video editing and other database related applications.
• Strong commitment to provide exceptional customer service. Excellent people/communication skills, self-motivated and a team player.

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.