PWM Academy Branch Consultant

ROBERT W. BAIRD & CO. INCORPORATED; Milwaukee (WI); Hybrid; USD 90,000 - 120,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Milwaukee seeks a PWM Academy Branch Consultant to support the Private Wealth Management team through consulting and learning initiatives.

The ideal candidate will possess industry experience and the desire to support branch leaders, advisors and staff via individual and team development. You will coach branch leaders and advisors, facilitate workshops, support succession planning, and help drive the PWM Academy program across offices with a collaborative,

Qualifications

• 3-5 years financial or 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.
• Willingness to travel at least 25%.
• Hybrid in-office requirement: in-office 4 days per week.

Responsibilities

• Guide branch leaders, financial advisors and support associates in identifying academy learning opportunities.
• Provide coaching on team formation, succession planning, and talent needs.
• Facilitate due diligence for teaming/partnership with trainees and experienced advisors.
• Lead succession planning conversations to ensure business retention.
• Support the Financial Advisor Training Program with workshop facilitation.
• Develop content for team leader programs and facilitator guides.
• Lead content on communication, generations, and high-performing team playbooks.
• Facilitate High Performing Team summit breakouts and cohort follow-ups.

Skills

Financial services experience

Coaching

Communication skills

Workshop facilitation

Critical thinking

SIE/Series licenses

Tools

Microsoft Office

Job description

About the Role:

As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management team providing support for our PWM Academy initiative. The ideal candidate should possess industry experience and the desire to support branch leaders, financial advisors and branch support associates via individual and team consulting and facilitated learning during all phases of team and associate development. The individual must be high-energy, reliable, possess strong critical thinking and problem-solving skills and enjoy working in a fast-paced environment and be able to work collaboratively with other associates across PWM and the Firm.

This position requires working from a Baird office 4 days per week.

The Impact You’ll Make:

• Guide branch leaders, financial advisors and support associates in identifying appropriate academy learning and development opportunities
• Provide coaching to Financial Advisors on a variety of team related topics including team formation, team dissolution, succession planning, adding talent, compensation, communication and team foundation building
• Facilitate the due diligence process with Financial Advisors exploring teaming/partnership both with new advisor trainees and experienced advisors
• Lead the succession planning process with teams, including advising on talent needs and facilitating team conversations to transition knowledge from the retiring advisor to the successor(s) to ensure business retention
• Support the Financial Advisor Training Program via team workshop facilitation and leading follow up meetings with teams after the program ends
• Partner in development of team and team leader program content for Financial Advisors and their teams
• Facilitate teams-related content around communication, generations, high performing team behaviors and high performing team playbooks
• Facilitate High Performing Team summit breakouts and cohort follow-up sessions

What You’ll Bring to Baird:

• 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
• Critical thinking and proactive problem-solving skills, especially as it relates to people-related opportunities and issues
• Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed
• Proficient in Microsoft Office suite (Word, Excel and PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
• This is an in-office position that requires a minimum of 25% travel
• Associates in Baird branches will be considered for this opportunity however will be required to work hybrid in office 4 days per week