PWM Academy Branch Consultant

Baird; Milwaukee (WI); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Baird in Milwaukee, WI is seeking a PWM Academy Branch Consultant to support branch leaders and financial advisors through consulting and learning facilitation across all development phases. The role requires collaborating with PWM and Firm associates, and it mandates 4 days per week in-office with at least 25% travel.

The candidate should have 3-5 years in financial/professional services, strong coaching and communication skills, and relevant licenses or willingness to become licensed.

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.
• Critical thinking and proactive problem-solving skills, especially as it relates to people-related opportunities and issues.
• SIE Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed.
• Proficient in Microsoft Office suite with the ability to learn and navigate PWM tech platforms.
• In-office position that requires a minimum of 25% travel.
• Associates in Baird branches will be considered but hybrid in-office 4 days per week.

Responsibilities

• Guide branch leaders, financial advisors and support associates in identifying appropriate academy learning and development opportunities.
• Provide coaching to Financial Advisors on topics including team formation, dissolution, succession planning, adding talent, compensation, communication and team foundation building.
• Facilitate the due diligence process with Financial Advisors exploring teaming/partnerships.
• Lead succession planning with teams to ensure knowledge transfer and business retention.
• Support the Financial Advisor Training Program via team workshop facilitation and follow-up meetings.
• Develop team and team leader program content for Financial Advisors and their teams.
• Facilitate teams-related content on communication, generations, high performing team behaviors and playbooks.
• Lead High Performing Team summit breakouts and cohort follow-ups.

Skills

Financial services experience

Consulting with advisors

Coaching experience

Verbal and written communication

Workshop facilitation

Critical thinking

People-related problem solving

SIE/Series 7/66/63/65 licensing

Microsoft Office

Office-based with travel

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