Wealth Center Growth Consultant – Strategic Partnerships

Baird; Milwaukee (WI); Vor Ort; USD 110.000 - 170.000; Vollzeit

Zusammenfassung

Baird is seeking a seasoned Business Development professional to drive growth across PWM initiatives, partnering with Wealth Center and FA teams. The role emphasizes strategic consulting, recruiting support, and cross-functional collaboration to enhance client outcomes and profitability.

Applicants should have a strong financial services background, SIE and Series licenses, and be able to travel at least half the time. This is a full-time, on-site role within the Milwaukee region.

Qualifikationen

• Bachelor's degree required.
• 10+ years experience in the financial services industry preferred.
• SIE and Series 7/66 licensing is required.
• Attainment of, or progress towards CFP/CPWA/ChFC designations is highly valued.
• Ability to travel a minimum of 50%.

Aufgaben

• Support PWM strategic initiatives and drive profitability within the Market by leveraging firm initiatives.
• Partner with the Wealth Center and FA teams to develop strategies and resources for branch and market leaders.
• Lead and host large-scale professional development events for FA teams (Growth Forums, Symposiums, Retreats).
• Collaborate with PWM Wealth Center to centralize key tasks and improve efficiency and client outcomes.
• Identify opportunities to translate competitor offerings into Baird’s resources and services for recruits.

Kenntnisse

Financial services

Strategic thinking

Relationship management

Communication skills

Ausbildung

Bachelor's degree

Jobbeschreibung

Baird is seeking a seasoned Business Development professional to drive growth across PWM initiatives, partnering with Wealth Center and FA teams. The role emphasizes strategic consulting, recruiting support, and cross-functional collaboration to enhance client outcomes and profitability.

Applicants should have a strong financial services background, SIE and Series licenses, and be able to travel at least half the time. This is a full-time, on-site role within the Milwaukee region.