PWM Academy Branch Consultant

About the Role

As a visible member of the Private Wealth Management team, you will provide 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 through individual and team consulting and facilitated learning during all phases of team and associate development. This high-energy role requires strong critical thinking and problem-solving skills, the ability to work collaboratively across PWM and the firm, and a passion for working in a fast-paced environment.

This position requires working from a Baird 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 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 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 the development of team and team leader program content for Financial Advisors and their teams.
• Facilitate team-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.

Requirements

• 3-5 years of financial/professional services experience.
• Experience confidently interacting with advisors in a consulting capacity.
• Coaching experience and/or certification is 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, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.

Schedule

This is an in-office position requiring a minimum of 25% travel. Associates must work from a Baird office 4 days per week. Hybrid in-office work is required for those currently in Baird branches.