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Added 2 days ago
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Senior Client Specialist
Robert W. Baird & Co. Incorporated
Boulder, CO
- $31.12 to $41.8 USD / hour
Added 2 days ago
RW
Client Specialist
Robert W. Baird & Co. Incorporated
United States
- $22.16 to $33.34 USD / hour
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Robert W. Baird & Co. Incorporated
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Internship – Private Wealth Management (Alexandria, VA Summer 2027)
Robert W. Baird & Co. Incorporated
Alexandria, VA
- $20 USD / hour
Added 5 days ago
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Internship – Private Wealth Management (Fairfax, VA Summer 2027)
Robert W. Baird & Co. Incorporated
Fairfax, VA
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Robert W. Baird & Co. Incorporated
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Robert W. Baird & Co. Incorporated
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Added 6 days ago
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Client Specialist
Robert W. Baird & Co. Incorporated
Chicago, IL
- $23.54 to $32.21 USD / hour
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Robert W. Baird & Co. Incorporated
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Robert W. Baird & Co. Incorporated
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Robert W. Baird & Co. Incorporated
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Robert W. Baird & Co. Incorporated
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Robert W. Baird & Co. Incorporated
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Internship – Private Wealth Management (Salt Lake City, UT Summer 2027)
Robert W. Baird & Co. Incorporated
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Added 16 days ago
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Robert W. Baird & Co. Incorporated
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Robert W. Baird & Co. Incorporated
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Robert W. Baird & Co. Incorporated
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Attorney
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Closed listing

Robert W. Baird & Co. Incorporated

Branch Administrative Manager

United States

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Experience: 7+ years of industry experience with a minimum of three years as a Client Specialist or Senior Client Specialist or comparable role.
Posting language: English
Posted: Aug 31, 2026

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Original job description

Archived listing. The details below describe a past opening.

About the Role:

Baird's Branch Administrative Managers are primarily responsible for leadership of branch support staff. You will train, develop, and supervise branch office support associates, and facilitate ongoing associate communication. The Branch Administrative Manager (BAM) establishes and implements branch procedures, and researches and completes special projects. In addition, you will act as a branch marketing liaison and Financial Advisor (FA) recruiting resource. The BAM may be responsible for compliance oversight delegated by the Branch Manager via the Branch Office Manager’s Letter of Delegation. These duties may occur with multiple branches. Within a Market, the BAM aligns processes and practices of other administrative leaders.

The Impact You’ll Make:

Work in partnership with the Market Director and/or Branch Manager to drive strategic priorities for the market and branch. This could involve project management, managing components of the recruiting process, and monitoring of branch progress towards goals
Collaborate with Marketing and Branch Manager on branch marketing initiatives (i.e., Next Gen, wealth planning, etc.)
Work in partnership with the Market Director and/or Branch Manager to monitor and track branch marketing budgets, P&L reports, FA and branch rankings, and manage office equipment needs
Perform daily, monthly and annual compliance reviews indicated on the Branch Office Manager’s Letter of Delegation, and will act as a backup to the Branch Manager in accordance with the letter of delegation
Be responsible for quarterly staffing metrics, progressive discipline, in partnership with Human Resources and Branch Manager
Guide associates through ongoing performance management which includes goal setting, performance coaching, and career development
Assess and identify with all branch support to develop goals that align with PWM’s Strategic Priorities, FA Business Plans and branch business needs
Resolve associate issues and interpret policies, procedures, and guidelines for staff
Plan and lead monthly branch support staff meetings
Educate associates of PWM initiatives, business unit results and branch specific results
Supervise and evaluate the work of the branch support staff
Schedule support staff work hours and time off to provide adequate coverage
Responsible for the employment life cycle, including interviewing and onboarding or off-boarding, of branch associates
May act as backup to staff, filling in where necessary

What You’ll Bring to Baird:

7+ years of industry experience with a minimum of three years as a Client Specialist or Senior Client Specialist or comparable role. Previous supervisory experience required
Must be SIE, Series 7, 63/65 or 66 licensed and be willing to obtain the Series 9 and 10 licenses within 12 months of hire
Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
Ability to work well in and effectively lead a team
Excellent social, written and verbal communications skills are a must and ability to effectively relate to others
Strong organizational skills--ability to prioritize and delegate branch’s daily workflow to effectively organize tasks/people in order to achieve specific goals
Bachelor’s degree preferred, not required

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.

About employer

More about this job

Skills

Leadership
Guide staff
Communication skills
Recruitment
Regulatory compliance
Microsoft Office
Project management
Office equipment
Performance management
Coaching
Onboarding
Lead a team
Organizational skills
Workflow
Manage schedule of tasks

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