PWM Learning Development Consultant

Bairds Private Wealth Management (PWM) Academy team strives to deliver modern effective learning solutions to drive professional development for Bairds greatest asset our associates. The PWM Learning & Development Consultant is a combined role of engaging facilitation and coaching and advising our internal clients with the goal of creating optimal learning experiences.

Additionally it involves seamlessly integrating a comprehensive associate experience through PWM Learning & Development Programs.

As a PWM Learning & Development Consultant you will:

• Facilitate original creative and effective development curriculum aligned with strategic priorities and competencies.
• Facilitate sessions to train trainers such as Subject Matter Experts to ensure effective knowledge transfer of new courses and curricula in preparation for final handoff to appropriate Program Managers.
• Identify opportunities for improvement to optimize current academy learning programs and continuously solicit feedback from key stakeholders including Talent Executive Market Directors Wealth Solutions Group and Operations when appropriate to keep curricula current and relevant to changing business needs.
• Codesign and facilitate PWMcustomized power skills curricula (Insights Accountability Situational Leadership and Crucial Conversations) with other PWM Managers.
• Partner with Corporate Events and other key stakeholders on largescale learning events (i.e. symposiums).
• Leverage existing and new delivery mechanisms (online webinars inperson classroom experiences and digital content) to enhance learning and development outcomes through modern program facilitation.
• Maximize learning experiences by skillful use of available tools and establish followup resources for continued learning.
• Collaborate with PWM Academy Managers to identify shared learning opportunities and outcomes.
• Coach participants of PWM Academy courses individually and/or in groups to further hone the skills learned in development offerings.

What Makes This Opportunity Great:

• Opportunity to be a part of a closeknit team within a growing dynamic financial services firm with an awardwinning culture focused on associate engagement.
• Learn from resultsfocused leaders with a drive for innovation and growth for the team.
• Team of associates passionate about achieving great results for our advisor teams.
• Support and flexibility to grow and be your best at work at home and in the community.
• Fastpaced environment that will enable you to grow as a professional.
• Unique and special culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• Flexible worklife balance is promoted. 3 days (in office) hybrid position Milwaukee preferred.

What We Look For:

• Five years as an experienced polished exemplary inperson and virtual facilitator of adult learning.
• Critical thinking and proactive problemsolving skills especially as it relates to peoplerelated opportunities and issues.
• Experience coaching individuals and groups as a followup to development opportunities.
• Financial services and/or Baird experience of 5 years. Experience in areas such as Talent Development Human Resources Talent Management Adult Learning Sales Training or Organizational Development preferred.

• Certifications in Insights Discovery Crucial Conversations ADKAR StrengthsFinder EQ Situational Leadership Oz Principle are a plus
• Experience with learning technologies hosting a variety of learning solutions using a variety of media.

• Excellent verbal and written communication skills

• Securities Industry Essentials (SIE) Exam Series 7 and Series 66 or Series 63 and Series 65 licenses preferred or willingness to become licensedin 18 months

• Proficient in Microsoft Office suite (Word Excel PowerPoint) with the ability to learn and effectively navigate Bairds Private Wealth Management technology platforms

• 2530 travel

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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.