Branch Administrative Manager
Branch Administrative Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Bairds 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 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 Managers Letter of Delegation. These duties may occur with multiple branches. Within a Market the BAM aligns processes and practices of other administrative leaders.
As a Branch Administrative Manager you will:
- Workin partnership with the Market Director and/or Branch Manager to drive strategic priorities for the market andbranch. This couldinvolve project management managing components of the recruiting process and the monitoring of branch progress towards goals.
- Collaborate with Marketing and Branch Manager on branch marketing initiatives (i.e. Next Gen wealth planning etc.).
- Workin 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.
- Performdaily monthly and annual compliance reviews indicated on the Branch Office Managers Letter of Delegation and will act as a backup to the Branch Manager in accordance with letter of delegation.
- Be responsible for quarterly staffing metrics progressive discipline in partnership with Human Resources and Branch Manager.
- Guideassociates 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 PWMs Strategic Priorities FA Business Plans and branch business needs.
- Resolveassociate issues and interpretpolicies procedures and guidelines for staff.
- Planand leadmonthly branch support staff meetings.
- Educateassociates of PWM initiatives business unit results and branch specific results.
- Superviseand evaluatethe work of the branch support staff.
- Schedulesupport 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 makes this opportunity great:
- Opportunity to grow your career within financial services.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
- Highly competitive benefits including tuition and continuing education reimbursements and the opportunity for professional development.
What we look for:
- 7 years of industry experience with a minimum of three years as a Client Specialistor 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.
- 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 branchs daily workflow to effectively organize tasks/people in order to achieve specific goals.
- Bachelors degree preferred not required.
#DI
#LI-PWM3
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.
Required Experience:
Manager
Employment Type
Full-Time
