Associate Branch Manager
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Job Location:
Dayton, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
The Associate Branch Manager will oversee the branch operations function and manage the Financial Advisors and support staff for the branch. Focuses time on driving branch revenue recruiting talent managing risk continuing to build a book of business and delivering superior customer service. Exhibits strong business acumen dedicates time and energy to associates in his/her branch serving as a strong coach encouraging growth and development and recognizing achievements. Helps associates understand PWMs strategy and connect it to their goals and daily activities. The Associate Branch Manager is responsible for budgets expense control and other administrative issues directly related to the branch. Creates a climate in which people want to do their best by inviting input and sharing ownership and visibility.
The Impact Youll Make:
- Lead local recruiting efforts to include consistent recruit activity by sourcing experienced FA leads regular follow up in the process and helping close a recruit
- Engage in coaching FAs including next gen and experienced FA teams
- Ensure PWM strategic priorities are being met including partnering with the Wealth Centers to achieve WM metric goals
- Drive revenue growth and profitability of the branch
- Office and budget management
- Associate relations and staffing metrics in partnership with HR
- Manage compliance and legal issues.
- Local community brand ambassador.
What Youll Bring to Baird:
- Bachelors degree required plus 5 years of industry experience.
- Must hold SIE Series 7 and 66 9 10 Life Health and Variable Annuity Insurance Licenses.
- Strong communication skills with the ability to ask probing questions and respond in a manner that is consistent clear and candid.
- Proficiency in dealing with legal and compliance issues. Ability to stand firm on matters of ethics or compliance.
- Ability to drive for results and is goal oriented.
- Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities. Can embrace and lead change.
- Can source build and develop talent. Understands and demonstrates the importance of recognition and retention.
- Demonstrates self-management abilities
#LI-PWM4
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
Key Skills
- Sales Experience
- Financial Acumen
- Financial Concepts
- Management Experience
- QlikView
- Serving Experience
- Retail Sales
- Banking
- Securities Law
- Product Lifecycle Management
- Mentoring
- Supervising Experience
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
