Branch Administrative Manager

Baird•Wexford, PA

11d

About The Position

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.

Requirements

7+ years of industry experience
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
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
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

Nice To Haves

Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
Bachelor’s degree preferred, not required

Responsibilities

Train, develop, and supervise branch office support associates.
Facilitate ongoing associate communication.
Establish and implement branch procedures.
Research and complete special projects.
Act as a branch marketing liaison.
Act as a Financial Advisor (FA) recruiting resource.
Perform compliance oversight delegated by the Branch Manager.
Align processes and practices of other administrative leaders within a Market.
Drive strategic priorities for the market and branch in partnership with the Market Director and/or Branch Manager.
Manage components of the recruiting process.
Monitor branch progress towards goals.
Collaborate with Marketing and Branch Manager on branch marketing initiatives.
Monitor and track branch marketing budgets, P&L reports, FA and branch rankings.
Manage office equipment needs.
Perform daily, monthly and annual compliance reviews.
Act as a backup to the Branch Manager.
Be responsible for quarterly staffing metrics and progressive discipline.
Guide associates through ongoing performance management, including goal setting, performance coaching, and career development.
Develop goals for all branch support 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 on 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.
Manage the employment life cycle, including interviewing and onboarding or off-boarding, of branch associates.
Act as backup to staff, filling in where necessary.