CRT Operations Manager

Baird•Milwaukee, WI

18d

About The Position

About the Role: Baird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team’s objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. The CRT Operations Manager is primarily responsible for managing the work of the CRT support staff, including onboarding, training, development, and ongoing associate communication. The position also includes planning, directing and organizing the CRT’s administrative work, developing and recommending operating procedures, and researching and completing special projects. In addition, the CRT Operations Manager is responsible for performing advanced administrative, industry and professional support functions for the Branch Manager and/or CRT Advisor Associates.

Requirements

High school diploma or equivalent required. Bachelor’s degree preferred.
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.
3+ years of industry experience as a registered client specialist or a comparable role.
Previous managerial experience is strongly preferred.
Knowledge of advanced sales support functions.
Strong organizational skills--ability to prioritize and delegate branch’s daily workflow to effectively organize tasks/people in order to achieve specific goals.
Ability to work well in and effectively manage a team.
Excellent written and verbal communications skills.
Superior analytical skills with a focus on detail.

Responsibilities

Manage and evaluate the work of the CRT, CS support desk, and CS Essentials staff.
Prioritize work, assign tasks and monitor associate progress.
Coordinate interim remote support assignments for Central Support (CS) Associate(s).
Develop and maintain the CS Essentials framework, including policies, procedures, and best practices.
Serves as the primary point of contact for CS Essential program-related inquiries and updates.
Monitor program effectiveness and make data-driven adjustments to improve outcomes.
Schedule and facilitate training sessions, workshops, and learning opportunities.
Responsible for the employment life cycle, including interviewing and onboarding or offboarding, of CRT associates.
In partnership with the Branch Manager and CRT Advisor Associates, oversee ongoing associate development through the performance management process.
Facilitate setting associate goals and ongoing monthly performance coaching to establish career development.
Coordinates/arranges training for CRT associates to ensure their work is linked to CRT business needs.
Schedules support staff work hours and time off to provide adequate coverage for the CRT’s varied assignments and manages timecard approvals.
May act as backup to staff, filling in where necessary.
Performs the daily responsibilities of a CRT Operations Specialist as needed, by providing strong interpersonal service to clients and internal stakeholders.
Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately.
Plans and leads recurring staff meetings.
Resolves problems and interprets policies, procedures, and guidelines for staff.
May be responsible for P&L oversight alongside branch manager.
Performs other duties and special projects, as assigned.
Manages up to 20 branch office support staff.