Marketing & Events Assistant

Robert W. Baird & Co. Incorporated • Dallas, TX

36d

About The Position

This professional is responsible for providing the highest level of support and service in meeting the day-to-day marketing, operational, client service, and business development needs of one or more Financial Advisors in a Baird branch office. They will also work with other associates to meet the client service and operational needs of the branch at large. These associates will align their efforts to drive the success of their team(s), the branch, and the business. As a Marketing & Events Assistant, you will: Establish an ongoing partnership with the dedicated Wealth Center marketing specialist to collaborate and share recommendations and best practices to drive FA/team business growth. Work with Financial Advisor(s) to create and implement a client service model using CRM that ensures regular client touchpoints and services by the team to deliver an exceptional client experience. Drive and execute on the digital and social media strategy for Financial Advisor(s)/team, including making updates to FA Websites, social media properties such as LinkedIn, Twitter, Facebook, etc., where applicable. Proactively review client/prospect social media to gather additional information to share with the team. Organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Work with Financial Advisor(s) to directly generate new business and maintain/increase existing client relationships through various techniques including developing systems for cross-referencing and/or cross selling that enhance client satisfaction, build client retention and create client loyalty. Client Service May be responsible for the coordination of client onboarding, which includes managing Financial Advisor(s) prospect pipeline and establishing an ongoing communication/client service plan. Partner with Baird's Corporate Resource Groups and be knowledgeable of the products and services that are available to provide the best service and advice to our clients. May create and manage regular schedule of client contacts/appointments and manage set up and coordination of all client meetings. Stay current on and understand firm and industry policy and procedures in an ever-changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed. Support FA business plan objectives and align individual goals with the plan. Ensures compliance with Baird's policies regarding correspondence, books and records requirements including trade policies, seminars, and marketing. Provide back-up to other teams and the branch when needed, as well as perform other duties and special projects as necessary. Create/maintain/organize electronic files to provide team-level, immediate access and retrieval.

Requirements

• 2+ years of relevant work experience.
• Focus on excellent client service.
• Knowledge in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
• Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information.
• Detail oriented with an emphasis on accuracy.
• Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
• Good analytical and critical problem-solving skills.

Nice To Haves

• Bachelor's degree preferred; not required.

Responsibilities

• Establish an ongoing partnership with the dedicated Wealth Center marketing specialist to collaborate and share recommendations and best practices to drive FA/team business growth.
• Work with Financial Advisor(s) to create and implement a client service model using CRM that ensures regular client touchpoints and services by the team to deliver an exceptional client experience.
• Drive and execute on the digital and social media strategy for Financial Advisor(s)/team, including making updates to FA Websites, social media properties such as LinkedIn, Twitter, Facebook, etc., where applicable.
• Proactively review client/prospect social media to gather additional information to share with the team.
• Organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
• Work with Financial Advisor(s) to directly generate new business and maintain/increase existing client relationships through various techniques including developing systems for cross-referencing and/or cross selling that enhance client satisfaction, build client retention and create client loyalty.
• May be responsible for the coordination of client onboarding, which includes managing Financial Advisor(s) prospect pipeline and establishing an ongoing communication/client service plan.
• Partner with Baird's Corporate Resource Groups and be knowledgeable of the products and services that are available to provide the best service and advice to our clients.
• May create and manage regular schedule of client contacts/appointments and manage set up and coordination of all client meetings.
• Stay current on and understand firm and industry policy and procedures in an ever-changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed.
• Support FA business plan objectives and align individual goals with the plan.
• Ensures compliance with Baird's policies regarding correspondence, books and records requirements including trade policies, seminars, and marketing.
• Provide back-up to other teams and the branch when needed, as well as perform other duties and special projects as necessary.
• Create/maintain/organize electronic files to provide team-level, immediate access and retrieval.

Benefits

• Flexible work-life balance is promoted.
• Fast paced environment that will enable you to grow as a professional.
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• A strong, stable employee-owned firm recognized as a great place to work since 2004.
• Baird provides significant technology training, plus extensive one-on-one training and support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Number of Employees: 5,001-10,000 employees