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Oversee branch operations and manage financial advisors and support staff. Drive branch revenue, recruiting, profitability, budgets, compliance, and associate development. Coach advisors, support PWM strategy execution, manage staffing and legal/compliance issues, and serve as local brand ambassador.

Support a Financial Advisor/team by developing and delivering customized financial plans, performing investment and portfolio analysis, connecting with next-generation clients, assisting implementation and marketing, tracking planning-related revenues, and serving as a planning specialist to drive client growth and close opportunities.

Provide client service and operational support to Financial Advisors including onboarding, account operations, CRM management, communications, meeting/material preparation, compliance adherence, event coordination, and daily account monitoring to drive advisor business.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.

Provide research and knowledge-management operations support to investment bankers: manage vendor subscriptions and renewals, maintain CRM and data integrity, build advanced Excel reports, field and route research requests, assemble materials, coordinate meetings and vendor demos, and process vendor invoices and expenses.

Support Financial Advisor(s) by coordinating client onboarding, maintaining CRM, preparing paperwork, handling client calls, executing transactions, organizing events, and ensuring regulatory compliance to deliver ongoing wealth management service.

Support Financial Advisors by coordinating client onboarding, managing high-touch communications, maintaining CRM, preparing account paperwork and reports, processing transactions, organizing events, and identifying business development opportunities while ensuring regulatory compliance.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare account paperwork, assist with transactions, organize client events, maintain compliance, and support advisor business development.

Provide client service and operational support to Financial Advisors including onboarding, managing communications and CRM, preparing paperwork and reports, coordinating client events, processing transactions per instructions, monitoring investment opportunities, and ensuring regulatory compliance to enhance advisor effectiveness.