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PWM Transition Specialist

3 months ago

Milwaukee, United States Robert W. Baird Full time
As a PWM Transition Specialist, you will:

Be responsible for transitioning veteran Financial Advisors and their support staff to Baird. This includes working with them from day of hire through to their independence in both new and existing branch settings. The position also extends to providing support to new branch openings and acquisitions.

  • Build effective relationships with key partners to enhance collaboration and understanding of transition needs and processes.
  • Provide the client with a seamless transition, ensuring proper account setup, while being cognizant of account features, preferences & managed setup to new accounts.
  • Work with clients directly with minimal oversight from Financial Advisor.
  • Utilizes knowledge of firm's products, compliance, and processes to articulate the explanation for certain requirements and policies.
  • Ensure team complies with branch procedures and compliance.
  • Provide accurate and detailed instructions to Transition Process Coordinators regarding process and priority of accounts to be opened.
  • Work with the Financial Advisor and client to rebuild and resume normal business processes.
  • Provide back-up to other teams and branches, when necessary, as well as perform other duties and special projects as necessary.
  • Anticipate and troubleshoot potential issues that may come up while on site. Identify and mitigate in a proactive and positive manner to meet client needs.
  • Proactively seek inefficiencies in the transition process and communicate to the PWM Branch Integration Manager.
What makes this a great opportunity:
  • Significant exposure within the firm with the ability to build and maintain relationships with PWM Leadership, Branch Managers, Client Service Supervisors, and various corporate resource groups.
  • 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.
  • Keep your airline miles, hotel points, and other perks from travel.
What we look for:
  • Focus on excellent client service.
  • Bachelor's Degree preferred; High School Diploma required.
  • Ability to travel 75% of the time with occasional weekend travel.
  • Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird.
  • Proficient 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.


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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.