PWM Transition Specialist
Core
Onboard veteran Financial Advisors and their teams to Baird's Private Wealth Management platform, ensuring seamless client transitions and branch integration.
Role type
Senior IC transition specialist (financial services)
Builds
Private Wealth Management client accounts and branch operations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial Advisor onboarding, client account setup, compliance adherence, process troubleshooting, stakeholder partnership, branch operations support
Preferred skills
AI-enabled tool adoption, Microsoft Office proficiency, analytical problem-solving
Technologies
Baird Private Wealth Management platforms, Microsoft Office
Responsibilities
Transition veteran Financial Advisors and support staff from hire to independence, support new branch openings and acquisitions, deliver seamless client account setup, troubleshoot on-site issues, identify process inefficiencies, serve as backup support to other teams
Seniority
Senior, hands-on IC
