Baird · 9 hours ago
CRT Operations Manager
WI-Milwaukee
Full-time
Onsite
Mid, Senior Level
3+ years expBaird is a financial services firm dedicated to servicing clients through their Client Resource Team. The CRT Operations Manager is responsible for managing support staff, overseeing administrative operations, and ensuring effective training and development of associates.
Financial Services
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
Qualification
Required
High school diploma or equivalent required
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
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
Preferred
Bachelor's degree preferred
Previous managerial experience is strongly preferred
Knowledge of advanced sales support functions
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
H1B Sponsorship
Baird has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (13)
2023 (6)
2022 (11)
2021 (4)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
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