Baird · 9 hours ago
Associate Branch Manager
Miamisburg, OH
Full-time
Onsite
Mid, Senior Level
5+ years expBaird is seeking an Associate Branch Manager to oversee branch operations and manage Financial Advisors and support staff. The role focuses on driving revenue growth, recruiting talent, and ensuring compliance while fostering a positive work environment for associates.
FinanceFinancial Services
Responsibilities
Lead local recruiting efforts to include consistent recruit activity by sourcing experienced FA leads, regular follow up in the process and helping close a recruit
Engage in coaching FA’s including next gen and experienced FA teams
Ensure PWM strategic priorities are being met, including partnering with the Wealth Centers to achieve WM metric goals
Drive revenue growth and profitability of the branch
Office and budget management
Associate relations and staffing metrics in partnership with HR
Manage compliance and legal issues
Local community brand ambassador
Qualification
Required
Bachelor's degree required plus 5+ years of industry experience
Must hold SIE, Series 7 and 66, 9, 10, Life, Health, and Variable Annuity Insurance Licenses
Strong communication skills with the ability to ask probing questions and respond in a manner that is consistent, clear, and candid
Proficiency in dealing with legal and compliance issues. Ability to stand firm on matters of ethics or compliance
Ability to drive for results and is goal oriented
Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities. Can embrace and lead change
Can source, build, and develop talent. Understands and demonstrates the importance of recognition and retention
Demonstrates self-management abilities
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
Company data provided by crunchbase