PWM Transition Specialist
US - Remotehybridmid
Posted 6 days ago · via Workday
About this role
About the Role: As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible, relationship-driven role offers the opportunity to travel extensively to branch locations, work side by side with advisors and their support staff and serve as a trusted guide throughout the transition journey. From day one of hire through full independence, you will lead seamless, client-focused transitions in both new and existing branch environments. You will also support new branch openings and acquisitions, ensuring that advisors, staff, and clients experience a smooth, well-coordinated onboarding to Baird’s Private Wealth Management platform.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in US - Remote. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams