PWM Academy Branch Consultant

WI-Milwaukeehybridmid

Posted 3 days ago · via Workday

About this role

As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management team providing support for our PWM Academy initiative. The ideal candidate should possess industry experience and the desire to support branch leaders, financial advisors and branch support associates via individual and team consulting and facilitated learning during all phases of team and associate development. The individual must be high-energy; reliable; possess strong critical thinking, and problem-solving skills; and enjoy working in a fast-paced environment; and be able to work collaboratively with other associates across PWM and the Firm. This position requires working from a Baird office 4 days per week.…

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reqspace match rubric

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1

Skills match

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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 WI-Milwaukee. We weight your proximity and willingness to relocate.

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