Marketing & Events Assistant

This professional is responsible for providing the highest level of support and service in meeting the day-to-day marketing, operational, client service and business development needs of one or more Financial Advisors in a Baird branch office. Greets all visitors, providing information, directions, or assistance as needed, striving to create memorable experiences for all guests. Receives and routes incoming calls to the appropriate destination utilizing the switchboard console, always in a friendly, professional manner. Establishes an ongoing partnership with the dedicated Wealth Center marketing specialist to collaborate and share recommendations and best practices to drive FA/team business growth Work with Financial Advisor(s) to create and implement a client service model through the use of CRM that ensures regular client touchpoints and services by the team to deliver an exceptional client experience Drive and execute on the digital and social media strategy for Financial Advisor(s)/team, including making updates to FA Websites, social media properties such as LinkedIn, X, Facebook, etc., Proactively review client/prospect social media to gather additional information to share with the team Organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact Work with Financial Advisor(s) to directly generate new business and maintain/increase existing client relationships through various techniques including developing systems for cross-referencing and/or cross-selling that enhance client satisfaction, build client retention and create client loyalty May be responsible for the coordination of client onboarding, which includes managing Financial Advisor(s) prospect pipeline, and establishing an ongoing communication/client service plan Stay current on and understand firm and industry policy and procedures in an ever-changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed Ensures compliance with Baird’s policies regarding correspondence, books and records requirements including trade policies, seminars, and marketing Provide back-up to other teams and the branch when needed, as well as perform other duties and special projects as necessary Create/maintain/organize electronic files to provide team-level, immediate access and retrieval Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, CRM, LiquidOffice, Baird Marketing on Demand Tool, FMG Suites etc.) Strong organizational skills -- consistent ability to prioritize workflow of self and Financial Advisors in order to achieve specific goals in a timely manner Understands compliance regulations including the client complaint process and correspondence policies. Bachelor's degree preferred, not requireded #Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.