Business Development Consultant

As a PWM Growth Strategy Consultant, you partner with branch and market leaders to grow revenues and profitability by applying internal consulting and practice management coaching. You will bridge the Wealth Center and advisor practices, translating firm resources into actionable growth initiatives. You'll identify profitability opportunities, support recruiting and onboarding, and lead cross-functional collaboration to improve client outcomes. This role offers strategic influence across a region, shaping how advisors leverage the PWM platform. You will work closely with senior leadership to drive consistent, scalable results.

• Develop deep knowledge of PWM resources and solutions and communicate them to BD and FA teams
• Represent business development within Wealth Center initiatives and partner across PWM
• Identify profitability opportunities by aligning firm initiatives with branch needs
• Collaborate with Executive Market Leaders, Market Leaders, and Branch Leaders to provide tools and resources
• Apply product and business knowledge to recruiting efforts and translate competitor offerings into Baird equivalents
• Assist Market Directors and Branch Managers with recruiting and onboarding of new advisors and NextGen talent
• Leverage insights to drive proactive solutions that improve client outcomes and revenue growth
• Develop strategies with Wealth Centers based on Voice of Client data
• Plan and host large-scale professional development events (Growth Forums, Symposiums, Retreats) for FA teams
• Centralize key tasks with Wealth Center to improve consistency and efficiency
• Generate actionable ideas linking strategies to tactics that advisors can use
• Foster peer-to-peer knowledge sharing and strengthen Baird culture
• Maintain strong relationships with PWM FA practices and ensure recognition of their client successes

• Bachelor's degree
• 10+ years experience in the financial services industry
• SIE and Series 7/66 licensing
• CFP, CPWA, or ChFC designations valued
• Strong understanding of how an advisory practice functions
• Experience in a consultative role with financial advisors
• Ability to travel at least 50%
• Independent work style with strong organizational skills
• Excellent written and verbal communication and presentation skills
• Creative, collaborative problem solver with attention to detail
• Influential with fact-based arguments without relying on positional power
• Ability to interact with senior leaders, Financial Advisors, and home office staff
• Customer service orientation and deep understanding of advisor challenges
• Ability to manage projects from origin to completion with limited supervision

• collaboration
• influence
• communication
• SIE
• Series 7/66
• CFP/CPWA/ChFC designations (valued)