Marketing Consultant - PWM

Milwaukee, WI (Hybrid)

Salary Not AvailableSenior Level8+ years exp

Posted 2 months ago

Job Summary

Own the PWM field marketing advisory role by turning advisor objectives into strategic plans, budgets, and tool usage that drive client development and new business across markets.

  • Strategy and Planning: translate market objectives into marketing plans with PWM leadership, Creative Services, and Wealth Center partners.
  • Field Engagement and Execution: manage day-to-day support for advisors and branches, balancing responsiveness with priority work across the PWM Marketing team.
  • Measurement and Optimization: define success, gather qualitative/quantitative insights, and refine recommendations for future initiatives.

Job Description

  • Serve as a strategic marketing partner to Market Directors, Branch Leaders, Financial Advisors, and support staff, helping them connect business objectives to effective marketing approaches.
  • Lead the development and execution of the strategic marketing plans and tactics by partnership with Wealth Center colleagues, Creative Services and other M&C colleagues.
  • Guide advisors and teams through marketing maturity conversations, assessing current state, identifying gaps, and recommending next-step strategies that support business development and client engagement.
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Baird

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.We manage or oversee more than $525 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.

Founded in 1919
Milwaukee, Wisconsin, USA
5.5K employees (102 in marketing)
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Marketing Consultant - PWM

Baird · Milwaukee, WI · Hybrid