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Product Management Associate
Robert W. Baird
Milwaukee, WI, United States
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Job Description
Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 90+ locations in 30 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business.
The Product Management team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Product Management Associate is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking general information on the solutions available within Product Management and will gain valuable first-hand experience in assisting with the day-to-day management of multiple solutions. The Associate will work with various areas of the firm to develop guidelines, tools, and best practices in support of the business, and will also incorporate external and internal feedback to support improved standards of service and processes with the guidance of the Product Management team. The Associate should expect to directly support the following areas of Product Management:
• Advisory Solutions
• Lending & Liquidity
• Alternative Investments
• Key Account Relationship
As a Product Management Associate, you will:
• Serve as a subject matter expert to Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners to educate them on general inquiries about the platform.
• Work with Baird internal partners, the field, and associates within Product Management to implement process and service enhancements.
• Assist in managing relationships and maintaining in-depth familiarity with the broad platform in support of Baird Financial Advisors and Portfolio Managers.
• Assist in addressing immediate operational issues regarding the platform with the field.
• Assist with mapping Financial Advisor recruits into appropriate products and services.
• Handle account-level exception requests from the field.
• Perform any other duties as assigned.
What you will love:
• Ability to work a variety of teams and leaders, proving your ability to be flexible and high adaptable
• Fast paced environment that will enable you to grow as a professional
What we look for:
• Bachelor’s Degree with 2-4 years of relevant professional experience in the financial services industry required
• Series 7 & 66 licensed required within 12 months of start date
• Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, Advisory Console, etc.)
• Exceptional client service skills including both written and verbal
• Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
• History of delivering consistent, high quality performance
• Strong organizational skills – ability to prioritize and manage multiple tasks simultaneously
• Ability to act as a team player, assisting others in the department when necessary, is mandatory.
• Possesses a high attention to detail
• Strong analytical skills
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