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Product Manager
Robert W. Baird
Milwaukee, WI, United States
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Job Description
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 platform necessary for delivering great outcomes for our clients. The Mutual Fund & ETF Product Manager’s primary responsibility is to drive Baird’s strategy around developing and maintaining a client-focused set of Mutual Fund & ETF products that balance the field’s needs for open architecture and scale. Developing close internal partnerships within Baird to implement this strategy will be critical to the success of the candidate filling this role.
The Product Manager will also need to successfully work with multiple external partners in addition to Marketing & Communications to provide ongoing communication to the field about products updates. Finally, the Product Manager will assist as needed in supporting key relationships, including Mutual Fund/ETF providers along with Baird’s clearing arrangement through Schwab.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Drive Baird’s strategy around maintaining a client-focused, open-architecture, and scalable Mutual Fund & ETF platform.
• Partner internally with Legal/Compliance, Operations, Product Management, Marketing & Communications, and other areas as necessary to ensure the consistent application of broader strategic initiatives.
• Serve as a subject matter expert to Portfolio Managers, Key Partners, Financial Advisors and others in the field regarding inquiries about the platform.
• Drive the completion and ongoing maintenance any recommendations made by Baird’s Mutual Funds in Advisory Accounts Steering Committee.
• Oversee onboarding of new Mutual Fund & ETF Products, including the identification of the proper vehicle for implementation and classification of products by risk category.
• Stay informed of industry and regulatory developments to help identify gaps within the platform.
• Understand and drive cohesive integration of the Mutual Fund & ETF Product Management role within the broader product offering, including Baird’s advisory solutions, and proprietary offerings, and alternative investments.
• Assist as needed managing Baird’s mutual fund clearing arrangement with Schwab in addition to managing relationship with partner firms that do not clear through Schwab.
• Support Key Account Relationships’ activities specific to Baird’s Mutual Fund & ETF partner firms.
• Assist where needed in addressing immediate operational issues within the Mutual Fund & ETF platform.
• Perform any other duties as assigned.
Qualifications Required:
Education:
• Bachelor’s Degree
• Series 7 & 66 licensed required within 12 months of start date
Knowledge/Experience:
• 3-5 years of relevant professional experience in the financial services industry required
• Experience working with Financial Advisors preferred
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
• Ability to learn and effectively navigate Baird’s private Wealth Management technology platforms
• Strong, proven communication and organizational skills, including exception client service
• Strong analytical skills