Baird

Financial Services

BusinessConsultingProjectManager

$135–195k ~AI est. Milwaukee, Wisconsin, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Business Consulting Project Manager at Baird. Skills: Project Management, Relationship Management, Business Consulting. Serve as relationship manager. Serve as point of escalation”

What You'll Achieve.

Drive sound decision making; Deliver business critical projects; Deliver multiple projects; Drive business outcomes; Deliver on project objectives; Strengthen existing business objectives; Ensure successful outcome

Industry & Context.

Financial Services
Problems you'll solve

Complex problem solving; Problem-solving skills; Critical thinking

What They're Looking For.

Must Have

Ten years of relevant experience, Proven track record of delivering substantial business results, Experience in project management, Experience in financial services, Bachelor's degree

Nice to Have

Project Management Professional (PMP) certification, Certified ScrumMaster (CSM) certification, Prior experience working on firm (system) conversions

What You'll Do.

Serve as relationship manager

Serve as point of escalation

Facilitate resolution of issues

Prioritize needs with technology partner

Develop understanding of back-office platform

Influence vendor roadmap

Ensure users stay abreast of system enhancements

Facilitate industry testing

Partner with business users

Define business objectives

Define project deliverables

Define project structure

Define project milestones

Form oversight committees

Leverage professional skills

Leverage best practices

Facilitate creation of business scenarios

Facilitate process flow mappings

Facilitate project requirements

Facilitate test plans

Facilitate procedures

Provide business expertise

Provide technical expertise

Ensure execution aligns with business needs

Identify project risks

Communicate project risks

Communicate impediments

Complete high-value deliverables

Ensure teams make decisions

Leverage business expertise

Facilitate effective dialog

Ensure leaders understand perspectives

Ensure team members understand perspectives

Ensure project teams maintain focus

Ensure representation for Legal

Ensure representation for Compliance

Ensure representation for Risk

Ensure representation for Technology

Ensure representation for Operational concerns

Engage leaders at third-party vendors

Define vendor expectations

Define vendor deliverables

Partner with Strategic Change Office

Partner with other Project Managers

Drive business outcomes

Strengthen existing business objectives

Consult with Baird peers

Consult with industry peers

Consult with branch associates

Ensure new recurring responsibilities are identified

Ensure new recurring responsibilities are owned

Exhibit knowledge of project management practices

Apply project management practices

Evaluate project structure of external partners

Influence project structure of external partners

Adapt project structure of external partners

Evoke creative thinking from team members

Evoke innovative thinking from team members

Mentor project participants

Coach project participants

Develop knowledge of participants

Develop skills of participants

Develop relationships across organization

Develop relationships with external partners

Develop relationships with industry peers

Participate in team building efforts

How You'll Work.

Team & Collaboration

Cross-functional perspectives; Project teams; Working groups; Oversight committees; External partners; Industry peers; Team building efforts

Communication Scope

Executive level expectations; Key stakeholder management; Productive dialogue; Challenging assumptions; Sound decision making; Business objectives; Project deliverables; Project structure; Milestones; Project teams; Working groups; Oversight committees; Common vision; Business scenarios; Process flow mappings; Project requirements; Test plans; Trainings; Procedures; Business needs; Project risks; Impediments; High-value deliverables; Business partners; Leadership; Cross functional perspectives; Client and business priorities; Legal concerns; Compliance concerns; Risk concerns; Technology concerns; Operational concerns; Vendor expectations; Vendor deliverables; Business outcomes; Project objectives; Existing business objectives; Baird and industry peers; Branch associates; New recurring responsibilities; Project management practices; External partners; Team members; Project participants

Process & Methodology

Project Management, Project methodologies, Project lifecycle, PMP, CSM

Full Job Description

**About The Role:** This person will serve as a trusted partner managing expectations at an executive level and with key stakeholders across the enterprise by building strong, credibility based relationships, facilitating productive dialogue, and respectfully challenging assumptions to drive sound decision making. The Project Manager is a key driver of success for high profile, business critical projects. The ideal candidate will have success in managing and delivering multiple projects within a complex and rapidly changing environment and the ability to provide business consulting services including systems and data conversions that result from mergers and acquisitions. The ideal candidate is an expert in the following areas: Relationship Management, Project Management and Leadership. **The Impact You 'll Make:** Relationship Manager: * Serve as relationship manager and point of escalation for Baird’s back-office technology provider. Facilitate the resolution of issues and prioritize Baird’s needs with this technology partner * Develop and maintain thorough understanding of the back-office platform and how it is utilized across Baird Operations and branches * Influence the vendors’ roadmap so that it aligns with Baird’s long term strategic roadmap * Ensure firm users stay abreast of system enhancements and modifications * Facilitate and coordinate industry testing and partner with business users related to work requests Project Management: * Engage with project sponsors and owners to clearly define business objectives, project deliverables, project structure, and milestones * Work with the leaders across the organization (within our businesses and corporate resource groups) to define project teams, including the formation of relevant working groups and oversight committees that support each initiative * Leverage professional skills and best practices (e.g., project & presentation tools, project methodologies) that help align team members around a common vision. Fac

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