Baird

Financial Services

PlatformAnalyticsConsultant

$95–135k ~AI est. Milwaukee, Wisconsin, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Platform Analytics Consultant at Baird. Skills: Platform analytics, Data strategy, Business intelligence. Act as Product Owner. Maintain and prioritize backlog”

What You'll Achieve.

Support PWM growth strategy; Drive sustainable growth; Improve advisor productivity

Industry & Context.

Financial Services
Problems you'll solve

Data-driven decision making

What They're Looking For.

Must Have

Bachelor's degree, Series 7/66 licensing within the first year, 3 years in analytics, SQL proficiency, Data visualization tools

Nice to Have

Advanced analytics degree, Technical focus degree, 3 years in product management, 3 years in related fields, PowerBI proficiency, Python proficiency, Technology-enabled business transformation experience, Fintech/wealthtech experience

What You'll Do.

Maintain and prioritize backlog

Translate business needs

Define and track KPIs

Lead business scenario planning

Refine solution prototyping

Assist in technical documentation

Assist in business documentation

Assess platform analytics efforts

Sequence platform analytics efforts

Evaluate business needs

Evaluate data availability

Evaluate UX/CX priorities

Evaluate opportunity impact

Identify analytics priorities

Align analytics priorities

Uncover cross-platform synergies

Ensure cohesive product roadmap planning

Collaborate with partners

Align insights with business strategy

Translate insights into technical requirements

Identify enhancement opportunities

Support communication of analytics tools

Design reporting tools

Deliver reporting tools

Enhance platform data

Ensure data is consumable

Ensure data is trusted

Ensure data is actionable

Identify automation opportunities

Serve as internal evangelist

Translate data insights

Translate technical topics

How You'll Work.

Team & Collaboration

Cross-functional partners; Product managers; IT team members; WSG leaders; Product managers

Communication Scope

Business case presentation; Business-friendly communications

Process & Methodology

Roadmap planning

Full Job Description

**About The Role:** The PWM Analytics roles within Baird’s Private Wealth Management (PWM) Wealth Solutions Group (WSG) have a mission to support PWM’s growth strategy through effective use of action-oriented data and analytics. We provide the PWM business – both home office associates and the branch network - with trusted, accessible, and relevant information to support the business, encourage better wealth management outcomes for clients, and drive sustainable growth. The role will lead the creation of scalable analytics solutions for PWM’s Technology stack, influencing strategic technology decisions and serving as the connective tissue between data, technology, and business decision-making. This role will be responsible for proactively identifying opportunities related to investment decisions and client/advisor engagement from the perspective of PWM Technology. This position offers significant exposure within the firm, and the individual will build and maintain relationships with our Technology Product Managers, other PWM Analytics roles, and IT partners. The ideal candidate is equally comfortable diving into data models as they are presenting a business case to stakeholders. **The Impact You 'll Make:** * Impactful role with visibility across the Wealth Solutions Group. * Contribute to strategic technology investment decisions and advisor productivity. * Partner with IT and WSG leaders to shape data strategy and drive adoption. * Foster a data-informed, tech-forward culture within a growing and collaborative wealth management platform. Analytics Product Ownership * Act as Product Owner for platform analytics solutions; maintain and prioritize backlog, and translate business needs into technical requirements, and technical requirements to business stakeholders. * Define and track KPIs for platform adoption, utilization, and engagement impact. * Lead business scenario planning, collaborate on & refine solution prototyping, and assist in technical and business docu

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