Baird
Financial Services
PlatformAnalyticsConsultant
Neural analysis suggests this role is
optimal for Mid candidates.
“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.
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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