AI Technology Product Manager

Baird is an employee-owned wealth management, capital markets, asset management, and private equity firm with more than $140 billion in client assets. Guided by our shared commitment to integrity, teamwork, and excellence, we deliver trusted advice and innovative solutions to individual, corporate, institutional, and municipal clients.

About The Role:

We are seeking an AI Product Manager to lead the vision, strategy, and execution of AI products and solutions for our Private Wealth Management (PWM) business. This role will be central to advancing Baird’s AI capabilities—identifying and delivering high-impact, data-driven opportunities that enhance efficiency, elevate analytics, and unlock new sources of growth and innovation.

Working closely with our technology product management and business leaders, you will translate strategic priorities into actionable AI initiatives that strengthen our platform and client experience. You’ll play a visible role across the organization—helping shape PWM’s AI strategy, championing adoption, and ensuring that AI solutions drive measurable business value.

The ideal candidate brings a blend of strategic vision, technical understanding, and change-management expertise, with a passion for applying AI to real-world challenges in wealth management. This is a high-impact opportunity to influence how Baird leverages AI to empower advisors, deepen client relationships, and drive the future of intelligent wealth solutions.

Excellent opportunity to act as the SME for AI-led solutions, driving change in Baird’s PWM business. Unique opportunity to lead innovation and strategy within PWM, directly impacting growth and profitability. Broad exposure to multiple facets of PWM and the firm, working with a diverse set of stakeholders, leaders, and decision-makers.

Position will be based from Baird's global headquarters in Milwaukee, WI with some work from home flexibility.

The Impact You'll Make:

• Define and communicate the AI product vision and roadmap, aligned with the PWM strategic goals
• Set AI enablement priorities across the PWM platform
• Identify & build AI-enabled use cases
• Act as a Subject Matter Expert (SME) on leading PWM’s AI strategy to build efficiencies and drive growth.
• Study the competitive ecosystem and industry peers to assess where we are and take steps to become an industry leader in AI enablement.
• Help define ideal state end-to-end AI product lifecycle, from ideation to launch to iteration.
• Play a key role in expanding our AI capabilities in the WealthTech landscape leveraging internal and vendor solutions.
• Educate peer product managers and business partners about AI and its applicability to their business areas.
• Establish and coordinate collaboration groups and communities of practice that provide input to requirements, priorities, and AI roadmap decisions.
• Lead awareness and education efforts around AI adoption, ensuring teams understand capabilities, limitations, and ethical considerations. This includes managing, maintaining and evolving AI education/training resources such as FAQ, eLearning content, and related educational offerings.
• Demonstrate the ability to clearly translate AI concepts into business value, engaging audiences across all levels, including PWM leadership and decision makers.
• Working understanding of AI, machine learning, and agentic frameworks (e.g., building and orchestrating AI agents) and how they can be applied to wealth management use cases.
• Familiarity with Python or a related scripting language to support collaboration and experimentation with technical teams.
• Familiarity with building and deploying agents using existing frameworks such as Copilot and ChatGPT
• Conceptual understanding of model evaluation, optimization, and bias/precision trade-offs.
• Ability to translate technical and analytical concepts into business outcomes and communicate implications clearly to non-technical audiences.
• Develop and maintain the AI product backlog for internal and vendor solutions that focus on AI.
• Partner with architects and engineering to integrate AI capabilities into core PWM tools (e.g., CRM, advisor desktop, client analytics).
• Monitor and measure the adoption, satisfaction, and impact of AI products and solutions, using data and feedback.
• Ensure the quality, reliability, and ethical use of AI products and solutions, following best practices and governance standards.
• Effectively implement change management and adoption strategies for AI solutions across PWM’s platform.
• Collaborate with cross-functional teams to research, validate, and scope AI opportunities and requirements.
• Partner with technology, product, data, and analytics teams regularly, explaining the “what” and “why” of AI-driven priorities.
• Partner with peers to identify opportunities to augment analytics and highlight actionable insights using AI-led solutions.
• Work with teams to identify opportunities for automation and operational efficiencies
• Build partnerships across PWM and enterprise teams to ensure AI initiatives are aligned, impactful, and sustainable.

What You'll Bring to Baird:

• Bachelor’s degree in Business, Computer Science, Data Science, or a related field required.
• Advanced degree (Master’s or MBA) in a quantitative or technical discipline preferred, or equivalent experience in AI product strategy or enablement.
• 5+ years of experience of professional experience
• 3+ years of experience in product management, innovation, or business strategy—ideally in AI, analytics, enterprise technology, or data-driven domains.
• Proven success leading cross-functional initiatives and driving adoption of emerging technologies.
• Demonstrated experience in change management or technology enablement.
• Experience working in agile or lean environments and using modern product management tools.
• Excellent communication, collaboration, and stakeholder management skills, with the ability to bridge business and technology concepts.
• Demonstrated ability to build and maintain strong relationships across diverse teams, fostering collaboration with a positive and adaptable attitude.
• Proven organizational and time management skills, with the ability to manage multiple priorities, work independently, and communicate proactively.
• Passion for innovation, adaptability, change management, and applying AI to solve business problems.
• Deep curiosity and awareness of emerging AI capabilities, including generative and agentic AI technologies.
• Strategic thinker with the ability to execute tactically in a fast-paced, evolving environment.
• Strong attention to detail, accuracy, and reliability, with a drive for continuous improvement.
• Ability to inspire confidence and excitement around AI-driven transformation across the organization.

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.