Baird · 3 hours ago
AI Technology Product Manager
Milwaukee, WI
Full-time
Hybrid
Senior Level
5+ years expBaird is an employee-owned firm specializing in wealth management, capital markets, asset management, and private equity. They are seeking an AI Product Manager to lead the vision and execution of AI products for their Private Wealth Management business, focusing on enhancing efficiency and driving growth through AI initiatives.
Financial Services
Hiring Manager
Carrie McGrath
Responsibilities
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
Qualification
Required
Bachelor's degree in Business, Computer Science, Data Science, or a related field required
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
Preferred
Advanced degree (Master's or MBA) in a quantitative or technical discipline preferred, or equivalent experience in AI product strategy or enablement
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
H1B Sponsorship
Baird has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (13)
2023 (6)
2022 (11)
2021 (4)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase