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Baird · 1 week ago

User Experience (UX) Technology Product Manager

WI-Milwaukee

Full-time

Hybrid

Mid Level

3+ years exp

Baird is a leading financial services firm, and they are seeking a User Experience (UX) Technology Product Manager for their Private Wealth Management division. This role involves leading foundational analysis and design research to enhance the user experience across various PWM applications and will require strong collaboration with Technology Product Managers and Financial Advisors.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Encompass all aspects of WealthTech platforms that associates and clients experience directly and indirectly

Gather user feedback early and regularly alongside Product Managers in several forms including focus groups, surveys, interviews, card sorting, and other industry UX decision tools

Discover opportunities, risks, user goals, and objectives across entire WealthTech stack to build continuity and further unify the platforms through the associate experience

Contribute to change campaigns, training deliverables, and help create collateral needed to support platform adoption and continued education ensuring efficient on-going use of PWM technology

May be asked to assume additional technology product ownership of related platforms as project portfolio needs dictate

Work with Tech Product Managers to align user needs/wants with supporting product and market research

Lead design working sessions with delivery aligned teams to drive and facilitate the discovery process through high-level sketches, mock-ups, and design concepts leveraging industry tools such as Figma and Miro

Support with defining project minimal viable product (MVP) and bringing solution ideas into focus

Expand upon internal and external personas to illustrate experience using customer journey mapping

High-level process mapping to ensure associate experience builds efficiency in their day-to-day workflow

Break deliverables down to fit into Agile principles and timelines

When applicable use a data driven approach to product design decisions

Maintain a long-term, strategic focus by staying familiar with industry platforms and capabilities, assessing competitive positioning, understanding branch associate needs, and journey mapping

Organize style guides, branding images, content libraries, screen patterns, navigation principles, and other componentized UI elements

UI design and wireframe creation, including first run experience, platform, and feature walkthrough screens

Comfortable engaging in vendor relationships (including leveraging 3rd party design agency expertise)

Participate in user experience committees and participate in roundtables to gather peer and industry insight

Qualification

UX/UI experienceFigmaMiroFinancial industry experienceAgile principlesCustomer serviceProblem-solvingCommunication skillsRelationship building

Required

3-5 years of UX/UI experience required

Superior customer service attributes; willingness to go 'above and beyond' for the client

Advanced technical skill set with the ability to translate for the non-technical end-user

Must be able to take ownership of issues and see them through to completion

Must be able and desire to solve problems

Exceptional oral and written communication skills; ability to interact and influence all organization levels

Ability to develop, build, and maintain relationships with internal and external partners

Ability to identify issues and trends to anticipate change and provide recommended comprehensive solutions and remedies

Preferred

Bachelor's degree preferred

Financial industry experience preferred

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

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 (10)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)