Baird · 6 hours ago
User Experience (UX) Technology Product Manager
Milwaukee, WI
Full-time
Hybrid
Mid Level
3+ years expBaird is seeking a User Experience (UX) Technology Product Manager for its Private Wealth Management division. The role focuses on enhancing the client experience and improving profitability through technology by leading foundational analysis, design research, and strategy for PWM applications.
Financial Services
Hiring Manager
Carrie McGrath
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
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
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 (10)
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