AI Technology Product Manager

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.

• 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 Wealth Tech 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…