Platform Analytics Consultant
Platform Analytics Consultant
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1 Vacancy
Job Description
About the Role:
The PWM Analytics roles within Bairds Private Wealth Management (PWM) Wealth Solutions Group (WSG) have a mission to support PWMs growth strategy through effective use of action-oriented data and analytics. We provide the PWM business both home office associates and the branch network - with trusted accessible and relevant information to support the business encourage better wealth management outcomes for clients and drive sustainable growth.
The Platform Analytics Consultant will lead the creation of scalable analytics solutions for PWMs Technology stack influencing strategic technology decisions and serving as the connective tissue between data technology and business decision-making. This role will be responsible for proactively identifying opportunities related to investment decisions and client/advisor engagement from the perspective of PWM Technology. This position offers significant exposure within the firm and the individual will build and maintain relationships with our Technology Product Managers other PWM Analytics roles and IT partners. The ideal candidate is equally comfortable diving into data models as they are presenting a business case to stakeholders.
The Impact Youll Make:
- Impactful role with visibility across Wealth Solutions Group.
- Contribute to strategic technology investment decisions and advisor productivity.
- Partner with IT and WSG leaders to shape data strategy and drive adoption.
- Foster a data-informed tech-forward culture within a growing and collaborative wealth management platform.
Analytics Product Ownership
- Act as Product Owner for platform analytics solutions; maintain and prioritize backlog define user stories and translate business needs into technical requirements.
- Lead business scenario planning data flow mapping solution prototyping and documentation.
- Define and track KPIs for platform adoption utilization and engagement impact.
- Assess and sequence overall platform analytics efforts by evaluating business needs data availability UX/CX priorities and opportunity impact.
- Identify and align competing analytics priorities across platforms uncover cross-platform synergies to measure and develop KPIs and ensure cohesive product roadmap planning in close collaboration with product managers.
Data & Reporting Strategy
- Design and deliver impactful dashboards and reporting tools using Snowflake PowerBI and SQL.
- Partner with IT to enhance platform data pipelines; ensure data is consumable trusted and actionable.
- Identify automation opportunities across current reporting processes.
Technology & Business Partnership
- Collaborate with cross-functional partners (Wealth Center Product Managers IT Operations) to align insights with business strategy.
- Analyze user data to identify enhancement opportunities across PWM technology stack.
- Support UAT rollout and communication of analytics tools across the branch network.
Adoption Training & Change Enablement
- Serve as SME and internal evangelist for platform analytics capabilities.
- Translate complex data insights and technical topics into business-friendly communications.
- Support training and enablement across Wealth Solutions Group Wealth Center partners and business leaders.
What Youll Bring to Baird:
- Bachelors degree required; advanced analytics or technical focus preferred.
- Series 7/66 licensing within the first year required.
- Minimum of 3 years in analytics product management or related fields preferred.
- Proficiency in PowerBI SQL and Snowflake; proficiency in Python preferred.
- Familiarity with cloud architecture (e.g. Snowflake) and scalable data solution deployment.
- Strong storytelling skillsable to connect data to action in compelling ways.
- Experience in technology-enabled business transformation or fintech/wealthtech preferred.
- Excellent communication and interpersonal skills.
- Ability to manage multiple projects and meet deadlines.
- Experience with data visualization tools and techniques.
- Ability to work independently and as part of a team.
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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.
Required Experience:
Contract
Employment Type
Full-Time
