Milwaukee, WI30+ days ago
li>Maintain a strategic perspective by staying current on industry platforms (e.g., Morningstar, FactSet, Bloomberg, LSEG, Y-Charts), assessing competitive positioning, understanding associate needs, journey mapping, managing enhancements, driving adoption, and participating in internal sub-committees and external industry forums to inform strategy. The Impact You'll Make:
- Lead and manage the PWM Research and Asset Management Team's key platforms and strategic roadmap, including oversight of related Morningstar tools (e.g., Advisor Workstation, Advisor Resource Center and associated datasets) in collaboration with key Baird stakeholders.