AI Enablement Lead - IT Strategy & Transformation

Baird•Milwaukee, WI

2d•Onsite

About The Position

About the Role: We are seeking an AI Enablement Lead to drive the practical application of AI across multiple areas of the firm as part of a focused, high-impact AI Tiger Team. This role is centered on hands-on identification, prototyping, and delivery of AI-enabled workflow solutions that improve how work gets done across a range of business areas, such as Public Finance, Compliance, and Operations. Working closely with business leaders, end users, and IT partners, this individual will move across teams to identify opportunities, build solutions, and scale what works. Success in this role will come from delivering repeatable solutions that can be adapted and applied across different parts of the firm. The role requires balancing experimentation with focus, ensuring efforts translate into practical outcomes that improve efficiency and effectiveness. This role is highly collaborative and in-person, requiring regular engagement with teams across the firm. The individual will report to the Senior Manager of IT Strategy & Transformation and will be based in our downtown Milwaukee office. Baird is an employee-owned firm with a long-standing culture of collaboration, partnership, and long-term thinking. That model allows us to move quickly, work directly across teams, and focus on building solutions that are practical, trusted, and actually used. The Impact You’ll Make: Hands-On AI Enablement & Delivery Work across business areas to identify, build, test, and scale AI-enabled workflow solutions Personally prototype and deliver solutions using tools within the Microsoft ecosystem, including M365 Copilot, Copilot Studio, ChatGPT, Claude, and agent-based AI frameworks Practical AI Application & Fluency: Apply generative and agent-based AI to real workflows, focusing on process improvement, automation, and decision support Translate AI capabilities and limitations into clear, actionable business value for end users and leaders Education, Enablement & Adoption Embed with teams to understand how work gets done, surface opportunities, and drive adoption through delivered solutions Act as a hands-on resource for teams applying AI to their day-to-day work AI Solution Delivery & Execution Rapidly test ideas, gather feedback, iterate, and scale successful solutions in partnership with technology teams Identify repeatable patterns and extend successful approaches across multiple teams and functions Strategic Leadership & Vision Help shape how AI is applied across workflows within the firm, grounded in practical use cases and business priorities Continuously explore emerging capabilities within the Microsoft ecosystem and identify the highest-impact opportunities What You’ll Bring to Baird: 3–7 years of professional experience, including hands-on application of AI in a business environment Demonstrated experience building, prototyping, or implementing AI-enabled solutions used in real workflows in a professional setting Strong experience working within the Microsoft ecosystem (e.g., M365 Copilot, Copilot Studio, M365 Agents Toolkit) or other AI tools (Claude, Chat GPT, etc.) Comfort experimenting, iterating, and learning by doing, with a track record of delivering practical outcomes Proven ability to work directly with end users to deliver high-impact solutions Strong interpersonal and communication skills, with the ability to engage technical and non-technical audiences Bias toward action, ownership, and delivering tangible results Intellectual curiosity, persistence, and a willingness to work through challenges to achieve meaningful outcomes Bachelor’s degree in Business, Computer Science, Data Science, or a related field required Why This Role: This is an opportunity to operate as part of a small, high-impact team focused on applying AI to real business workflows across the firm. You will work directly with business teams, move quickly from idea to execution, and deliver solutions that are used day-to-day. This is not a role focused on writing strategy documents or advising from the sidelines. You will be building, testing, and scaling solutions that directly improve how work gets done. You will have the autonomy to experiment and the expectation to deliver. Success will come from building solutions that teams choose to use and from scaling what works across the firm. #LI-KC1 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

Requirements

3–7 years of professional experience, including hands-on application of AI in a business environment
Demonstrated experience building, prototyping, or implementing AI-enabled solutions used in real workflows in a professional setting
Strong experience working within the Microsoft ecosystem (e.g., M365 Copilot, Copilot Studio, M365 Agents Toolkit) or other AI tools (Claude, Chat GPT, etc.)
Comfort experimenting, iterating, and learning by doing, with a track record of delivering practical outcomes
Proven ability to work directly with end users to deliver high-impact solutions
Strong interpersonal and communication skills, with the ability to engage technical and non-technical audiences
Bias toward action, ownership, and delivering tangible results
Intellectual curiosity, persistence, and a willingness to work through challenges to achieve meaningful outcomes
Bachelor’s degree in Business, Computer Science, Data Science, or a related field required

Responsibilities

Work across business areas to identify, build, test, and scale AI-enabled workflow solutions
Personally prototype and deliver solutions using tools within the Microsoft ecosystem, including M365 Copilot, Copilot Studio, ChatGPT, Claude, and agent-based AI frameworks
Apply generative and agent-based AI to real workflows, focusing on process improvement, automation, and decision support
Translate AI capabilities and limitations into clear, actionable business value for end users and leaders
Embed with teams to understand how work gets done, surface opportunities, and drive adoption through delivered solutions
Act as a hands-on resource for teams applying AI to their day-to-day work
Rapidly test ideas, gather feedback, iterate, and scale successful solutions in partnership with technology teams
Identify repeatable patterns and extend successful approaches across multiple teams and functions
Help shape how AI is applied across workflows within the firm, grounded in practical use cases and business priorities
Continuously explore emerging capabilities within the Microsoft ecosystem and identify the highest-impact opportunities