Strategy & Transformation Consultant

Baird•Milwaukee, WI
•Hybrid

About The Position

The Strategy & Transformation Consultant joins Baird’s small, senior Strategy and Transformation team, which shapes firm-wide technology strategy. The role supports critical initiatives across the firm and works closely with the Chief Information Officer and Senior IT Leadership Team. It is business- and strategy-oriented rather than technical, using business-unit and CRG priorities to guide long-term technology decisions and advance technology as part of Baird’s business strategy, growth, and transformation. The position calls for a consultant with an established strategic and analytical toolkit, ideally developed in strategy consulting or a similarly rigorous background, who can contribute to firm-wide priorities from day one. The role involves cross-firm stakeholder engagement, independent analysis, executive communication, change management, strategic planning, and quantitative analysis. The consultant has flexibility in choosing tools, processes, and approaches within a collaborative culture. This position is based in Milwaukee with a hybrid working arrangement: at least 3 to 4 days per week in the office and the remaining time remote. Compensation and bonus are commensurate with experience, performance, and/or firm profitability. Baird is not currently hiring candidates who now or in the future require employment visa sponsorship.

Requirements

  • At least 3 years of relevant experience; approximately 3 to 7 years is preferred.
  • Demonstrated ability to operate independently on ambiguous problems, structure them into clear next steps, and use sound judgment about when to escalate or seek input.
  • Composure in a high-stakes, fast-moving environment, including comfort with tight turnarounds, occasional work outside standard hours, and substantial reworking or scrapping of work as senior leadership direction evolves.
  • Strong quantitative intuition, including experience building clean Excel models and pressure-testing data for inconsistencies.
  • Proven experience developing storylines and executive-ready presentations and translating analysis into implications and recommendations for senior leaders.
  • Advanced written and verbal communication skills, with comfort presenting to and navigating discussions with senior leadership.
  • Experience driving change management efforts and conducting stakeholder interviews or focus groups.
  • Strong organizational navigation and relationship-building skills, including engaging stakeholders early and understanding informal decision dynamics.
  • Sound judgment and professional presence, with the discipline to focus on high-impact work and adapt as priorities shift.
  • Excellent collaboration and teamwork skills, including influencing without authority and valuing diverse perspectives and shared success.
  • Strong PowerPoint and Excel skills, and comfort learning and adopting new tools, including AI-enabled solutions.
  • Bachelor’s degree in an analytical discipline such as business, economics, statistics, or mathematics, or a technology discipline such as computer science or MIS; equivalent experience is also accepted.
  • Must not require employment visa sponsorship now or in the future.

Nice To Haves

  • Background in strategy consulting or corporate strategy.
  • Post-MBA candidate with relevant pre-MBA experience.
  • MBA.
  • Power BI knowledge.

Responsibilities

  • Conduct independent analysis, research, and critical thinking for critical, firm-wide Strategy & Transformation projects.
  • Work directly with the CIO and Senior IT Leadership Team on strategic priorities, navigating competing viewpoints, ambiguity, and organizational complexity.
  • Lead communications and change management efforts to increase visibility and adoption of Baird technology initiatives and build alignment across business units, CRG teams, and technology partners.
  • Partner with senior technology leaders on strategic projects, including current-state, future-state, and gap analyses; people, process, and technology assessments; strategic roadmaps; resource planning; and executive scorecards and reporting.
  • Lead focus groups, conduct stakeholder interviews, and synthesize findings and key takeaways.
  • Lead quantitative data analysis and Excel modeling, documenting assumptions and outputs and checking data for inconsistencies.
  • Develop storylines and narratives for executive presentations, translating complex analysis into clear messages and recommendations for senior audiences.
  • Support and drive strategic analyses of potential technology initiatives.
  • Support and drive content creation for bi-monthly IT Committee meetings with senior Baird leaders.
  • Periodically review emerging and disruptive technology trends and assess their applicability to Baird’s businesses.

Benefits

  • Comprehensive benefits designed for employees’ lives, careers, and futures.
  • Compensation and bonus commensurate with experience, performance, and/or firm profitability.
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