Strategy & Transformation Consultant

Baird•Milwaukee, WI
•Hybrid

About The Position

The Strategy & Transformation Consultant is part of Baird’s small, senior Strategy and Transformation team, which shapes firm-wide technology strategy. The role supports critical initiatives across the firm and works regularly with the Chief Information Officer and Senior IT Leadership Team. Using a business-pull approach, the team starts with the priorities of Baird’s business units and CRGs and stewards long-term technology decisions. This is a business- and strategy-oriented position; deep technical experience is not required. The consultant will apply established strategic and analytical skills to drive organizational priorities and help advance technology as a core part of Baird’s business strategy, growth and transformation. The work spans teams and stakeholders across the business, with flexibility in the tools, processes and approaches used within a collaborative culture. The position is based in Milwaukee and follows a hybrid arrangement, with at least three to four days per week in the office and the remaining time remote. The schedule is intended to support relationship building and consensus across leaders and teams.

Requirements

  • At least 3 years of relevant experience.
  • Ability to operate independently on ambiguous problems, structure them into clear next steps, and exercise 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 rework as senior leadership direction evolves.
  • Strong quantitative intuition, including experience building clean Excel models and pressure-testing data for inconsistencies.
  • Experience developing storylines and executive-ready presentations that translate analysis into clear implications and recommendations for senior leaders.
  • Executive presence and advanced written and verbal communication skills, including comfort presenting to and navigating discussions with senior leadership.
  • Experience driving change management efforts and conducting stakeholder interviews or focus groups.
  • Strong organizational navigation skills, including relationship building, early stakeholder engagement and understanding informal decision dynamics.
  • Sound judgment and professional presence, with the ability to focus on high-impact work and adapt as priorities shift.
  • Excellent collaboration and teamwork skills, including the ability to influence without authority and value diverse perspectives and shared success.
  • Strong PowerPoint and Excel skills, with 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.

Nice To Haves

  • Approximately 3 to 7 years of relevant experience.
  • 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 technology initiatives across business units, CRG teams and technology partners.
  • Partner with senior technology leaders on strategic projects, including current-state, future-state and gap analysis; people, process and technology assessments; strategic roadmaps; resource planning; and executive scorecards and reporting.
  • Lead focus groups and stakeholder interviews, and synthesize key takeaways into clear findings.
  • Lead quantitative data analysis and Excel modeling, using structured models with clear assumptions and outputs and identifying data that appears inconsistent.
  • Develop storylines and narratives for executive presentations, distilling 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.
  • Participate in periodic reviews of emerging and disruptive technology trends and their applicability to Baird’s businesses.

Benefits

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