Strategic Execution Lead, Managed Services

Strategic Execution Lead, Managed Services

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and many of the world’s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure, in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

The Strategic Execution Lead, Managed Services serves as a key advisor to the Managing Partner, translating strategic vision into operational reality. This role drives cross‑functional execution, enhances organizational performance, and ensures alignment with firm‑wide priorities within the service line.

• Act as a trusted advisor to the Managing Partner, providing insights and recommendations to inform high‑impact decisions.
• Act as a strategic thought partner to the MS Platform Leader—helping shape priorities, track progress, and identify new opportunities.
• Translate firm and service line strategies into actionable plans, ensuring alignment with organizational goals.
• Drive planning rhythms (e.g., OKRs, strategic initiatives, performance reviews) and ensure alignment across functions.
• Lead cross‑functional teams to execute strategic initiatives and drive transformation.
• Facilitate annual strategic planning in partnership with enterprise strategy, industry, and business line leaders.
• Monitor execution of strategic plans, tracking progress and adjusting initiatives to optimize outcomes.
• Develop and deliver strategic materials for leadership forums (e.g., Principal Meetings, SL Leadership Meetings, BTAG Board, SLT, Advisory Working Group).
• Ensure service line initiatives reinforce and reflect firm‑wide strategic priorities.
• Anticipate leadership needs and proactively support the Managing Partner in navigating complex decisions.
• Participate in merger and integration efforts, supporting onboarding of incoming leaders and resolving leadership‑related issues.
• Lead or coordinate special projects tied to growth, digital enablement, or firm‑building initiatives.
• Analyze data, market trends, and internal metrics to guide decision‑making.
• Translate business goals into clear work streams and follow through on execution.
• Support internal communications, project governance, and cross‑functional collaboration.
• Coordinate strategic communications and stakeholder engagement to maintain leadership alignment.

• Oversee practice performance functions, including technology, innovation, and methodology.
• Lead key projects to identify inefficiencies and implement process improvements.
• Provide analytical insights to support service line performance and leadership decision‑making.
• Represent the service line in firm‑wide initiatives and cross‑functional programs.
• Collaborate with risk and compliance teams to assess and mitigate strategic and operational risks.
• Collaborate with other support functions—including ARC, PPG, and operational teams—in support of the service line.
• Support and guide the Practice Management team to ensure operational alignment and execution.

• Represent the service line in strategic firm‑wide initiatives (e.g., OSIM, IMO for M&A, Complementary Workforce).
• Partner with ESO functions to enhance data, resource, and risk management capabilities.
• Serve as the communications lead for service line initiatives, cascading firm messaging and supporting Managing Partner communications.
• Coordinate leadership meeting agendas, materials, and outreach activities.
• Maintain strong relationships across service lines and industries to share best practices and drive alignment.

• Bachelor’s Degree or equivalent years of experience.
• Minimum of ten (10) years of related experience; previous related industry and consulting experience highly preferred; a minimum of eight (8) years of supervisory responsibilities highly preferred.
• Demonstrated management, analytical, organization, interpersonal,…