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Technology Strategy Consultant
2 months ago
Overview:
At Reference Point, you will have the opportunity to shape your future with a leading boutique management consulting firm known for its dynamic and innovative approach. Our collaborative team promotes an inclusive environment where you can engage with some of the largest global financial institutions, alongside skilled consultants and former C-suite executives.
Our boutique model enables us to offer unique opportunities that may not be available in traditional consulting firms. We value listening to our team members, empowering them to take on leadership roles, pursue their interests, and drive meaningful change. Our core values are integral to our culture and include:
- Humility
- Drive
- Integrity
- Inclusivity
We assist clients in navigating contemporary challenges with innovative solutions and insights for the future. As a team member, you will deliver comprehensive strategy, management, and technology solutions to help clients meet their objectives.
The Opportunity:
A career in Reference Point's Technology & Digital practice offers you the chance to help major financial services firms harness the potential of their data.
We provide a full spectrum of consulting services, from strategic guidance and data management to execution, enabling clients to achieve their goals. In essence, you will facilitate transformative change for our clients by leveraging cutting-edge applications, analytics, and cloud technologies. By joining our Technology & Digital team, you will collaborate with a high-performing group, alongside esteemed industry leaders who have held significant IT leadership roles in large financial organizations.
At Reference Point, we seek individuals who are highly motivated and thrive in the fast-paced environment of management consulting, while also appreciating a fun workplace culture. If you are an experienced, driven, and entrepreneurial individual with strong values, we encourage you to connect with us.
Responsibilities:
- Utilize Agile frameworks, methodologies, tools, and Scrum practices across implementation projects and digital transformation initiatives, serving as a coach to both client and internal teams.
- Oversee engagements that encompass business analysis, project management, and program portfolio management to successful completion.
- Conduct Agile maturity assessments and devise implementation strategies and transformation roadmaps using scaled Agile frameworks.
- Identify delivery obstacles, issues, and risks, recommending suitable solutions or escalating to the appropriate levels and stakeholders as necessary.
- Facilitate program/project status updates, daily scrum meetings, sprint planning sessions, and retrospectives.
- Support scrum teams and product owners in capacity planning, scrum board management, sprint backlog determination, and monitoring velocity and burn down/up charts.
- Collaborate with business areas and product owners to perform requirements analysis, solution design, and functional testing.
- Analyze business and technical requirements to support the design and development of scalable enterprise application architecture.
- Coordinate across teams to ensure effective collaboration and communication across large programs and global teams.
- Own deliverables, project scope items, client presentations, and workstreams; proactively engage leadership when appropriate and drive the implementation of feedback.
- Independently manage the full project lifecycle from planning through high-quality execution.
- Present engagement findings, data insights, and recommendations to senior client executives and key stakeholders.
- Collaborate with leadership and experts to gain insights and knowledge necessary to solve problems and enhance your expertise.
- Mentor, train, and oversee junior resources, conducting quality reviews of their work products.
- Leverage tools, methodologies, and knowledge to enhance efficiency and improve project delivery outcomes.
- Learn from former industry practitioners to build your subject matter expertise and professional network.
- Take a leadership role in internal initiatives; plan events for our Employee Resource Groups, propose and drive internal initiatives, or create proposals and thought leadership.
- Engage with one or more Practice Area communities.
- Build institutional knowledge through project documentation and knowledge-sharing.
- Embody Reference Point's core values (Drive, Integrity, Humility, and Inclusivity) and champion our firm culture.
Required Qualifications:
- Experience managing project teams, with strong delivery capabilities and familiarity with various project management methodologies.
- Knowledge of Agile methodologies (e.g., Scrum, Kanban) and Agile scaling frameworks (e.g., SAFe, Scrum of Scrums).
- Strong understanding of business processes and requirements analysis.
- Experience effectively managing both onshore and offshore resources.
- Analytical skills, strong data modeling capabilities in Excel or other tools, and exposure to various tools and technologies.
- Experience working with Agile development methodologies such as Sprint and Scrum.
- Experience in large, complex programs within Technology organizations and direct interaction with client leadership.
- At least 3 years of prior consulting experience with a top-tier consulting firm or within the Financial Services sector.
- Emerging expertise within Financial Services, particularly in one or more of Reference Point's industry focus areas.
- Strong stakeholder management skills, with the ability to align multiple client stakeholders on findings and recommendations.
- Excellent verbal presentation, written communication, and visual display skills; ability to create compelling presentations and deliverables.
- Experience working independently with strong problem-solving and issue resolution skills.
- Demonstrated humility and the ability to drive work necessary for the success of client programs and complex projects.
- Exceptional drive and an entrepreneurial mindset.
- A bachelor's degree or higher in systems and information engineering, industrial engineering, operations research, mathematics, computer science, or another technical and analytical discipline is preferred.
About Reference Point:
Experience. Expertise. Execution. Results. Reference Point delivers end-to-end strategy, management, and technology consulting tailored to the unique needs of the global banking and financial services industry. Established in 2002, our distinctive approach ensures clients achieve their objectives by pairing renowned former C-suite executives with top-tier consultants to provide practical, innovative, and impactful solutions supported by exceptional implementation.
Discover why Reference Point is a preferred choice for qualified candidates seeking the freedom a boutique model offers and the opportunity to work on some of the most intriguing projects in the industry.
