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Senior Manager, Technology and Strategy Consulting - Reference Point

At Reference Point, you’ll have the opportunity to shape your future. Our inclusive culture and supportive team empowers you to work with leading global banks and financial institutions, alongside talented consultants and former C-suite executives. 

 

Our boutique-style firm allows us to provide opportunities to our team members that might not exist at traditional consultancies. Unlike traditional firms, we prioritize listening to our team, fostering leadership, and supporting your individual passions—creating unique opportunities to make a real impact. We deliver end-to-end strategy, management, and technology solutions that help clients navigate today’s challenges and prepare for tomorrow's opportunities.

 

We help clients navigate the next generation of challenges with solutions for today and insights for the future. What sets us apart is our proven approach: We build high-performing teams by pairing renowned industry executives with top-tier consultants to deliver practical, innovative solutions backed by high-quality execution. For over 20 years, this differentiated formula has helped us stand out and succeed. 

 

Joining us means leading meaningful projects, expanding your network, and enjoying the journey.

 

THE OPPORTUNITY

Reference Point is currently recruiting a Senior Manager to assume a leadership role within our growing Technology and Strategy Practices. Our Senior Managers lead teams of industry experts and talented consultants on a variety of challenging, fast-paced engagements for Banking, Insurance, and Capital Markets clients. Our teams deliver a full suite of Technology and Strategy services including Technology Strategy, Digital Transformation, Cloud Technology migrations, Advanced Analytics Enablement, Post-Merger Integrations, and Agile and DevOps methodology transitions.

Responsibilities of a Senior Manager on engagements often include, but are not limited to: 

  • Lead business development activities across the Technology practice, grow new accounts and deepen existing business relationships.
  • Lead client delivery teams in the execution of complex engagements to provide exceptional results for clients' most challenging business and technology initiatives.
  • Utilize prior experience and technical expertise to identify issues, advise on thought leadership, and build long-term business relationships through engagement delivery and networking.
  • Formulate target operating models, new product strategies and advanced analytical solutions
  • Develop new methodologies and intellectual capital.
  • Actively contribute to Reference Point's internal initiatives and firm culture and assist with the continued growth of the Strategy practice team.

Required Qualifications and Experience: 

  • 8+ years of relevant experience with a leading consulting or financial services firm.
  • 5+ years of relevant experience leading consulting engagements focused in Information Technology and/or related disciplines.
  • Experience engaging with CIOs and senior technology leaders to drive strategic initiatives.
  • Demonstrated success in a high-growth environment, including revenue expansion, new product development and increasing levels of responsibility.
  • Experience in developing high quality presentations and deliverables for an executive audience.
  • Financial industry experience, either in industry or consulting roles.
  • Experience managing large and diverse teams of direct reports.
  • Excellent communication and presentation skills and ability to tailor to both technical and Board-level audiences.
  • High energy, drive, integrity, and an entrepreneurial spirit.
  • Ability to travel when required.
  • A bachelor’s degree or higher with a strong GPA in systems and information engineering, industrial engineering, finance, mathematics, computer science, or another strong technical and analytical discipline preferred. MBA or equivalent preferred.

 

Preferred Qualifications and Experience:

  • 5+ years of management consulting (or internal consulting) experience in delivering projects within one or more Technology strategic disciplines (i.e. CIO Advisory, Digital Transformation, Innovation, Emerging/Future Tech, Portfolio Rationalization/Modernization, etc.)
  • Prior experience in technology finance, including financial modeling, budgeting, and strategic workforce planning.
  • Proven track record of developing and implementing technology governance frameworks, strategic portfolio reporting, and investment decision-making processes.
  • Experience identifying and evaluating opportunities for leveraging Generative AI to enhance business processes and services.
  • Experience establishing and monitoring performance metrics to assess the impact and success of technology initiatives.
  • Exceptional facilitation and collaboration skills, with the ability to influence and gain alignment at all levels of an organization, including senior leadership.
  • Strong project management and change management capabilities, with experience leading cross-functional initiatives to adopt new technologies and processes across organizations.
  • Successful track record of thriving in a fast-paced, entrepreneurial, and dynamic environment. 

 

About Reference Point:

Experience. Expertise. Execution. Results. Reference Point provides end-to-end strategy, management, and technology consulting tailored for the specialized needs of the global banking and financial services industry. Founded in 2002, our differentiated approach ensures clients achieve their goals by pairing renowned former C-suite executives with top-tier consultants to deliver practical, innovative, and impactful solutions supported by top-notch implementation.

For individuals assigned and/or hired to work in New York City, Reference Point is required by law to include a reasonable estimate of the compensation range for this role. This compensation range considers the wide range of factors that are considered in making compensation decisions including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each potential employee and subsequent job performance. A reasonable estimated salary range for this position is $175,000 to $225,000.

Reference Point is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.