Job Description

Overview:

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:

A career in Reference Point’s Technology & Digital practice will provide you with the opportunity to help the world’s largest financial services firms unlock the power of their data.

We provide end-to-end consulting, from strategic advice, data management and implementation, to the execution that clients need to achieve their goals. In short, you’ll have an opportunity to enable change for our clients leveraging the latest applications, analytics, and cloud solutions. In joining our Technology & Digital team, you’ll work with a high-performing, driven team, alongside renowned industry executives who have held CIO, CTO, CISO and other IT leadership positions at large financial institutions.

At Reference Point, we look for people who are highly motivated and enjoy the challenge and fast pace of a career in management consulting, as well as people who enjoy a little fun. If you are an experienced, driven, and entrepreneurial individual with strong values and you think you can see yourself as a member of the Reference Point family, reach out to us today!

Responsibilities:

• Leverage Agile frameworks, methodologies, tools and Scrum practices across implementation engagements and digital transformation programs, and serve as a coach to both client and internal teams.
• Drive engagements spanning business analysis, project management and program portfolio management to completion.
• Conduct Agile maturity assessments and design implementation plans and transformation roadmaps using scaled Agile frameworks.
• Identify delivery blockers, issues and risks and recommend appropriate solutions or perform escalation to the appropriate levels and client / internal stakeholders as needed.
• Facilitate program / project status updates, daily scrum meetings, sprint planning sessions, and sprint retrospectives meetings.
• Support scrum teams and product owners in capacity planning, scrum board usage, sprint backlog determination, management and refinement, and velocity monitoring and burn down/up charts.
• Ability to work with business areas and product owners to perform requirements analysis, solution design and functional testing.
• Analyze business and technical requirements to enable design and build of scalable enterprise application architecture.
• Coordinate across teams to ensure 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 implementation of feedback.
• Independently drive 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 the insights and knowledge you need to solve problems and build your own expertise.
• Coach, train, and manage more junior resources and perform quality reviews of their work products.
• Leverage tools, methodologies and knowledge to increase efficiency and improve project delivery to achieve better outcomes.
• Learn from former industry practitioners to build your subject matter expertise and professional network.
• Take a leadership role in Reference Point internal initiatives; plan events for our ERGs, propose and drive an internal initiative, or create proposals and thought leadership.
• Get involved with one or more Practice Area communities.
• Build institutional capital through project documentation and knowledge-sharing.
• Embody Reference Point’s core values (Drive, Integrity, Humility, and Inclusivity) - champion our firm culture.

Required Qualifications:

• Experience managing project teams, strong delivery capabilities and familiar with variety of project management methodologies.
• Familiarity with agile methodologies (e.g. based on Scrum, Kanban) as well as Agile scaling frameworks (e.g., SAFe, Scrum of Scrums, etc.).
• Possess a strong understanding of business processes and requirements analysis.
• Experience effectively managing both onshore and offshore resources.
• Analytics skills, strong data modeling skills in Excel or other tools, and exposure to a variety of other tools and technologies.
• Experience working with agile development methodologies such as Sprint and Scrum.
• Experience working in large, complex programs within Technology organizations and working directly with client leadership.
• At least 3 years of prior consulting experience with a top-tier consulting firm or within the Financial Services industry.
• Emerging expertise within Financial Services, specifically within 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 and visual display skills; ability to create compelling presentations, storylines and deliverables.
• Experience working independently and strong problem solving and issue resolution skills.
• Humility and ability to drive work required to make client programs and complex projects successful.
• Incredible drive and an entrepreneurial spirit.
• A bachelor’s degree or higher with a strong GPA in systems and information engineering, industrial engineering, operations research, mathematics, computer science, or another strong technical and analytical discipline preferred.

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.

Come see why Reference Point is a leading choice for qualified applicants looking for the freedom a boutique model can offer and an opportunity to work on some of the most interesting projects in the industry.

For individuals assigned to, hired to work in, or reporting to a supervisor, office, or other site in New York, 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 $90,000 to $125,000.

Base salary estimate does not include other forms of compensation or benefits offered in association with the advertised role, including but not limited to paid time off, 401(k), health insurance (medical, dental, vision, wellness program), and more.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program. Annual incentive awards, if any, depend on various factors, including, but not limited to, individual and Company performance.

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.

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