Manager - Strategy Practice - Capital Markets Focus

Overview:At Reference Point, you'll have the chance to chart your course for the future. Our supportive team fosters an inclusive culture where you'll have the opportunity to work with some of the largest global banks and financial services companies in the world, 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. We pride ourselves on listening to our employees, empowering them to take on leadership roles, pursue individual interests, and impact real change.We help clients navigate the next generation of challenges with solutions for today and insights for the future. As a member of our team, you'll be providing end-to-end strategy, management, and technology solutions to help them achieve their goals.But what makes us really different is how we approach every engagement. For over 20 years, our differentiated approach has helped us to stand out among competitors. We build high-performing teams by pairing renowned industry executives with top-tier consultants to deliver practical, innovative, and impactful solutions supported by high-quality implementation.So, joining us will offer an exceptional opportunity to lead, develop, expand your network, and have some fun along the way!The Opportunity:The Capital Markets industry is rapidly changing. Senior executives are looking to continue the momentum of digitization and automation, while responding to increasing threats from non-conventional ways to access capital markets. In addition to an expansion of products to access capital markets, the global landscape and interest-rate environment are rapidly changing creating an environment ripe for disruption for senior executives willing to innovate.At Reference Point, you'll have an opportunity to influence this shifting landscape while developing your own skills in areas like digital, data, and analytics and much more as you advise clients in solving many of these critical challenges. You'll help clients unlock value by driving business strategies and delivering top-notch solutions across a wide range of critical business issues.Managers work alongside industry experts to drive and support a variety of challenging, fast-paced engagements.Responsibilities:Respond to emerging trends in the financial services industry with innovative solutions, new products, and proven implementation strategies. Lead engagements providing strategic assessments, high quality analysis, support, and deliverables to clients. This includes but is not limited to:Designing Target Operating Models to build scalable, automated processes to capitalize on efficiency gains and focus human capital on highest value tasksDetail new product strategies to identify opportunities to capture market share within emerging client segments and expanded product offeringsLead advanced analytical engagements to present quantitative and qualitative findings on customer demands and priorities directly to key stakeholders.Provide Gap Assessments for clients on data acquisition, cleansing, storage, and modeling strategiesSupport merger integration engagements as industry participants seek to continue to expand product and channel offerings and their competitive positioningDrive engagements providing innovative banking services to FinTech and developing firmsManage client relationships and provide accurate, timely communication throughout the engagement lifecycle.Define and document and manage project scope in line with stakeholder priorities.Engage with former industry practitioners to build your subject matter expertise and professional network.Drive (MG) / Lead (Sr. MG) Reference Point internal initiatives to contribute to firm growth.Build institutional capital through project documentation and knowledge-sharing.Drive thought leadership to showcase our expertise, educate clients and prospects, and amplify our brand in the market.Embrace Reference Point's core values of Humility, Drive and Integrity - champion a culture of inclusion where everyone has a voice and an opportunity to contribute ideas.Required Qualifications:Entrepreneurial spirit with deep problem-solving capabilities.A bachelor's degree or higher with a strong GPA in an analytical or technical discipline including but not limited to finance, economics, engineering, mathematics, or other advanced analytical degrees.Strongly preferred a Master of Business Administration or other advanced analytical degree from an elite business school or graduate university.5-7 years of relevant experience with a top-tier consulting firm.Strong expertise in capital markets, capital markets technology, and/or data and analytics domains with exposure to a wide variety of projects and businesses.Proven ability to work independently as well as collaboratively in an entrepreneurial, team environment.Excellent written and verbal communication skills.Exceptional problem-solving skills - an analytical, creative, and innovative mindset.Experience leading project-based work in a client-facing capacity.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.

Created: 2025-02-22