Tech Strategy and Planning Lead

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Tech Strategy and Planning Lead, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project Delivery Talent Model is designed for professionals with specialized skills that align to a current client need.

Team members focus on delivering services to clients, without additional expectations related to business development or promotion. Their employment is tied to their role on a project, and they are eligible for a benefits package that is competitive for project delivery-focused professionals.

Align business priorities with technology capacity by representing business requirements, coordinating effort estimation and sizing, and translating priorities into actionable delivery plans.

Monitor execution against delivery plans and drive timely replanning as priorities, timelines, dependencies, or resource constraints evolve.

Define and communicate enterprise technology strategies and multi-year roadmaps aligned with business objectives, regulatory requirements, and market trends.

Evaluate emerging technologies—including AI, GenAI, cloud, and data platforms—through market scans, build-versus-buy analyses, and proof-of-concept evaluations.

Develop data-driven business cases and investment recommendations that assess TCO, ROI, risk trade-offs, and technology portfolio priorities.

Engage and influence C-suite and cross-functional stakeholders by translating complex technology considerations into clear strategic narratives and actionable recommendations.

Lead technology portfolio planning, initiative prioritization, resource alignment, governance frameworks, program pipelines, and performance tracking.

Coordinate architecture, engineering, data, and business teams to execute technology strategies with defined milestones, success metrics, and delivery objectives.

Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You’ll work alongside talented professionals reimagining and re-engineering operations and processes that are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.

AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.

Engineering as a Service provides complete design, implementation, and technology operations, leveraging our core engineering expertise. We transform engineering teams, modernize technology, and deliver complex programs with a product engineering approach. Our flexible delivery models—traditional teams, pools, or pods—are tailored to each client’s needs, offering engineering-led advisory, implementation, and operational capabilities to accelerate innovation.

4+ years of experience in technology strategy, enterprise architecture, or IT management consulting within financial services or capital markets.

Experience translating business goals into technical deliverables, coordinating estimation and sizing exercises, and managing replanning as priorities and project conditions change.

Experience developing enterprise technology roadmaps and target-state architectures through capability assessments, scenario planning, and investment sequencing.

Experience developing business cases, TCO models, and ROI frameworks to support executive technology investment decisions.

Proven ability to engage senior executives and communicate complex technology trade-offs through compelling presentations, strategic…