Tech Strategy and Planning Lead

About the role

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.

Responsibilities

• 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.

The team

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.

Qualifications

• 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 memos, and clear recommendations.
• Experience with technology portfolio governance, program performance management, and emerging technology evaluation, including GenAI, LLM platforms, and cloud-native architectures.

Preferred

• FSI Domain Expertise: Experience delivering technology strategy engagements exclusively within the Financial Services and Insurance (FSI) sectors, specifically across Capital Markets, Risk & Compliance, Digital Banking, or Regulatory Transformation domains.
• Cloud & Data Platform Strategy: Familiarity with major cloud platforms (Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP)) and modern data technologies (e.g., Databricks, Snowflake, AI/ML platforms) sufficient to evaluate architectural options and guide strategic investments.
• Agile & Transformation Delivery: Experience leading technology transformation programs using Agile, the Scaled Agile Framework (SAFe), or hybrid delivery methodologies, including operating model design and change management planning.
• Professional (PMP), SAFe Agilist, or equivalent strategy and architecture qualifications are strongly valued.