Tech Strategy and Planning Lead

PowerToFly; Town of Florida (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

PowerToFly is seeking an experienced Tech Strategy and Planning Lead to guide enterprise technology initiatives for financial services clients. You will translate business priorities into delivery plans, build multi-year roadmaps, and engage C-suite stakeholders.

As part of AI & Engineering offerings, you’ll evaluate GenAI, cloud, and data platforms, shape investment cases, and drive governance across programs. This role emphasizes strategic insight over travel.

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 and managing replanning as priority/conditions change.
• Experience developing enterprise technology roadmaps and target-state architectures.
• Experience developing business cases, TCO models, and ROI frameworks for executive decisions.
• Proven ability to engage senior executives and present complex tech trade-offs clearly.

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 objectives, regulatory requirements, and market trends.
• Evaluate emerging technologies including GenAI, AI/ML, cloud, and data platforms through market scans and proofs-of-concept.
• Develop data-driven business cases and investment recommendations assessing TCO, ROI, and portfolio priorities.
• Engage and influence C-suite and cross-functional stakeholders by translating complex technology considerations into strategic narratives.
• Lead technology portfolio planning, initiative prioritization, governance, and performance tracking.
• Coordinate architecture, engineering, data, and business teams to execute strategies with milestones and delivery objectives.

Skills

Technology strategy

Enterprise architecture

IT management consulting

Financial services domain

Executive communication

Job description

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.

Work you'll do/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

Required

• 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.