Create Your Own Path with Reference Point

At Reference Point, promotion is based on merit, not tenure. Our entrepreneurial culture creates a customized experience for each employee. You will have the opportunity to drive and own your career.


Associates utilize critical thinking and analytical and verbal communication skills to drive delivery on consulting engagements.


Consultants work independently, manage small teams, further develop subject matter expertise, and interact with senior-level clients on a regular basis.


Managers oversee client relationships and project delivery and bring unique subject matter expertise to deliver services to clients. Managers also contribute to business development and mentor Associates and Consultants.

Senior Manager

Senior Managers lead large teams, leverage their subject matter expertise, and manage project delivery and client needs. Senior Managers drive business development efforts and build relationships with new clients.


Directors lead teams across multiple clients, possess deep subject matter expertise, and lead business development efforts. Directors focus on firm growth through quality delivery, sales, team member development, and other internal initiatives.


The leaders of our firm. Partners focus on business development efforts, building teams, ensuring quality delivery across all engagements, and supporting a growth culture in which all team members can succeed.

Meet Atman

Atman is a finance professional with experience working with cross-functional stakeholders to manage and support business operations, strategic process improvements, and data-driven decision making.

“As someone motivated by the opportunity to build knowledge and tackle complex challenges, working at Reference Point has given me the chance to collaborate with industry-leading experts to develop innovative and impactful solutions that address the ever-changing needs of our clients in the Financial Services sector.”

Meet Christina

Christina is a Consultant at Reference Point with experience driving and supporting business transformation initiatives, process optimization, operational efficiency, and market strategy.

“During my time at Reference Point I have been given me the opportunity to solution unique and complex client challenges, while being offered the tools and support to explore my interests and develop new skills. The diverse wealth of knowledge leadership and experts at the firm offer has proven to be a valuable resource in my growth as a consultant and my understanding of the financial services industry.”

Meet Karli

Karli has notable experience in participating in end-to-end project management initiatives, performing analyses on core banking infrastructure, and conducting strategic assessments for technology and data programs that are essential for the health and growth of financial institutions.

“One part of consulting that I have always enjoyed is the opportunity to continuously learn new things and participate in varying projects on unique clients. Reference Point has allowed me to channel my curiosity not only through supporting projects ranging from strategy to technology and data for financial services clients, but also through internal initiatives that drive business growth.”

Meet Yon

Yon specializes in building data and analytics solutions through thought leadership and delivery execution to help business teams realize their goals.

“As someone who is naturally drawn to technology and data, I get excited by the data-driven world we live in today. Reference Point’s boutique nature and unique position in the market has given me the opportunity and creative freedom to craft specialized solutions to complex problems while learning from our rich network of industry experts.”

Meet Zack

Zack specializes in leading strategic assessments and operating model enhancements for digital transformations and change programs, building teams that continuously learn and adapt to tackle client’s most pressing challenges and drive sustainable solutions.

“Complex challenges present great opportunities for collaboration and continuous learning. At Reference Point, I am motivated to come in to work every day knowing that my driven, humble, and innovative team is well positioned to tackle any new or evolving client challenge that comes our way. Whether it be tapping the deep industry expertise of our Expert Network or pairing the diverse skills and experiences of our consultants, I am confident we can partner with our clients to find the right solution. There is nothing better than a team effort culminating in a win for our clients!”

Meet Steve

Steve leads the firm's Technology & Data services. Steve has over 28 years of experience in capital markets technology roles, from application development to the CIO level.

“After spending decades in roles across the financial services industry, I see the utter importance of innovation. Reference Point’s business model presents clients with the opportunity to tap on diverse skillsets and experiences. I am fortunate to have found such a humble and driven team to support the further growth and enhancement of our digital & technology, and data & analytics services.”

We Value Your Growth

Continuing Education

Continuous learning is part of our DNA. We support a diverse set of education programs to fulfill our employee’s learning needs.

Lunch & Learn

We host regular learning sessions led by employees of all levels to share new skills and perspectives.

Coaching & Mentorship

Our mentorship program fosters a support system amongst our talented employees.

Collaborative Team

Our close-knit team makes us unique and is key to our high performance across client and internal company projects.

Share Your Knowledge and Stay Connected

Reference Point sets itself apart by pairing industry experience and expertise with delivery excellence to provide unmatched service, quality, and value. Our Expert Network offers extraordinary industry leaders an opportunity to stay engaged with the industry they are passionate about, continue to make meaningful contributions and have the flexibility they are looking for in the late stages of their career.

Our Expert Network

The structure of combining subject matter expertise with experienced project management and consulting skills is a model that exceeds any other I have dealt with in my past. But Reference Point is more than just a different kind of consulting group. I have been impressed by its dedication to its employees and to the issues that matter such as diversity, equity, and inclusion. This level of focus is so needed in the corporate world today. Reference Point is setting the example as to how an effective consulting company should operate and I am gratified that I can be a small part of it in this milestone year.

Dave Stevens, Senior Advisor to Reference Point – Housing Finance

Make a Difference Your Way

Work where you’re inspired to explore your passions, where your talents are nurtured and cultivated. And get the tools you need to keep learning and growing so you stay continually ahead of the game while making a difference in the world.

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