Associate Director / Senior Managing Consultant - Financial Services Operations & Technology

About the role

We are launching a new Financial Services Operations & Technology practice at Berkeley Research Group, focusing initially on Commercial and Consumer Banking. This role involves helping financial institutions improve operations through a combination of deep banking experience and AI-enabled delivery. It's an opportunity to build a new practice within an established consulting firm.

Roles We Are Hiring For

• Associate Director — Owns client engagements from proposal through delivery, builds senior client relationships, shapes and scopes the work, leads delivery teams, and is accountable for client outcomes, engagement success, and growing long-term client relationships. Also helps build the practice through business development, recruiting, developing new offerings, mentoring others, and contributing to thought leadership.
• Senior Managing Consultant — Leads the delivery of complex engagement workstreams, works closely with clients, guides consulting teams, develops high-quality deliverables, translates findings into practical recommendations and implementation roadmaps. Also helps build the practice through recruiting, developing new offerings, contributing to thought leadership, and improving how we work.

What You'll Do

• Lead banking transformation across consumer lending, retail banking, and payments.
• Audit current operations, design future-state operating models, and develop practical implementation roadmaps.
• Lead transformation programs, governance, and PMOs from strategy through execution.
• Support technology-enabled transformation, including vendor evaluation, implementation, and business readiness.
• Develop high-quality client deliverables and executive presentations.
• Build trusted client relationships and communicate recommendations to senior stakeholders.
• Collaborate with our AI specialists to incorporate AI-enabled approaches into consulting delivery.
• Contribute to business development and the continued growth of the practice.

Qualifications

• Required:
• Prior consulting experience delivering business transformation for financial institutions.
• Experience leading engagements and supporting business development within a consulting firm.
• Deep experience in one or more of the following areas: retail banking, consumer lending, or credit cards, including servicing, collections, and default.
• Experience leading large transformation programs in regulated financial institutions, including work involving regulatory change, compliance, operational improvement, or regulatory remediation.
• Ability to work effectively across business, operations, technology, legal, compliance, and risk functions.
• Strong written and verbal communication skills with the ability to influence senior stakeholders.
• Ability to travel to client sites as needed.
• Preferred:
• Industry experience at a leading bank, lender, or financial services institution.
• Additional experience across Commercial Banking, Payments, or Wealth Management.
• Experience using AI tools such as Claude or ChatGPT is helpful but not required.

Pay

• Associate Director Salary Range: $180,000 - $250,000
• Senior Managing Consultant Salary Range: $150,000 - $175,000

Benefits

At Berkeley Research Group, we believe in providing competitive compensation and benefits packages to support our employees' well-being. Details will be provided during the interview process.

Schedule

Our team operates on a flexible schedule to accommodate the needs of our clients and each individual. We value work-life balance and encourage open communication to ensure everyone feels supported.

BRG

Berkeley Research Group combines world-leading academic credentials with world-class business expertise and purpose-built emerging technologies. Our culture centers on agility and connectivity, setting us apart and getting you ahead. We are proud to be an Equal Opportunity Employer and offer a diverse and inclusive workplace where everyone is valued and respected.