[Hiring] Associate Director / Senior Managing Consultant - Financial Services Operations & Technology @BRG

Role Description

Berkeley Research Group is launching a new Financial Services Operations & Technology practice, focusing on Commercial and Consumer Banking. This is an opportunity to help build a new practice within an established consulting firm.

We are hiring experienced business transformation consultants with deep Consumer Banking & Lending experience. These are senior, hands-on consulting roles for people who have spent their careers leading banking transformation across operations, technology, and the customer lifecycle.

• Associate Director: Own client engagements from proposal through delivery, build senior client relationships, shape and scope the work, lead delivery teams, and are accountable for client outcomes.
• Senior Managing Consultant: Lead the delivery of complex engagement workstreams, guide consulting teams, develop high-quality deliverables, and translate findings into practical recommendations.

What You'll Do

• Lead banking transformation across consumer lending, retail banking, and payments.
• Assess 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.

• At the Associate Director level, you will additionally:
  • Own proposals, scoping, pricing, and client pursuits.
  • Lead multiple concurrent engagements and the teams delivering them.
  • Build senior client relationships and identify opportunities to expand client work.

Qualifications

• Prior consulting experience delivering business transformation for financial institutions.
• Deep experience in one or more of the following areas: retail banking, consumer lending, or credit cards.
• Experience leading large transformation programs in regulated financial institutions.
• 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.

Requirements

• Associate Director Salary range: $180,000 - $250,000
• Senior Managing Consultant salary range: $150,000 - $175,000
• Job title and level will be determined based on qualifications and experience.
• Candidates must be able to verify their legal right to work in the United States without employer sponsorship now or in the future.

Benefits

• Equal Opportunity Employer.
• Hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability.