Associate Director / Senior Managing Consultant - Financial Services Operations & Technology
About The Position
Berkeley Research Group is launching a new Financial Services Operations & Technology practice, with an initial focus on Commercial and Consumer Banking. We help financial institutions improve how they operate by combining deep banking experience with AI-enabled delivery. This is an opportunity to help build a new practice within an established consulting firm. We are looking for senior practitioners who enjoy solving complex problems, working directly with clients, and helping shape a growing business. Everyone on the team is expected to contribute beyond client delivery by helping recruit top talent, develop new offerings, contribute to thought leadership, and continually improve how we deliver work as the practice grows.
Requirements
- Prior consulting experience delivering business transformation for financial institutions.
- Associate Director candidates should have 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.
- Candidates must be able to verify their legal right to work in the United States without employer sponsorship now or in the future.
Nice To Haves
- 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.
- Consultants who are curious about AI-enabled delivery and interested in working alongside our AI specialists to improve how consulting work is performed.
- Success in these roles requires strong consulting skills, deep banking experience, sound judgment, and a willingness to help build a growing practice.
Responsibilities
- 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.
- Own proposals, scoping, pricing, and client pursuits (Associate Director level).
- Lead multiple concurrent engagements and the teams delivering them (Associate Director level).
- Build senior client relationships and identify opportunities to expand client work (Associate Director level).
Benefits
- Equal Opportunity Employer
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
