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

Berkeley Research Group•Boston, NY

About The Position

Berkeley Research Group (BRG) is launching a Financial Services Operations & Technology practice, initially focused on Commercial and Consumer Banking. The practice helps financial institutions improve operations by combining banking expertise with AI-enabled delivery. These senior, hands-on consulting roles are for practitioners with deep Consumer Banking and Lending experience who have led transformation across operations, technology, and the customer lifecycle. Team members also contribute to practice growth through recruiting, developing offerings, thought leadership, and improving delivery methods. The Associate Director owns client engagements from proposal through delivery, builds senior client relationships, shapes and scopes work, leads delivery teams, and is accountable for client outcomes and engagement success. The Senior Managing Consultant leads complex engagement workstreams, works closely with clients, guides consulting teams, develops high-quality deliverables, and turns findings into practical recommendations and implementation roadmaps. Both levels contribute to building the practice. The roles involve leading banking transformation across consumer lending, retail banking, and payments; assessing operations and designing future-state operating models and implementation roadmaps; leading transformation programs, governance, and PMOs from strategy through execution; supporting technology-enabled transformation; preparing client deliverables and executive presentations; communicating recommendations to senior stakeholders; collaborating with AI specialists; and supporting business development and practice growth. Associate Directors additionally own proposals, scoping, pricing, and client pursuits; lead multiple concurrent engagements and teams; and identify opportunities to expand client work. The stated salary range is $180,000–$250,000 for Associate Director and $150,000–$175,000 for Senior Managing Consultant. Job title and level depend 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. Travel to client sites may be required as needed.

Requirements

At least 10 years of experience for Associate Director consideration.
At least 6 years of experience for Senior Managing Consultant consideration.
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 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 and ability to influence senior stakeholders.
Ability to travel to client sites as needed.
Ability to verify legal right to work in the United States without employer sponsorship now or in the future.
Strong consulting skills, deep banking experience, sound judgment, and willingness to help build a growing practice.

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.
Curiosity about AI-enabled delivery and interest in working alongside AI specialists to improve consulting work.

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 AI specialists to incorporate AI-enabled approaches into consulting delivery.
Contribute to business development and continued practice growth.
At Associate Director level, own proposals, scoping, pricing, and client pursuits.
At Associate Director level, lead multiple concurrent engagements and the teams delivering them.
At Associate Director level, build senior client relationships and identify opportunities to expand client work.
At Senior Managing Consultant level, lead complex engagement workstreams, guide consulting teams, and translate findings into recommendations and implementation roadmaps.
Help build the practice through recruiting, developing new offerings, contributing to thought leadership, mentoring others where applicable, and improving delivery methods.