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

BRG•New York, NY

1d•$150,000 - $250,000

About The Position

Berkeley Research Group 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 are senior, hands-on consulting roles for experienced business transformation consultants with deep Consumer Banking and Lending experience, leading work across operations, technology, and the customer lifecycle. Team members also help build the practice through recruiting, developing offerings, thought leadership, and improving delivery. At the Associate Director level, the role owns client engagements from proposal through delivery, builds senior client relationships, scopes work, leads delivery teams, and is accountable for client outcomes and engagement success. The Associate Director also supports business development and practice growth. At the Senior Managing Consultant level, the role leads complex engagement workstreams, works closely with clients, guides consulting teams, develops high-quality deliverables, and translates findings into practical recommendations and implementation roadmaps. This level also contributes to recruiting, offering development, thought leadership, and improvements to how the practice works. The salary range is $180,000–$250,000 for Associate Director and $150,000–$175,000 for Senior Managing Consultant. 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.

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 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; helpful but not required.
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 the continued growth of the practice.
At the Associate Director level, own proposals, scoping, pricing, and client pursuits.
At the Associate Director level, lead multiple concurrent engagements and the teams delivering them.
At the Associate Director level, build senior client relationships and identify opportunities to expand client work.
Help recruit talent, develop new offerings, contribute to thought leadership, and improve delivery as the practice grows.
At the Senior Managing Consultant level, lead delivery of complex engagement workstreams and guide consulting teams.