Consultant/ Managing Consultant - Financial Services Operations & Technology

BRG•Chicago, IL

23h•$90,000 - $160,000

About The Position

Berkeley Research Group is launching a Financial Services Operations & Technology practice focused initially on consumer lending, commercial lending, and payments. The practice helps financial institutions improve operations by combining banking experience with AI-enabled delivery. These hands-on consulting roles involve solving complex problems directly with clients and helping build a growing practice through recruiting, developing offerings, contributing thought leadership, and improving delivery. Consultants lead analyses and deliverables, and aspects of complex engagement workstreams, in collaboration with senior team members. Managing Consultants lead complex workstreams, coordinate day-to-day project execution, develop and review client deliverables, translate findings into recommendations and implementation roadmaps, coach junior staff, and serve as a primary day-to-day contact for portions of the client team. Both levels support transformation work, client relationships, business development, and the growth of the practice. Job title and level will be determined based on qualifications and experience.

Requirements

At least 4 years of prior consulting experience delivering business transformation for financial institutions.
Managing Consultant candidates must have at least 6 years of relevant experience, including experience leading workstreams and coaching junior team members.
Experience in one or more of consumer lending, commercial lending, or payments.
Experience supporting transformation programs within regulated financial institutions.
Ability to work effectively across business, operations, technology, legal, compliance, and risk functions.
Strong written and verbal communication skills.
Ability to travel to client sites as needed.
Ability to verify legal authorization to work in the United States without employer sponsorship now or in the future.

Nice To Haves

Experience with servicing, collections, and default operations.
Industry experience at a leading bank, lender, or financial services institution.
Experience in adjacent areas such as wealth and asset management or other banking domains.
Interest in AI-enabled delivery and willingness to work alongside AI specialists to improve consulting work.

Responsibilities

Lead or support transformation initiatives across consumer lending, commercial lending, and payments.
Assess current operations, design future-state operating models, and develop practical implementation roadmaps.
Support 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 effective working relationships with clients and communicate recommendations to project stakeholders.
Collaborate with AI specialists to incorporate AI-enabled approaches into consulting delivery.
Support business development and contribute to the continued growth of the practice.
Support recruiting, develop new offerings, contribute to thought leadership, and continually improve delivery approaches.
At the Managing Consultant level, lead complex workstreams and coordinate day-to-day project execution.
At the Managing Consultant level, review work products and coach junior team members.
At the Managing Consultant level, serve as the primary day-to-day contact for portions of the client team.
At the Managing Consultant level, support engagement planning, project management, and successful delivery.