Consultant/ Senior Associate - Financial Services Operations & Technology

Berkeley Research Group•Chicago, NY

7h•Onsite

About The Position

Berkeley Research Group (BRG) is establishing a new Financial Services Operations & Technology practice, initially concentrating on Commercial and Consumer Banking. The practice aims to enhance financial institutions' operations by integrating deep banking knowledge with AI-driven delivery methods. This role offers a unique chance to contribute to the development of a new practice within an established consulting firm. The ideal candidates are problem-solvers who enjoy client interaction and have a desire to shape a growing business. Team members are expected to go beyond client delivery by participating in recruitment, developing new offerings, contributing to thought leadership, and continuously improving delivery processes as the practice expands.

Requirements

A minimum of two years of prior consulting experience delivering business transformation for financial institutions is required.
Consultant candidates should have a minimum of 4 years of relevant experience, including experience leading workstreams and coaching junior team members.
Experience in one or more of the following areas: retail banking, consumer lending, or credit cards, including servicing, collections, and default.
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.
Candidates must be able to verify their legal right to work in the United States without employer sponsorship now and 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.
Curiosity about AI-enabled delivery and interest in working alongside AI specialists to improve consulting work performance.

Responsibilities

Lead or support banking transformation initiatives across consumer lending, retail banking, 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.
Lead pieces of complex workstreams and coordinate day-to-day project execution (Consultant level).
Review work products and coach Associates and other junior team members (Consultant level).
Serve as the primary day-to-day contact for portions of the client team (Consultant level).
Support engagement planning, project management, and successful delivery (Consultant level).