Managing Consultant / Associate - Financial Services Operations & Technology
About The Position
Berkeley Research Group (BRG) is establishing a new Financial Services Operations & Technology practice, initially concentrating on Commercial and Consumer Banking. This practice aims to assist financial institutions in enhancing their operational efficiency through a blend of deep banking expertise and AI-driven delivery methods. This role presents a unique opportunity to contribute to the development of a new practice within an established consulting firm. The ideal candidates are problem-solvers who thrive on client interaction and are eager to shape a growing business. Team members are expected to go beyond client delivery by actively participating in talent recruitment, developing new service offerings, contributing to thought leadership, and continuously refining delivery processes as the practice expands.
Requirements
- Prior consulting experience delivering business transformation for financial institutions.
- Managing Consultant candidates should have 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.
- Consultants who are curious about AI-enabled delivery and interested in working alongside AI specialists to improve how consulting work is performed.
- Strong consulting skills, banking experience, sound judgment, and a willingness to help build a growing practice.
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 complex workstreams and coordinate day-to-day project execution (Managing Consultant).
- Review work products and coach Associates and other junior team members (Managing Consultant).
- Serve as the primary day-to-day contact for portions of the client team (Managing Consultant).
- Support engagement planning, project management, and successful delivery (Managing Consultant).
Benefits
- Equal Opportunity Employer
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
