Managing Consultant - Financial Institution Advisory

BRG•Washington, DC

1d•$100,000 - $200,000

About The Position

BRG’s Financial Institution Advisory practice provides strategic, analytical, and operational support to commercial banks, consumer finance companies, credit unions, mortgage banks, capital markets participants, and insurance companies. The practice combines expertise from finance, accounting, risk, regulation, technology, banking, and consulting to help clients address immediate risks and achieve measurable performance improvements. The Managing or Senior Managing Consultant will support and oversee engagement workstreams covering financial, operational, and regulatory matters. The role calls for strong analytical and problem-solving skills, effective communication with internal teams and clients, initiative, professionalism, and the ability to contribute in a fast-paced advisory environment. The practice is expanding its advisory offerings to incorporate AI-enabled solutions. The position may involve identifying opportunities to integrate AI into financial operations, risk processes, and client deliverables, as well as taking ownership of innovation initiatives, pilots, and workstreams. The role also contributes to client relationships, staff development, industry research, business development, and practice growth.

Requirements

Several years of experience with AI models, including Claude, ChatGPT, and Gemini, or comparable tools.
Experience working with proprietary large language models or contributing to the development of custom models.
Ability to explain complex AI/ML and other concepts clearly to non-technical audiences and diverse stakeholders.
Strong presentation skills and ability to communicate effectively with senior executives.
Strong work ethic, ownership mindset, and willingness to take the lead on initiatives.
High integrity, discretion, and commitment to quality.
Ability to work independently and collaboratively within multidisciplinary teams.
Strong organizational skills and attention to detail.
Commitment to continuous learning and professional development.

Nice To Haves

Experience building industry solutions that have been leveraged throughout a firm or sold to clients.
Experience in financial services, blockchain, or cryptocurrency.

Responsibilities

Conduct business process reviews and current-state assessments across financial and operational functions.
Develop structured roadmaps to enhance operations, compliance, controls, and risk management.
Support clients with technology enablement, workflow optimization, and dashboard and reporting development.
Perform financial and accounting reviews, including data validation, reconciliation, and quality control.
Design and execute statistical and financial analyses, including modeling financial data and markets.
Prepare, refine, and present client-ready deliverables to senior stakeholders.
Manage and mentor junior staff, ensuring quality and consistency across workstreams.
Conduct industry research and contribute to business development and practice growth.
Maintain and strengthen client relationships through consistent communication and high-quality work.
Identify opportunities to integrate AI into financial operations, risk processes, or client deliverables.
Take ownership of new initiatives, pilots, and innovation-focused workstreams.