Sr. Managing Consultant/Managing Consultant Business & Technology Analyst - Financial Institution Operations & Technology

Berkeley Research Group•Boston, NY

About The Position

Berkeley Research Group is building a Financial Institution Operations & Technology practice, initially focused on Commercial and Consumer Banking. The practice combines banking expertise, technology, and AI-enabled delivery to help financial institutions achieve measurable operational improvements. Small, multidisciplinary pods work closely with clients and share responsibility from discovery through implementation. The role offers an opportunity to help build the practice by delivering client results, developing reusable offerings, recruiting talent, and improving delivery methods. BRG is hiring at either the Managing Consultant or Senior Managing Consultant level. This is a senior, hands-on business and technology analysis delivery role. The consultant connects client objectives and operational realities with the requirements, data, and workflows needed to build effective solutions. They lead complex workstreams from discovery and requirements through development, testing, implementation, and adoption, partnering with the pod leader on priorities and outcomes and with the technical lead on feasibility and design. The role is not the pod’s primary software engineer or the overall engagement lead. The position works directly with client business and technology teams and pod colleagues. It owns the quality and traceability of business analysis while contributing to shared delivery outcomes. Consultants use approved AI tools responsibly, validate outputs, and protect client information. They also coach colleagues and contribute reusable assets, proposals, offerings, recruiting, and thought leadership as the practice grows. Preferred locations are New York, Chicago, Washington, D.C., Dallas, and Boston; strong candidates in other locations may be considered case by case. Travel to client sites is required as needed. Candidates must be able to verify legal authorization to work in the United States without current or future employer sponsorship. Managing Consultant salary range: $115,000–$160,000. Senior Managing Consultant salary range: $150,000–$175,000. Job title and level will be determined based on qualifications and experience.

Requirements

For Managing Consultant: at least 5 years of relevant experience in business transformation, business or technology analysis, or implementation, including experience leading workstreams.
For Senior Managing Consultant: at least 7 years of relevant experience in business transformation, business or technology analysis, or implementation, including experience leading workstreams.
Demonstrated experience leading business or technology analysis for complex transformation or implementation work, with hands-on responsibility from discovery and requirements through implementation.
Ability to translate ambiguous business needs into clear process models, user stories, requirements, and acceptance criteria that technical teams can implement and test.
Experience working in agile or multidisciplinary delivery teams and collaborating across business, operations, technology, risk, and compliance; ability to surface dependencies, controls, and delivery risks.
Strong analytical, written, and verbal communication skills; ability to facilitate workshops, influence senior stakeholders, and take ownership of high-quality work in a fast-moving environment.
Curiosity about AI-enabled delivery and willingness to learn and use approved tools responsibly.
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.

Nice To Haves

Consulting-firm experience delivering transformation or technology-enabled change, preferably for financial institutions.
Financial services experience in consumer lending, commercial lending, or payments.
Experience in mortgage, credit card, personal loan, or auto lending, including servicing, collections, and default; adjacent banking or wealth and asset management experience is also a plus.
Experience applying AI tools such as Claude or ChatGPT to analysis or delivery, or helping implement AI-enabled workflows, automation, or digital solutions.
Technical fluency in how applications, data flows, APIs, and system integrations support business processes, including the ability to discuss feasibility and trade-offs with architects and engineers.
Experience with data analysis or SQL, process modeling, prototyping or low-code tools, and backlog-management platforms such as Jira or Azure DevOps.
Experience with regulated environments, operational controls, change management, or regulatory remediation.
Relevant agile, business-analysis, or AI training.

Responsibilities

Lead discovery with client stakeholders to clarify business problems, user needs, operational constraints, and opportunities for technology and AI-enabled improvement.
Assess current-state processes, systems, and data; design future-state workflows and operating-model changes that connect business objectives to practical implementation.
Translate findings into build-ready user stories, functional and nonfunctional requirements, business rules, process maps, and testable acceptance criteria.
Partner with technical architects and AI/data engineers to clarify business requirements, data and integration needs, assess feasibility and trade-offs, and resolve requirements during development.
Help the pod leader refine and sequence the backlog by business value, delivery dependencies, risk, and readiness; support sprint planning, demonstrations, and feedback-driven iteration.
Define success measures and baseline performance with clients; use data, stakeholder feedback, and clear executive communications to show progress and evaluate business impact.
Coordinate day-to-day workstream delivery, track actions and dependencies, and surface risks and decisions to the pod leader.
Prepare and review client deliverables, analysis, and stakeholder updates; establish performance baselines and track progress against agreed business outcomes.
Coordinate test scenarios, user acceptance testing, defect resolution, and evaluation of AI-enabled workflows, including controls and human review where appropriate.
Support implementation and adoption through business readiness, training, operating procedures, and handover; help ensure delivered workflows remain usable after the engagement.
Own the quality and traceability of business analysis while contributing to shared pod delivery outcomes.
Use approved AI tools to accelerate research, analysis, requirements development, and delivery documentation; validate outputs and protect client information.
Coach colleagues, capture reusable assets and lessons learned, and contribute to proposals, new offerings, recruiting, and thought leadership.