Managing Consultant - Financial Services Operations & Technology

Berkeley Research Group•Washington DC, DC

7h•Hybrid

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 enhance financial institution 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 candidate is a practitioner who thrives on solving complex issues, engages directly with clients, and plays a role in shaping a growing business. Team members are expected to go beyond client delivery by 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.
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.
Must be able to verify 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 complex workstreams and coordinate day-to-day project execution.
Review work products and coach Associates and other junior team members.
Serve as the primary day-to-day contact for portions of the client team.
Support engagement planning, project management, and successful delivery.