Managing Consultant / Associate – Financial Services Operations & Technology

Berkeley Research Group (BRG)

Managing Consultant focusing on banking transformation initiatives in consumer lending and retail banking. Leading complex engagements while collaborating with AI specialists for enhanced consulting delivery.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $115,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact

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
At the Managing Consultant level, lead complex workstreams and coordinate day-to-day project execution
Review work products and coach Associates and other junior team members

Requirements

What you’ll need

Prior consulting experience delivering business transformation for financial institutions
Managing Consultant candidates should have experience leading workstreams and coaching junior team members
Experience in retail banking, consumer lending, or credit cards
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

Benefits

Comp & perks

Equal Opportunity Employer
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Business TransformationProject ManagementImplementation RoadmapsVendor EvaluationOperational DesignGovernance SupportFinancial Institution RegulationsAI IntegrationClient Deliverables DevelopmentExecutive Presentations

Soft Skills

Strong Communication SkillsCoaching and MentoringCollaborationRelationship Building