Associate Director – Senior Managing Consultant, Financial Services Operations & Technology

Berkeley Research Group (BRG)

Consultant leading banking transformation across consumer lending and retail banking. Focusing on operations and technology within an AI-enabled consulting framework.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $180,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact

Lead banking transformation across consumer lending, retail banking, and payments.
Assess current operations, design future-state operating models, and develop practical implementation roadmaps.
Lead 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 trusted client relationships and communicate recommendations to senior stakeholders.
Collaborate with our AI specialists to incorporate AI-enabled approaches into consulting delivery.
Contribute to business development and the continued growth of the practice.
At the Associate Director level, you will additionally: Own proposals, scoping, pricing, and client pursuits.
Lead multiple concurrent engagements and the teams delivering them.
Build senior client relationships and identify opportunities to expand client work.

Requirements

What you’ll need

Prior consulting experience delivering business transformation for financial institutions.
Associate Director candidates should have experience leading engagements and supporting business development within a consulting firm.
Deep experience in one or more of the following areas: retail banking, consumer lending, or credit cards, including servicing, collections, and default.
Experience leading large transformation programs in regulated financial institutions, including work involving regulatory change, compliance, operational improvement, or regulatory remediation.
Ability to work effectively across business, operations, technology, legal, compliance, and risk functions.
Strong written and verbal communication skills with the ability to influence senior stakeholders.
Ability to travel to client sites as needed.
Preferred 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.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Berkeley Research Group (BRG) Website LinkedIn All Job Openings 1001 - 5000 employees 💰 Venture Round on 2020-07 Berkeley Research Group (BRG) is a global consulting firm that helps leading organizations advance in the fields of corporate finance; economics, disputes, and investigations; and performance improvement. With offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next. Associate Director – Senior Managing Consultant, Financial Services Operations & Technology 🔥 2 minutes ago 🇺🇸 United States – Remote 💵 $180k - $250k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Lead banking transformation across consumer lending, retail banking, and payments.
Assess current operations, design future-state operating models, and develop practical implementation roadmaps.
Lead 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 trusted client relationships and communicate recommendations to senior stakeholders.
Collaborate with our AI specialists to incorporate AI-enabled approaches into consulting delivery.
Contribute to business development and the continued growth of the practice.
At the Associate Director level, you will additionally: Own proposals, scoping, pricing, and client pursuits.
Lead multiple concurrent engagements and the teams delivering them.
Build senior client relationships and identify opportunities to expand client work. 🎯 Requirements
Prior consulting experience delivering business transformation for financial institutions.
Associate Director candidates should have experience leading engagements and supporting business development within a consulting firm.
Deep experience in one or more of the following areas: retail banking, consumer lending, or credit cards, including servicing, collections, and default.
Experience leading large transformation programs in regulated financial institutions, including work involving regulatory change, compliance, operational improvement, or regulatory remediation.
Ability to work effectively across business, operations, technology, legal, compliance, and risk functions.
Strong written and verbal communication skills with the ability to influence senior stakeholders.
Ability to travel to client sites as needed.
Preferred Industry experience at a leading bank, lender, or financial services institution.
Additional experience across Commercial Banking, Payments, or Wealth Management.
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Hard Skills & Tools

Transformation Program ManagementOperational ImprovementRegulatory Change ManagementClient Deliverable DevelopmentImplementation Roadmap Design

Soft Skills

Strong Communication SkillsRelationship BuildingInfluencing Skills