Associate Director / Senior Managing Consultant - Financial Services Operations & Technology

We Do Consulting Differently

About the Practice

Berkeley Research Group is launching a new Financial Services Operations & Technology practice, with an initial focus on Commercial and Consumer Banking. We help financial institutions improve how they operate by combining deep banking experience with AI-enabled delivery.

The Roles

We are hiring experienced business transformation consultants with deep Consumer Banking & Lending experience. We are hiring at two levels:

Associate Director — You own client engagements from proposal through delivery. You build senior client relationships, shape and scope the work, lead delivery teams, and are accountable for client outcomes, engagement success, and growing long-term client relationships.

Senior Managing Consultant — You lead the delivery of complex engagement workstreams. You work closely with clients, guide consulting teams, develop high-quality deliverables, and translate findings into practical recommendations and implementation roadmaps.

What You'll Do

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.

Qualifications

Required

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.

Ability to work effectively across business, operations, technology, legal, compliance, and risk functions.

Associate Director Salary range: $180,000 - $250,000

Senior Managing Consultant salary range: $150,000 - $175,000

Job title and level will be determined based on qualifications and experience.

Candidates must be able to verify their legal right to work in the United States without employer sponsorship now or in the future.

About BRG

BRG combines world-leading academic credentials with world-tested business expertise and purpose-built emerging technologies. Our culture centers on agility and connectivity which sets us apart and gets you ahead.

• Prior consulting experience in business transformation for financial institutions; Associate Director requires engagement leadership and business development experience.
• Deep expertise in retail banking, consumer lending, or credit cards, including servicing, collections, and default.
• Proven ability to lead large transformation programs in regulated financial institutions and collaborate across business, technology, legal, compliance, and risk functions.