Berkeley Research Group

Managing Consultant - Financial Services Operations & Technology

Berkeley Research Group$115K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of consulting experience in business transformation for financial institutions.
  • Experience in retail banking, consumer lending, or credit cards including servicing and collections.
  • Proven track record of managing transformation programs in regulated environments.
  • Ability to collaborate across various functions including technology and compliance.
  • Exceptional written and verbal communication skills.
  • Willingness to travel for client engagements.

Responsibilities

  • Lead or support banking transformation initiatives across consumer lending and retail banking.
  • Assess and redesign current operations, creating future-state operating models.
  • Drive the implementation of transformation programs from strategy through execution.
  • Engage in technology-based transformation including vendor evaluations and readiness.
  • Deliver high-quality reports and presentations for clients and stakeholders.
  • Foster strong client relationships and communicate actionable recommendations.
  • Work with AI specialists to infuse artificial intelligence in consulting practices.

Benefits

  • Opportunities for professional growth and development in a dynamic team environment.
  • Involvement in business development and thought leadership initiatives.
  • Engagement in diverse and challenging projects within the financial services sector.
  • Collaboration with specialists in AI to enhance consulting methodologies.
  • Flexible travel opportunities related to client sites.
Full Job Description
The Roles

We are hiring experienced business transformation consultants with Consumer Banking & Lending experience. These are hands-on consulting roles for people with experience helping banks improve operations, redesign operating models, and deliver business transformation.

We are hiring at two levels:

Managing Consultant - You lead complex engagement workstreams and work closely with clients to deliver high-quality results. You coordinate day-to-day project execution, develop and review client deliverables, translate findings into practical recommendations and implementation roadmaps, and coach Associates and other junior team members. You also help build the practice through business development, recruiting, developing new offerings, and contributing to thought leadership.

What You'll Do
  • 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 our 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, you will additionally:
  • 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.

Qualifications

Required
  • Prior consulting experience delivering business transformation for financial institutions. Managing Consultant candidates should have 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.

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. We are looking for consultants who are curious about AI-enabled delivery and interested in working alongside our AI specialists to improve how consulting work is performed.


Success in these roles requires strong consulting skills, banking experience, sound judgment, and a willingness to help build a growing practice.

Managing Consultant Salary Range: $115,000 - $160,000 per year.

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 and in the future.

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