Berkeley Research Group

Senior Managing Consultant - Financial Services Operations & Technology

Berkeley Research Group$150K — $175K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Consulting experience in business transformation for financial institutions.
  • Deep knowledge of retail banking, consumer lending, or credit cards, including servicing and collections.
  • Experience in leading large transformation programs within regulated financial institutions.
  • Ability to navigate multiple functions across business, operations, and compliance.
  • Strong communication skills for influencing senior stakeholders.
  • Willingness to travel to client sites as required.

Responsibilities

  • Lead transformation initiatives in consumer lending, banking, and payments.
  • Assess operations, design future models, and create implementation roadmaps.
  • Oversee governance and PMOs from strategy through execution.
  • Support technology transformations and vendor evaluations.
  • Develop high-quality deliverables and executive presentations.
  • Build relationships and communicate findings to senior stakeholders.
  • Collaborate with AI specialists on consulting delivery and improvements.
  • Contribute to business growth and development of the practice.

Benefits

  • Opportunity to lead significant banking transformation projects.
  • Hands-on roles with direct client impact and leadership responsibilities.
  • Collaborative work environment with AI specialists to enhance consulting delivery.
  • Engagement in practice-building initiatives including thought leadership.
  • Travel opportunities providing exposure to diverse client operations.
Full Job Description

The Roles

We are hiring experienced business transformation consultants with deep Consumer Banking & Lending experience. These are senior, hands-on consulting roles for people who have spent their careers leading banking transformation across operations, technology, and the customer lifecycle.

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. You also help build the practice through recruiting, developing new offerings, contributing to thought leadership, and improving how we work.

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.

  • Contribute to business development and the continued growth of the practice.

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, 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. 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, deep banking experience, sound judgment, and a willingness to help build a growing practice.

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.

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