Consultant/ Senior Associate - 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.

This is an opportunity to help build a new practice within an established consulting firm. We are looking for practitioners who enjoy solving complex problems, working directly with clients, and helping shape a growing business. Everyone on the team is expected to contribute beyond client delivery by helping recruit top talent, develop new offerings, contribute to thought leadership, and continually improve how we deliver work as the practice grows.

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:

Consultant — You lead pieces of complex engagement workstreams and work closely with clients under the guidance of experts and senior staff 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 Senior Associates. You also help build the practice through supporting recruiting, developing new offerings, and contributing to thought leadership.

Senior Associate — You own discrete analyses and deliverables, working closely with senior team members to solve complex business problems and support successful client engagements. You conduct research, develop client deliverables, and contribute to practical recommendations and implementation roadmaps. As the practice grows, you’ll have the opportunity to help build it by contributing to recruiting, new offerings, and how we work.

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 Consultant level, you will additionally:

• Lead pieces of 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.

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

Qualifications

Required

• A minimum of two years of prior consulting experience delivering business transformation for financial institutions is required. Consultant candidates should have a minimum of 4 years of relevant experience, including 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.

Senior Associate Salary Range: $80,000 - $110,000