Consultant/ 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 consumer lending, commercial lending, and payments. 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 experience in consumer lending, commercial lending, or payments. 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 more junior staff. You also help build the practice through supporting recruiting, developing new offerings, and contributing to thought leadership.

Consultant — You lead analyses and deliverables, and aspects of complex engagement workstreams, working closely with senior team members to solve complex business problems and support successful client engagements. 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.

What You’ll Do

• Lead or support transformation initiatives across consumer lending, commercial lending, 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 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 4 years of prior consulting experience delivering business transformation for financial institutions is required. Managing Consultant candidates should have a minimum of 6 years of relevant experience, including experience leading workstreams and coaching junior team members.

• Experience in one or more of the following areas: consumer lending (mortgage, credit card, personal loans, auto, etc.), commercial lending, or payments. Experience with servicing, collections, and default operations is a plus.

• 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.

• Experience in adjacent areas such as wealth & asset management or other banking domains is a plus.

• Interest in AI-enabled delivery and willingness to work alongside our AI specialists to improve how consulting work is performed.

• Managing Consultant

Salary

Range: 125,000 - 160,000

Consultant

Salary

Range: 90,000 - 135,000

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

BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.