Associate Director – Senior Managing Consultant, Financial Institution Operations & Technology

Berkeley Research Group (BRG)

. Lead banking transformation across consumer lending, retail banking, and payments .

Posted 11/5/2026full-timeUnited StatesSenior💰 $150,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading banking transformation initiatives across consumer lending, retail banking, and payments, with a strong focus on developing implementation roadmaps and managing complex engagements. Proven ability to build senior client relationships and deliver high-quality client deliverables while driving business development and practice growth.

Highest-signal resume keywords

Business Transformation ConsultingRetail Banking ExperienceRegulatory Compliance ExpertiseStakeholder Communication SkillsAI-Enabled Consulting Approaches

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transformation Program ManagementOperational ImprovementImplementation Roadmap DevelopmentVendor EvaluationBusiness Readiness AssessmentEngagement LeadershipProposal DevelopmentScoping and PricingClient Pursuit StrategiesRegulatory Remediation

Soft Skills

Strong Written CommunicationVerbal Communication SkillsInfluencing Senior StakeholdersCollaborationMentoring

Tools & Technologies

AI ToolsClaudeChatGPT

Industry Keywords

Financial InstitutionsConsumer LendingRetail BankingPaymentsCommercial BankingWealth ManagementCredit CardsServicingCollectionsDefault Management

About the role

Key responsibilities & impact

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 AI specialists to incorporate AI-enabled approaches into consulting delivery
Contribute to business development and continued practice growth
At Associate Director level, own proposals, scoping, pricing, and client pursuits
At Associate Director level, lead multiple concurrent engagements and delivery teams
At Associate Director level, build senior client relationships and identify opportunities to expand client work
At Senior Managing Consultant level, lead complex engagement workstreams, guide consulting teams, develop deliverables, and translate findings into recommendations and implementation roadmaps
Contribute to recruiting, new offerings, thought leadership, mentoring, and improving delivery methods

Requirements

What you’ll need

Minimum of 10 years of experience required for Associate Director level
Minimum of 6 years of experience required for Senior Managing Consultant level
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 retail banking, consumer lending, or credit cards, including servicing, collections, and default
Experience leading large transformation programs in regulated financial institutions, including 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 ability to influence senior stakeholders
Ability to travel to client sites as needed
Candidates must be able to verify their legal right to work in the United States without employer sponsorship now or in the future
Preferred: Industry experience at a leading bank, lender, or financial services institution
Preferred: Additional experience across Commercial Banking, Payments, or Wealth Management
Experience using AI tools such as Claude or ChatGPT is helpful but not required