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

Berkeley Research Group (BRG)

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

Posted 10/23/2026full-timeRemote • United StatesSenior💰 $150,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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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 client relationships, influence stakeholders, and drive business development within regulated financial institutions.

Highest-signal resume keywords

Business TransformationRetail Banking ExpertiseRegulatory ComplianceStakeholder CommunicationEngagement Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transformation Program ManagementImplementation Roadmap DevelopmentVendor EvaluationOperational ImprovementRegulatory Remediation

Soft Skills

Strong Written CommunicationVerbal CommunicationInfluencing SkillsMentoring

Industry Keywords

Consumer LendingPaymentsFinancial InstitutionsClient RelationshipsBusiness Development

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
Associate Director: own proposals, scoping, pricing, and client pursuits; lead multiple concurrent engagements; build senior client relationships and identify opportunities to expand client work
Senior Managing Consultant: lead complex engagement workstreams; guide consulting teams; develop deliverables; translate findings into recommendations and implementation roadmaps
Help recruit talent, develop new offerings, contribute to thought leadership, mentor others, and improve delivery methods

Requirements

What you’ll need

Prior consulting experience delivering business transformation for financial institutions
Associate Director candidates: 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