Associate Director / Senior Managing Consultant Pod Lead – Financial Services Operations & Technology

Berkeley Research Group (BRG)

. Own client pursuits, proposals, scope, pricing, and delivery plans .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing consulting engagements, leading multidisciplinary teams, and ensuring successful delivery of complex transformation programs in regulated financial institutions. Proficient in client relationship management, operational controls, and the responsible use of AI-enabled solutions.

Highest-signal resume keywords

Consulting Engagement ManagementMultidisciplinary Team LeadershipFinancial Services ExperienceAgile Delivery MethodologiesAI-Enabled Solutions Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Pursuit ManagementScope and Pricing DevelopmentBacklog PrioritizationQuality AssuranceRisk and Compliance ManagementTransformation Program LeadershipBusiness DevelopmentImplementation AccountabilityOperational ControlsEngagement Economics

Soft Skills

Strong Communication SkillsCuriosity About AICoaching and MentoringStakeholder EngagementProblem-Solving

Tools & Technologies

AI ToolsClaudeChatGPTAPIsIntegrations

Industry Keywords

Consumer LendingCommercial LendingPaymentsRetail BankingRegulated Financial Institutions

About the role

Key responsibilities & impact

Own client pursuits, proposals, scope, pricing, and delivery plans
Translate business problems into outcomes, success measures, and implementation commitments
Lead discovery and solution shaping with client stakeholders, analysts, and technical leads
Assemble and mobilize multidisciplinary pods and secure internal talent and specialist resources
Own backlog priorities and lead planning, demonstrations, and iterative feedback
Manage delivery across discovery, requirements, build, testing, and release
Track scope, milestones, staffing, budget, and engagement economics
Manage changes, resolve impediments, and escalate risks with recommendations
Build senior client relationships and lead engagement governance
Ensure quality assurance, operational controls, risk and compliance input, and human oversight of AI-enabled workflows
Lead business readiness, adoption, training, and handover
Oversee concurrent engagements or pods and support client relationship and practice growth
Set pod direction and cadence, delegate workstream ownership, review deliverables, and coach colleagues
Promote responsible use of approved AI tools and protect client information
Develop delivery talent, support recruiting, capture reusable assets, and contribute to offerings, proposals, thought leadership, and continuous improvement

Requirements

What you’ll need

Minimum of 10 years of prior applicable work experience for Associate Director consideration, or minimum of 7 years for Senior Managing Consultant consideration
Experience owning consulting engagements and supporting business development, including scoping work, leading delivery teams, and managing client expectations and engagement economics
Ability to lead multidisciplinary business and technology teams through implementation with clear workstream ownership and accountability for outcomes
Relevant financial services experience in consumer lending, commercial lending, or payments
Experience leading complex transformation programs in regulated financial institutions
Ability to work across business, operations, technology, legal, compliance, and risk
Strong written and verbal communication skills
Curiosity about AI-enabled delivery and willingness to use approved tools responsibly
Ability to travel to client sites as needed
Candidates must verify legal right to work in the United States without employer sponsorship now or in the future
Preferred: deep retail banking, consumer lending, or credit card experience
Preferred: agile, product-oriented, or pod-based delivery experience
Preferred: technical fluency in applications, data flows, APIs, integrations, and AI-enabled solutions
Preferred: experience using Claude or ChatGPT, or leading AI-enabled workflows, automation, or digital solutions