Managing Consultant – Financial Services Operations & Technology

Berkeley Research Group (BRG)

. Lead or support transformation initiatives across consumer lending, commercial lending, and payments .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $90,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading business transformation initiatives within financial institutions, focusing on consumer lending, commercial lending, and payments. Proven ability to develop implementation roadmaps, manage client relationships, and support technology-enabled transformations.

Highest-signal resume keywords

Business Transformation ConsultingProject ManagementClient Relationship ManagementFinancial Services Industry ExperienceAI-Enabled Delivery

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transformation Program SupportOperating Model DesignImplementation Roadmap DevelopmentVendor EvaluationBusiness Readiness AssessmentWorkstream LeadershipCoaching Junior Team MembersGovernance SupportRegulatory ComplianceCommunication Skills

Soft Skills

Strong Written CommunicationStrong Verbal Communication

Industry Keywords

Consumer LendingCommercial LendingPaymentsFinancial InstitutionsWealth ManagementAsset ManagementBanking DomainsRisk FunctionsLegal ComplianceBusiness Development

About the role

Key responsibilities & impact

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 client deliverables and executive presentations
Build client relationships and communicate recommendations to project stakeholders
Collaborate with AI specialists to incorporate AI-enabled approaches into consulting delivery
Support business development and growth of the practice
Managing Consultant: lead complex workstreams, coordinate project execution, review work products, coach junior team members, serve as primary day-to-day client contact for portions of the client team, and support engagement planning and project management
Contribute to recruiting, new offerings, thought leadership, and improving delivery processes

Requirements

What you’ll need

Minimum of 4 years of prior consulting experience delivering business transformation for financial institutions required
Managing Consultant candidates: minimum of 6 years of relevant experience, including leading workstreams and coaching junior team members
Experience in consumer lending, commercial lending, or payments
Experience supporting transformation programs within regulated financial institutions
Ability to work across business, operations, technology, legal, compliance, and risk functions
Strong written and verbal communication skills
Ability to travel to client sites as needed
Legal right to work in the United States without employer sponsorship now and in the future
Preferred: industry experience at a leading bank, lender, or financial services institution
Preferred: experience in wealth and asset management or other banking domains
Interest in AI-enabled delivery and willingness to work alongside AI specialists