Financial Services Transformation Lead — Banking & AI

LE001 Berkeley Research Group, LLC

Washington (District of Columbia)

On-site

USD 115,000 - 160,000

Full time

14 days+
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Job summary

Berkeley Research Group (BRG) is expanding its Financial Services Operations & Technology practice in the United States, focusing on Commercial and Consumer Banking. The firm seeks practitioners who enjoy solving complex problems and shaping a growing business, with opportunities to recruit talent, develop offerings, and contribute to thought leadership.

Roles include Managing Consultant, leading complex workstreams, coaching junior staff, and serving as client contact.

Qualifications

  • Prior consulting experience delivering business transformation for financial institutions.
  • Experience leading workstreams and coaching junior team members.
  • Experience in retail banking, consumer lending, or credit cards, including servicing, collections, and default.
  • Ability to travel to client sites as needed.

Responsibilities

  • Lead or support banking transformation initiatives across consumer lending, retail banking, 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.
  • Collaborate with AI specialists to incorporate AI-enabled approaches into consulting delivery.
  • Support business development and contribute to the continued growth of the practice.

Skills

Consulting experience
Banking operations
AI-enabled delivery

Job description

Berkeley Research Group (BRG) is expanding its Financial Services Operations & Technology practice in the United States, focusing on Commercial and Consumer Banking. The firm seeks practitioners who enjoy solving complex problems and shaping a growing business, with opportunities to recruit talent, develop offerings, and contribute to thought leadership.

Roles include Managing Consultant, leading complex workstreams, coaching junior staff, and serving as client contact.

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