Financial Services Transformation Lead – Banking Ops & Tech

Berkeley Research Group, LLC; Washington (District of Columbia); On-site; USD 115,000 - 160,000; Full time

Job summary

Berkeley Research Group (BRG) seeks a Managing Consultant for Financial Services Operations & Technology in Washington, DC. You will lead complex banking transformation workstreams, shape client deliverables, and mentor junior team members while contributing to practice growth.

You will collaborate with clients across consumer banking, lending, and payments, apply AI-enabled delivery with our specialists, and help build new offerings through business development and thought leadership.

Qualifications

• Prior consulting experience delivering business transformation for financial institutions.
• Experience leading workstreams and coaching junior team members.
• Strong written and verbal communication skills.

Responsibilities

• Lead complex engagement workstreams across banking transformation initiatives.
• Coordinate day-to-day project execution and develop client deliverables.
• Translate findings into practical recommendations and implementation roadmaps.
• Support governance, PMOs, and strategy-to-execution transformations.
• Collaborate with AI specialists to embed AI-enabled approaches.

Skills

Leading workstreams

Coaching junior staff

Client communication

Travel flexibility

Tools

Claude or ChatGPT

Job description

Berkeley Research Group (BRG) seeks a Managing Consultant for Financial Services Operations & Technology in Washington, DC. You will lead complex banking transformation workstreams, shape client deliverables, and mentor junior team members while contributing to practice growth.

You will collaborate with clients across consumer banking, lending, and payments, apply AI-enabled delivery with our specialists, and help build new offerings through business development and thought leadership.