Managing Consultant - Financial Institution Advisory

LE001 Berkeley Research Group, LLC; Washington (District of Columbia); On-site; USD 100,000 - 200,000; Full time

Job summary

LE001 Berkeley Research Group, LLC is seeking a Managing or Senior Managing Consultant in Washington, DC. This role focuses on enhancing operations and compliance in financial institutions, leveraging AI technologies.

Ideal candidates will have several years of experience with AI models like Claude and ChatGPT, along with a commitment to professional development. Salary ranges from $100,000 to $200,000 based on experience.

We are an Equal Opportunity Employer dedicated to inclusivity and diversity.

Qualifications

• Several years of experience with AI models including Claude, ChatGPT, and Gemini.
• Experience with proprietary LLMs or building one.
• Ability to explain complex AI/ML concepts clearly.
• Interest in integrating AI into financial operations.
• Experience in financial services, blockchain, or cryptocurrency is a plus.

Responsibilities

• Conduct business process reviews and assessments.
• Develop roadmaps for operations and compliance enhancement.
• Support clients with technology enablement and optimization.
• Perform financial and accounting reviews.
• Design statistical and financial analyses.
• Manage and mentor junior staff.

Skills

Experience with AI models

Hands-on experience with AI tools

Ability to simplify complex concepts

Strong presentation skills

Strong work ethic

Organizational skills

Job description

Managing or Senior Managing Consultant – Financial Institution Advisory

Responsibilities

• Conduct business process reviews and current‑state assessments across financial and operational functions.
• Develop structured roadmaps to enhance operations, compliance, controls, and risk management.
• Support clients with technology enablement, workflow optimization, and dashboard/reporting development.
• Perform financial and accounting reviews, including data validation, reconciliation, and quality control.
• Design and execute statistical and financial analyses, including modeling of financial data and markets.
• Prepare, refine, and present client‑ready deliverables to senior stakeholders.
• Manage and mentor junior staff, ensuring quality and consistency across workstreams.
• Conduct industry research and contribute to business development and practice growth.
• Maintain and strengthen client relationships through consistent communication and high‑quality work.

Qualifications

• Several years of experience with AI models including Claude, ChatGPT, and Gemini.
• Experience working with proprietary LLMs or has built one.
• Hands‑on experience with AI models such as Claude, ChatGPT, Gemini, or comparable tools.
• Experience contributing to the development of custom LLMs or building industry solutions leveraged throughout the firm or sold to clients.
• Ability to translate complex AI/ML concepts into clear, accessible explanations for non‑technical audiences.
• Interest in identifying opportunities to integrate AI into financial operations, risk processes, or client deliverables.
• Willingness to take ownership of new initiatives, pilots, and innovation‑focused workstreams.
• Good at explaining complex concepts in ways that the audience can understand.
• Strong presentation skills and the ability to communicate effectively with senior executives.
• Demonstrated ability to simplify complex concepts for diverse audiences.
• Strong work ethic and willingness to lead initiatives.
• High degrees of integrity, discretion, and commitment to quality.
• Ability to work independently and collaboratively within multidisciplinary teams.
• Strong organizational skills and attention to detail.
• Commitment to continuous learning and professional development.
• Experience in financial services, blockchain, or cryptocurrency considered a plus.

Salary Range

Managing Consultant Salary Range: $100,000 – $160,000
Senior Managing Consultant Salary Range: $145,000 – $200,000

Equal Opportunity Employer

BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.

If you need reasonable accommodation for any part of the employment process, please contact us by email at [e-mail] and let us know the nature of your request and your contact information. Requests for website accessibility and required information for online applicant tracking systems accommodation will be considered on a case‑by‑case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.