Note: The job is a remote job and is open to candidates in USA. Berkeley Research Group is launching a new Financial Services Operations & Technology practice, focusing on improving operations for financial institutions. The role involves leading and supporting banking transformation initiatives, developing client deliverables, and contributing to the growth of the practice.
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
- Support technology-enabled transformation, including vendor evaluation, implementation, and business readiness
- Develop high-quality client deliverables and executive presentations
- Build effective working relationships with clients and communicate recommendations to project stakeholders
- Collaborate with our AI specialists to incorporate AI-enabled approaches into consulting delivery
- Support business development and contribute to the continued growth of the practice
- Lead complex workstreams and coordinate day-to-day project execution
- Review work products and coach Associates and other junior team members
- Serve as the primary day-to-day contact for portions of the client team
- Support engagement planning, project management, and successful delivery
Skills
- Prior consulting experience delivering business transformation for financial institutions. Managing Consultant candidates should have experience leading workstreams and coaching junior team members
- Experience in one or more of the following areas: retail banking, consumer lending, or credit cards, including servicing, collections, and default
- Experience supporting transformation programs within regulated financial institutions
- Ability to work effectively across business, operations, technology, legal, compliance, and risk functions
- Strong written and verbal communication skills
- Ability to travel to client sites as needed
- Industry experience at a leading bank, lender, or financial services institution
- Additional experience across Commercial Banking, Payments, or Wealth Management
- Experience using AI tools such as Claude or ChatGPT is helpful but not required
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