We Do Consulting Differently
Preferred locations: New York, Chicago, Washington, D.C., Dallas, and Boston. Strong candidates in other locations may be considered case by case.
We do Consulting Differently
About the Practice
Berkeley Research Group is building a new Financial Institution Operations & Technology practice, with an initial focus on Commercial and Consumer Banking. We combine deep banking expertise, technology, and AI-enabled delivery to help financial institutions turn complex business challenges into measurable operational improvements.
Our delivery model centers on small, multidisciplinary pods that work closely with clients and take shared responsibility from discovery through implementation. Pod leaders, hybrid business and technology analysts, technical architects, and engineers work against a prioritized backlog, bringing in domain, risk, design, and quality specialists as needed. This is an opportunity to help build a practice within an established consulting firm by delivering client results, developing reusable offerings, recruiting talent, and improving how we work.
The Role
We are considering candidates at the Associate Director and Senior Managing Consultant levels.
This person will be the accountable delivery leader who brings together client priorities, business expertise, and technical execution. You own engagements from proposal and scoping through implementation, adoption, and handover, with responsibility for client outcomes, delivery quality, team performance, and engagement economics.
This is a senior, hands-on leadership role—not solely a relationship-management or PMO position. You shape the work, lead a multidisciplinary team, resolve delivery obstacles, and stay close to what is being built and how it will be used. You partner with the technical lead on architecture, feasibility, engineering quality, and technical risks; you are not expected to replace that specialist or be the pod’s primary software engineer. You retain overall delivery accountability while giving analysts and engineers clear ownership of their work.
What You’ll Do
Own client pursuits, proposals, scope, pricing, and delivery plans; translate business problems into clear outcomes, success measures, and realistic implementation commitments.
Lead discovery and solution shaping with client stakeholders, analysts, and technical leads; connect operational priorities to practical technology and AI-enabled improvements.
Assemble and mobilize the pod around funded engagement needs, working with practice leadership to secure internal talent and specialist resources and define clear roles and decision rights.
Own backlog priorities with the client and team, balancing business value, feasibility, dependencies, risk, and delivery capacity; lead planning, demonstrations, and feedback-driven iteration.
Manage delivery across discovery, requirements, build, testing, and release; ensure that business analysis, technical implementation, and client decisions remain aligned.
Track scope, milestones, staffing, budget, and engagement economics; manage changes, resolve impediments, and escalate risks early with clear options and recommendations.
Build trusted senior client relationships and lead engagement governance; communicate progress, trade-offs, and decisions clearly and hold both the team and stakeholders to agreed commitments.
Ensure appropriate quality assurance, operational controls, and risk and compliance input, including evaluation and human oversight of AI-enabled workflows where needed.
Lead business readiness, adoption, training, and handover; validate results against agreed success measures and ensure solutions can be sustained beyond the engagement.
Oversee concurrent engagements or pods as assigned, maintaining clear accountable leadership for each; identify opportunities to expand client relationships and support practice growth.
How You’ll Lead the Pod
Set direction and operating cadence, delegate workstream ownership,…