Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Consultant - Financial Institution Advisory

$100k - $160k

LE001 Berkeley Research Group, LLC

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 View email address on click.appcast.io 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. #J-18808-Ljbffr LE001 Berkeley Research Group, LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Managing Consultant - Financial Institution Advisory in Washington DC vacancy
  • $100k - $200k

    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... 
    Suggested

    LE001 Berkeley Research Group, LLC

    Washington DC
    2 days ago
  • $100k - $145k

    Overview BRG’s Financial Institution Advisory practice specializes in helping commercial banks, consumer...  ..., former bankers, and seasoned consultants. We are looking for highly energetic...  ...control and develop client deliverables. Manage existing client relationships and... 
    Suggested
    Work at office

    LE001 Berkeley Research Group, LLC

    Washington DC
    2 days ago
  •  ...unique global partnership of five institutions driven by a bold vision to...  ...Presidency (VPU), reporting to the Managing Director and World Bank Group Chief Financial Officer, performing treasury functions...  ...; Treasury Partnerships Advisory; and Treasury Risk, Compliance Controls... 
    Suggested
    Worldwide

    Flourish Ventures

    Washington DC
    5 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda...  ...: Merrill Wealth Management is a leading provider of comprehensive...  ...individuals, companies, and institutions. Merrill Wealth Management...  ...relationship with their advisory team committed to their... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Washington DC
    5 days ago
  • $60k - $75k

    Building Bridges in Washington, DC, is seeking a Manager of Institutional Giving. This full-time position involves writing grant proposals, managing funding databases, and ensuring compliance with federal contracts. The ideal candidate will have fundraising experience... 
    Suggested
    Full time

    Building Bridges

    Washington DC
    1 day ago
  • $250k - $360k

     ...is Tuesday 7 July at 5pm ET. The Global Head of Crisis Advisory and Risk Consulting is a US-based senior leadership role responsible for setting...  ...lead, and oversee strategic engagements involving crisis management, serious incidents, reputational threats, cyber events,... 
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    Control Risks

    Washington DC
    1 day ago
  • $80k - $90k

     ...Merrill Wealth Management is a leading provider of comprehensive...  ..., companies, and institutions. Merrill Wealth...  ...guidance. Merrill’s Financial Advisors and Wealth Management...  ...with their advisory team committed to their...  ...by using a defined consultative approach to systematically... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Washington DC
    5 days ago
  • $28.85 - $33.65 per hour

     ...Description Merrill Wealth Management is a leading provider of comprehensive...  ...individuals, companies, and institutions. Merrill Wealth Management...  ...and guidance. Merrill’s Financial Advisors and Wealth...  ...personal relationship with their advisory team committed to their needs... 
    Hourly pay
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Washington DC
    5 days ago
  • $250k - $360k

    Control Risks is seeking a Global Head of Crisis Advisory based in Washington DC, responsible for leading strategy in crisis management across multiple markets. This senior leadership role involves fostering client relationships and managing a globally distributed team... 

    Control-Risks

    Washington DC
    4 days ago
  • Larson Financial Group, LLC in Reno, NV is seeking a Financial Planner to deliver high-touch financial planning and concierge client service...  ...with clients, build tailored plans, and collaborate with the advisory team to recommend investment strategies. The role requires at... 

    Larson Tax Partners

    Washington DC
    21 hours ago
  • $365k - $420k

     ...proactive associate with a minimum of 5 years of transactional experience for its Financial & Fintech Advisory team in Washington, D.C., or New York. You will be part of a dynamic environment, managing multiple projects while advising on innovative transactions and regulatory... 

    Orrick, Herrington & Sutcliffe LLP

    Washington DC
    2 days ago
  • Financial Officer The World Bank Group (WBG) Treasury...  ...) reporting to the Managing Director and World Bank...  ...expertise and advisory services for financial...  ...approaches. Engage with institutional investors—including asset...  ...Facilitate investor consultations and roundtables.... 
    Local area

    World Bank Group

    Washington DC
    3 days ago
  • $365k - $420k

    Responsibilities Orrick’s Financial & Fintech Advisory team is seeking a proactive, dynamic associate with at least 5 years of related transactional...  ...We are looking for a dedicated team player who thrives in managing multiple projects within a fast‑paced environment and is... 
    Temporary work
    Work at office
    Flexible hours

    Orrick, Herrington & Sutcliffe LLP

    Washington DC
    2 days ago
  • $100k

     ...seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will...  ...knowledge of the group retirement and institutional investment marketplace,...  ...employee populations.* Outgoing, consultative, and sales‐oriented mindset with... 
    Contract work
    Local area

    Baldwin Risk Partners, LLC

    Bethesda, MD
    2 days ago
  • $105k - $120k

     ...in healthcare, technology, financial services, real estate, and other...  ...We are a mission-driven institution. We operate a sound dynamic...  ...and uses best practices to manage risk and assure compliance with...  ...public accounting, financial consulting, valuation, leveraged... 
    Work at office
    Remote work

    Medium

    Chevy Chase, MD
    2 days ago
  • $113k - $188k

    Financial Investigations Managing Consultant page is loaded## Financial Investigations Managing Consultantlocations: US - DC, Washington: US - VA, McLean...  ...process and does not collect fees from educational institutions for participation in a recruitment event. Never provide... 
    Full time
    Temporary work
    Flexible hours

    Dovel Technologies, Inc

    Arlington, VA
    4 days ago
  •  ...ProSidian Seeks a Risk Management Specialist |...  ...Independent Engineering Advisory Services are typically...  ...Labor Category: Senior Consultant. We seek Risk Management...  ...Management and Financial Consulting, Acquisition...  ...banks, and institutional project finance investors... 
    Full time
    Contract work
    Temporary work
    For contractors
    Work at office
    Remote work
    Flexible hours

    ProSidian Consulting

    Washington DC
    4 days ago
  •  ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise...  ...be part of a local team and supported by an institutional platform that has the resources, specialists... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Washington DC
    1 day ago
  •  ...solutions to individuals and businesses, managing client goals and objectives and...  ...maintaining client relationships. The Senior Financial Consultant position actively partners with...  ...as a fiduciary for the client in all advisory relationships. Acquire, expand and maintain... 
    Bank staff
    Work at office
    Local area

    Atlantic Union Bank

    Alexandria, VA
    4 days ago
  • A national financial institution is looking for a Wealth Advisory professional in Falls Church, VA, to lead client relationships and drive sales growth. This role involves developing wealth management strategies and managing a team to ensure that clients achieve their financial... 

    M&T Bank

    Falls Church, VA
    5 days ago
  • $95k - $110k

     ...Description Job Description Finance & Accounting Advisory – Consultant   Our consultants work as part of a...  ...professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management... 
    Work at office
    Remote work

    CFGI

    Washington DC
    29 days ago
  •  ...Portfolio Manager Job #: req37364...  ...partnership of five institutions dedicated to ending extreme...  ...you won't just work in financial markets: you'll help...  ...Engagement and Client Advisory: Contribute to formal...  ...term and extended term consultants/ temporaries).... 
    Temporary work
    Work at office
    Worldwide

    World Bank Group

    Washington DC
    4 days ago
  •  ...conservation challenges through innovative financial solutions. You will join a dynamic team...  ...in engaging with financial institutions, supply chain companies, and catalytic...  ...equivalent. Experience in leading and managing large‑scale projects with multiple stakeholders... 
    Worldwide
    Flexible hours

    ImpactAlpha Inc.

    Arlington, VA
    2 days ago
  • $100k - $225k

    VP Commercial Banking Relationship Manager - DC About Hingham Institution for Savings Incorporated in 1834, Hingham Institution for Savings is one of...  ...America’s great banks, characterized by superior long-term financial results, a fortress balance sheet that provides... 
    Temporary work
    Work at office
    Remote work

    Hingham Institution for Savings

    Washington DC
    1 day ago
  • $120k - $160k

     ...initiative in 2021. IFACC mobilizes companies, financial institutions, and investors to accelerate...  ...Launched in 2025 with US$50 million, CCAT is managed by Vox Capital, with TNC serving as...  ...environment, such as management consulting and investment banking, or with a leading... 
    Permanent employment
    Work experience placement
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    Nature Conservancy

    Arlington, VA
    4 days ago
  • $197.3k - $225.1k

    Manager, SRE Risk Advisory and Oversight Capital One is one of the fastest growing organizations in the world today, powered by our passion for...  ...whether the CISO should report to the CIO or not. In regulated financial services, the answer is: both. The first‑line CISO has... 
    Full time
    Part time
    Local area

    Information Technology Senior Management Forum

    Mc Lean, VA
    2 days ago
  • $73.1k - $133.9k

     ...team practices to help chief financial officers, controllers, and...  ...You'll Do As a PROJECT - Consultant, Controllership on the Controllership...  ...and public higher education institutions Assist with current-state...  ..., training, and change management efforts tied to finance... 
    Work at office
    Local area

    Deloitte LLP

    Washington DC
    2 days ago
  • Tianya Edgerton - State Farm Agent in Lanham, Maryland is seeking a Financial Services Representative to market financial products that manage everyday risks. This role demands a consultative approach to educate customers on financial options, utilizing your analytical... 

    Tianya Edgerton - State Farm Agent

    Lanham, MD
    2 days ago
  • $141k - $200k

     ...Recognized as one of the Best Places to Work in 2025, this Firm manages $5.9 trillion in discretionary AUM and is one of the largest...  ...in the world. Due to recent growth, they are hiring a Financial Consultant in their Bethesda, MD market, offering an extraordinary opportunity... 
    Work at office
    Flexible hours

    AscendHire

    Bethesda, MD
    5 days ago
  •  ...Description ProSidian is a Management and Operations Consulting Services firm that...  ...Independent Engineering Advisory Services are typically performed...  ...provides Management and Financial Consulting, Acquisition and...  ...development banks, and institutional project finance investors... 
    Full time
    Contract work
    For contractors
    Work at office
    Remote work

    ProSidian Consulting, LLC

    Washington DC
    27 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Consultant - Financial Institution Advisory. Be the first to apply!