Managing Consultant - Financial Institution Advisory
$100k - $160kLE001 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
$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$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...SuggestedWork at office- ...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...SuggestedWorldwide
- ...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...SuggestedWork at officeShift workDay shift
$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...SuggestedFull time$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 officeLocal areaImmediate startRemote workFlexible hours$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 roleWork at officeLocal areaImmediate startShift workDay shift$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 payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$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...- 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...
$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...- 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
$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 workWork at officeFlexible hours$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 workLocal area$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 officeRemote work$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 timeTemporary workFlexible hours- ...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 timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...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 workWork experience placementLocal area
- ...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 staffWork at officeLocal area
- 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...
$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 officeRemote work- ...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 workWork at officeWorldwide
- ...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...WorldwideFlexible hours
$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 workWork at officeRemote work$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 employmentWork experience placementWork at officeLocal areaImmediate startRemote workFlexible hours$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 timePart timeLocal area$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 officeLocal area- 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...
$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 officeFlexible hours- ...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 timeContract workFor contractorsWork at officeRemote work
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