Financial Institution Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as a leading consultant and subject matter expert for both potential and current clients.

• Align Glia’s Banking AI platform with the unique requirements of banks and credit unions.

• Assist financial institutions in formulating their strategies and optimizing ROI.

• Collaborate with sales and account management teams to facilitate in-depth discovery sessions.

• Identify business objectives, key challenges, existing technology infrastructures, and future goals of prospective banking clients.

• Convert client insights into phased strategic deployment plans.

• Guide institutions on the ideal sequence for implementing platform features, ranging from inbound tools to AI and outbound campaigns.

• Design and conduct workshops for prospects and existing clients focused on branch experience transformation, AI policy and governance, strategic planning, and banking AI maturity assessments.

• Inform institutions about regulatory best practices, compliance, and the establishment of internal AI policies.

• Offer recommendations that link banking AI technology to critical business objectives.

• Act as an industry subject matter expert and trusted advisor regarding technology partnerships and the future landscape of banking.

• Collaborate with the Marketing team to create thought leadership content.

• Represent Glia at industry conferences and events.

• Serve as a subject matter expert for Product, Product Marketing, Customer Success, and other internal Glia teams.

⛳️ Requirements

• Over 15 years of experience in an operational, technical, or marketing capacity in banking, including executive-level roles.

• Demonstrated ability to function as a strategic advisor.

• Highly adept at posing the right questions, diagnosing complex business challenges, and recommending actionable solutions.

• Outstanding communication and presentation skills.

• Capable of confidently leading workshops and engaging with C-suite banking executives and board members.

• Strong grasp of contemporary technology stacks, AI concepts, and digital transformation trends in the financial sector.

• Ability to collaborate effectively with internal sales, customer success, and product teams.

• Enthusiasm for working in a dynamic, fast-paced technology environment.

• Willingness to travel as needed for industry or client events, including on-site customer visits.

• Previous experience in retail banking growth, marketing, or revenue generation is advantageous.

• Proven success in designing and executing outbound marketing campaigns aimed at increasing revenue, acquiring new accounts, and enhancing membership/deposits is a plus.

• Significant experience in business banking, especially focused on growth, is a bonus.

• Experience with strategies to boost loan volume and collections is an added advantage.

🏝️ Benefits

• Willingness to travel to industry or customer events, including customer on-sites.

• Equal-opportunity employer.