Financial Institution Advisor
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Financial Institution Advisor advising banks and credit unions on Glia’s Banking AI platform. Leading discovery, deployment strategy, executive workshops, and AI transformation guidance.
Responsibilities:
- Act as a premier consultant and subject matter expert for prospects and existing clients
- Bridge Glia’s Banking AI platform with the specific needs of banks and credit unions
- Help financial institutions define their strategy and maximize ROI
- Partner with sales and account management teams to conduct deep discovery sessions
- Define business objectives, core challenges, current technology stacks, and long-term goals of prospective banking clients
- Translate client discoveries into phased strategic deployment approaches
- Advise institutions on the optimal order for deploying platform capabilities, from inbound tools to AI and outbound campaigns
- Design and lead workshops for prospects and existing customers on branch experience transformation, AI policy and governance, strategic planning, and banking AI maturity assessments
- Educate institutions on regulatory best practices, compliance, and establishing internal AI policies
- Provide recommendations connecting banking AI technology to key business priorities
- Serve as an industry SME and trusted advisor on technology partnerships and the future of banking
- Create thought leadership content with the Marketing organization
- Represent Glia at industry events and conferences
- Serve as a subject matter expert to Product, Product Marketing, Customer Success, and other internal Glia teams
Requirements:
- 15+ years of experience in an operational, technical, or marketing role in banking, including executive-level experience
- Proven ability to act as a strategic advisor
- Highly skilled at asking the right questions, diagnosing complex business problems, and prescribing actionable solutions
- Exceptional communication and presentation skills
- Ability to confidently lead workshops and command a room of C-suite banking executives and/or board members
- Strong understanding of modern technology stacks, AI concepts, and digital transformation trends within the financial sector
- Ability to work seamlessly alongside internal sales, customer success, and product teams
- Excitement to work in a fast-paced, ever-changing technology environment
- Willingness to travel when necessary to industry or customer events, including customer on-sites
- Previous experience in retail banking growth, marketing, or revenue generation is a bonus
- Proven track record of designing and executing outbound marketing campaigns aimed at generating revenue, acquiring net-new accounts, and growing membership/deposits is a bonus
- Significant business banking experience, particularly on the growth side, is a bonus
- Experience with strategies to increase loan volume and collections is a bonus
Benefits:
- Willingness to travel to industry or customer events, including customer on-sites
- Equal-opportunity employer
Similar Jobs
Module Lead – Industrial and Financial Systems
IFS Cloud Consultant implementing and supporting IFS ERP solutions for YASH Technologies’ business transformation clients. Configuring processes, integrations, testing, and post-go-live support.
Junior Financial Accounting Analyst – SAP
Analista Júnior de Contabilidade Financeira apoiando conciliações, faturas e lançamentos no SAP FI. Comunicação com equipes regionais da América Latina.
Advisor, Financial Planning & Analysis – Pharma COE
Financial planning and analysis advisor supporting Cardinal Health’s Pharma segment finance operations. Delivering budgets, forecasts, variance analysis, reporting, and executive finance materials.
Senior Financial Analyst
Senior Financial Analyst supporting clinic budgets, financial closes, and physician compensation analysis. Building pro formas and strategic models for Ascension’s nonprofit Catholic healthcare system.
Senior Financial Analyst
Senior Financial Analyst leading budgeting, forecasting, variance analysis, and reporting for Lightspeed’s global commerce platform. Supporting senior leaders with data-driven financial guidance.
Senior Financial Analyst
Senior Financial Analyst supporting budgeting, forecasting, reporting, and decision-making at Lightspeed, a global commerce platform. Building financial models and partnering with senior leaders.
Senior Financial Analyst
Senior Financial Analyst driving budgeting, forecasting, and variance reporting for Lightspeed’s global commerce platform. Building financial models and advising senior leaders on business decisions.
Senior Finance Business Partner
Senior Finance Business Partner supporting Brown & Brown’s pharmacy practice through FP&A and strategic planning. Leading finance operations, budgeting, forecasting, compliance, and performance analysis.
Freelance Investment Banking Translator, English to Traditional Chinese (Taiwan)
Freelance translator translating and proofreading English-to-Traditional Chinese (Taiwan) investment banking market commentary. Supporting TransPerfect’s international clients as a remote linguist.
Freelance Investment Banking Translator, English to Traditional Chinese (Taiwan)
Freelance English-to-Traditional-Chinese translator proofreading investment banking market commentary. Delivering client-ready financial translations for TransPerfect’s global language-services business.
FP&A Manager
FP&A Manager leading corporate budgeting, forecasting, modeling, and cash flow analysis for insurance services company Hilb Group. Partnering with finance leaders and executives on business decisions.
Financial Planning & Analysis Lead
FP&A Lead owning forecasting, subscription revenue modeling, and board reporting for Flodesk, a fast-growing email marketing company. Designing AI-enabled finance workflows and strategic planning models.
Financial Planning and Analysis Advisor
FP&A Advisor supporting Cardinal Health’s corporate finance through budget consolidation, forecasting, allocations, and variance analysis. Driving SOX controls and process improvements across enterprise finance teams.
Patient Financial Associate
Patient Financial Associate handling virtual registrations, insurance verification, and collections for Baptist Health’s healthcare system. Supporting patients and clinical teams in a high-volume remote department.
Director – Omnicare Financial Planning and Analysis
FP&A Director leading budgeting, forecasting, and financial strategy for Omnicare, a long-term care pharmacy services provider. Managing analysts and supporting growth, transformation, and strategic decision-making.
Finance Manager, Adaptive Planning
Finance Manager owning Adaptive Planning administration, integrations, reporting, and headcount forecasting. Supporting Instructure’s educational technology business through accurate budgets, forecasts, and operating plans.
Finance and Legal Specialist, Chinese/Spanish Speaker
Remote finance and legal specialists evaluating AI-generated financial, legal, and regulatory content. Validating accuracy and improving quality standards for China and Spain markets.
Finance Business Partner
Finance Business Partner owning reporting, ARR validation, budgeting, and forecasting for Digital Science’s research-technology business. Advising senior leaders across Academic/GFN, Sales, and Marketing.
Senior Financial Statements Preparer
Senior financial statements preparer supporting Kyndryl’s multinational statutory reporting across EMEA entities. Managing audits, GAAP reconciliations, controls, and finance process improvements.
Financial Services Marketing Manager
Meta advertising strategist managing financial advisor client accounts and appointment campaigns. Optimizing performance, tracking, and retention for a performance marketing agency.