Financial Institution Advisor

The role

You will serve as an executive consultant helping banks and credit unions transition to AI-first institutions. You will partner with sales and account management teams to conduct discovery, map technology rollouts, and lead workshops on AI governance and branch transformation.

What you will do

• Partner with account teams to conduct deep-dive discovery sessions
• Translate client discoveries into practical, phased roadmaps
• Advise C-suite leadership on sequencing AI capabilities
• Design and lead high-impact workshops for prospects and customers
• Assess institution operational and digital readiness through maturity benchmarking
• Serve as an industry subject matter expert to advise clients
• Create thought leadership pieces with the Marketing organization
• Represent Glia at industry events and conferences
• Serve as a subject matter expert to internal Glia teams

Required qualifications

• 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
• Exceptional communication and presentation skills
• Solid grasp of digital banking tech stacks
• Ability to work seamlessly alongside internal sales, customer success, and product teams
• Willingness to travel to industry or customer events

Nice to have

• Previous experience in retail banking growth, marketing, or revenue generation
• Proven track record of designing and executing outbound marketing campaigns
• Significant time spent working in business banking
• Experience working on strategies to increase loan volume and to increase collections

About the company

Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver experiences that win against megabanks and fintechs.