Financial Institution Advisor

Glia

1d • Remote

About The Position

Glia is seeking a Financial Institution Advisor to serve as a consultant and subject matter expert for prospective and existing bank and credit union clients. The role bridges Glia’s technology platform with financial institutions’ needs, helping them define strategies and maximize return on investment. The advisor partners with sales and account management teams to conduct discovery, plan phased technology rollouts, and lead workshops on AI governance, branch transformation, and maturity assessments.

The advisor guides financial institution leaders on technology strategy, future-proofing operations, and growth. The position also contributes thought leadership with Marketing, represents Glia at industry events, and provides market and use-case expertise to internal teams including Product, Product Marketing, and Customer Success.

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, ask effective questions, diagnose complex business problems, and recommend actionable solutions.
• Exceptional communication and presentation skills, including the ability to lead workshops and engage C-suite banking executives and/or board members.
• Strong understanding of modern technology stacks, AI concepts, and digital transformation trends in the financial sector.
• Ability to collaborate effectively with sales, customer success, and product teams to support revenue and client satisfaction.
• Enthusiasm for working in a fast-paced, changing technology environment.
• Willingness to travel as needed to industry events, client on-sites, and executive briefings.

Nice To Haves

• Experience in retail banking growth, marketing, or revenue generation.
• Track record of designing and executing outbound marketing campaigns to generate revenue, acquire new accounts, and grow membership or deposits.
• Significant business banking experience, particularly in growth.
• Experience developing strategies to increase loan volume and collections.

Responsibilities

• Partner with account teams to conduct deep-dive discovery, define business objectives, and identify prospective banking clients’ challenges, technology stacks, and long-term goals.
• Translate client discoveries into phased deployment strategies and advise on the order for deploying platform capabilities to support adoption and success.
• Design and lead workshops for prospects and existing customers on branch experience transformation, AI policy and governance, strategic planning, and banking AI maturity assessments.
• Provide recommendations on connecting banking AI technology to clients’ business priorities.
• Serve as a trusted industry advisor to clients on technology partnerships and the future of banking.
• Create thought leadership content with the Marketing organization to guide financial institutions through Banking AI transformation.
• Represent Glia at industry events and conferences.
• Provide market and use-case intelligence as a subject matter expert to internal teams, including Product, Product Marketing, and Customer Success.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed