Implementation Consultant: Banking

Cornerstone Advisors of Arizona, LLC
64dRemote

About The Position

We are seeking an experienced Implementation Consultant to lead conversion and implementation projects for banks and credit unions. This role is highly project-management focused and requires deep familiarity with financial institution operations. You will partner directly with client stakeholders, manage project timelines, and ensure successful data and system conversions from start to finish.

Requirements

  • Bachelor’s degree.
  • At least 5 years of conversion project management experience with banks, credit unions, vendors, or consulting firms; OR a combination of 2 years in project management and 3 years in financial institution or bank back-office operations.
  • Demonstrated ability to manage complex, multi-phase projects with financial institutions.

Nice To Haves

  • PMP or CBAP certification.
  • Prior consulting experience.
  • Hands-on banking or credit union operational experience (deposit ops, lending ops, back office, etc.).

Responsibilities

  • Lead and manage end-to-end system conversion projects for banks and credit unions.
  • Serve as the primary liaison between clients, internal teams, and external vendors.
  • Oversee project plans, timelines, deliverables, and stakeholder communication.
  • Conduct needs analyses to understand client requirements, workflows, and operational impacts.
  • Support data migration, validation, and testing activities to ensure accuracy and compliance.
  • Provide subject-matter expertise on banking operations and system functionality.
  • Identify risks, troubleshoot issues, and implement corrective actions throughout the project lifecycle.
  • Deliver training and documentation to help clients successfully adopt new systems.
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