Financial Institution Advisor
Glia
- Remote · United States
- Remote
- Mid Level
- Posted
About Glia
- 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.
- Glia's Banking AI Operating System is a central intelligence layer on top of existing tech stacks, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. These banking-trained agents automate workflows across voice and digital–from front office to back office–resulting in decreased operational costs and the Universal Banker model.
- Trusted by 700+ banks and credit unions for its ironclad security and reliability, Glia delivers the industry’s first contractual no-hallucination guarantee. It’s why Glia customers quickly and confidently put Banking AI to work with measurable results from day one. More information about Glia can be found at glia.com
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Location
Remote
Department
FI Advisory
Reports To
- Chief Customer Officer
- About the Role
- Are you a former banking or credit union executive with a passion for innovation? Do you understand the unique operational, cultural, and regulatory challenges financial institutions face because you’ve navigated them yourself?
- Glia is seeking our next Financial Institution (FI) Advisor to serve as an executive consultant helping banks and credit unions transition from legacy operating models to AI-first institutions. In this highly visible role, you will bridge the gap between cutting-edge conversational and generative AI and the real-world strategic priorities of banking executives.
- You will partner closely with our sales and account management teams to conduct deep discovery, map out phased technology rollouts, and lead high-value workshops on topics like AI governance, branch transformation, and maturity benchmarking.
- You will gain deep, hands-on mastery of how modern AI architectures are practically deployed in regulated financial environments. By bridging the gap between theoretical AI capabilities and measurable business outcomes, you will pair your executive banking background with one of the most valuable skillsets in tech and finance today: leading enterprise AI-first transformations.
Key Responsibilities
Strategic Pre-Sales & Deep Discovery
Partner with account teams to conduct deep-dive discovery sessions. Define key business objectives and help uncover the core challenges, current tech stacks, and long-term goals of prospective banking clients.
AI-First Roadmap & Architecture
Translate client discoveries into practical, phased roadmaps to become AI-first organizations. Advise C-suite leadership on how to sequence AI capabilities - from automated front-line interactions to internal workflow automation and outbound campaigns - balancing rapid ROI with risk and compliance.
Executive Workshop Facilitation
Design and lead high-impact workshops for both prospects and existing customers. Key workshop topics include:
Branch Experience Transformation
Navigating how to operate and empower branches in an AI-driven, tech-forward world - whether it’s a virtual branch or a physical branch
AI Policy & Governance
Educating institutions on regulatory best practices, compliance, and how to safely establish an internal AI policy.
Strategic Planning
General consulting to help banks align their technology investments with overarching business goals.
AI-First Maturity Benchmarking
Assess an institution’s current operational and digital readiness, delivering concrete recommendations to transition their operating model from legacy human-only silos into unified human + AI collaboration.
Trusted Advisorship
Serve as the ultimate industry SME. Bring increased credibility to every conversation by leveraging your deep banking background to advise clients on how they should be thinking about technology partnerships and the future of banking.
Thought Leadership
Create thought leadership pieces in conjunction with our Marketing organization to guide FIs through their Banking AI transformation journey. Represent Glia at industry events and conferences.
Cross Functional Partnership
Serve as a subject matter expert to internal Glia teams (Product, Product Marketing, Customer Success, etc.) for market and use case intelligence.
Requirements
Deep Industry Experience
15+ years of experience in an operational, technical or marketing role in banking including executive level experience.
Consultative Mindset
Proven ability to act as a strategic advisor. You are highly skilled at asking the right questions, diagnosing complex business problems, and prescribing actionable solutions.
Executive Presence
Exceptional communication and presentation skills, with the ability to confidently lead workshops and command a room of C-suite banking executives and/or board members.
AI Curiosity & Strategic Tech Fluency
While you don't need to be an engineer, you have a solid grasp of digital banking tech stacks and an intense intellectual curiosity to learn, master, and articulate how applied AI transforms banking operations.
Collaborative Partner
Ability to work seamlessly alongside internal sales, customer success, and product teams to drive revenue and client satisfaction.
Innovation
Excitement to work in a fast-paced, ever-changing technology environment
In-Person Presence
Willingness to travel, when necessary, to industry or customer events including customer onsites to engage with industry experts.
Bonus Points
Growth & Marketing Expertise
Previous experience in retail banking growth, marketing, or revenue generation.
Campaign Strategy
A proven track record of designing and executing outbound marketing campaigns specifically aimed at generating revenue, acquiring net-new accounts, and growing membership/deposits.
Business Banking Experience
Significant time spent working in business banking - particularly on the growth side of the equation.
Lending/Collections
- Experience working on strategies to increase loan volume and to increase collections.
- Glia is an equal-opportunity employer. Glia does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis protected by law.
The Glia Talent Acquisition team uses
- @ glia.com and
- @ gliatalent.com email addresses for coordinating interviews, providing updates, and sending documents.
- Our hiring process involves an introduction, practical and team interviews, and a decision and offer. For more information, visit our
Recruitment Privacy Notice page