Financial Institution Advisor
Core
Act as a premier consultant and Subject Matter Expert (SME) to bridge the gap between Glia's Banking AI platform and the specific needs of banks and credit unions, helping them define strategy and maximize ROI.
Role type
Senior IC Financial Institution Advisor (Strategy & Consulting)
Builds
Banking AI Operating System (AI workforce of specialized agents for voice and digital workflows)
Domain
Financial Services / Banking / Artificial Intelligence
Deliverable
production ML models
Required skills
Strategic advisory, deep banking industry knowledge (15+ years), executive workshop facilitation, AI governance & policy, phased technology rollout design, maturity assessment, thought leadership creation, cross-functional partnership
Preferred skills
Retail banking growth & marketing, outbound campaign strategy, business banking experience, lending/collections strategy
Technologies
Banking AI platforms, AI governance frameworks, digital transformation tools
Responsibilities
Conduct deep discovery sessions to define business objectives and uncover client challenges; Design phased strategic deployment approaches for platform capabilities; Lead high-impact workshops on branch transformation, AI policy, and strategic planning; Serve as trusted industry SME to advise on technology partnerships; Create thought leadership content and represent the company at industry events; Partner with internal teams for market intelligence.