Financial Institution Advisor

present of AI; United States; Remoto; USD 150.000 - 230.000; Tempo integral

Resumo da vaga

Glia is seeking a Senior Advisor to help banks and credit unions adopt a banking AI platform. You will advise prospects and clients, run discovery sessions, and design phased rollout plans for governance and strategy.

The role requires extensive banking experience, executive credibility, and the ability to guide C-suite discussions. This remote US position focuses on bridging business goals with AI-enabled automation, including policy, governance, and workshop leadership across channels.

Qualificações

• Seasoned banking or credit union operator with many years of hands-on banking experience.
• Ability to run discovery sessions and workshops translating business goals into rollout plans.
• Executive-level credibility to engage C-suite and board-level conversations.
• Familiarity with AI governance, policy, and compliance concerns within financial institutions.

Responsabilidades

• Lead maturity assessments and advise on AI policy and governance for banking clients.
• Map phased deployments of the AI platform across voice and digital channels.
• Guide C-suite level conversations, discovery, strategy design, and workshop leadership.
• Develop rollout plans and governance frameworks for safe AI adoption.

Conhecimentos

Banking experience

Executive credibility

Discovery sessions

AI governance

Ferramentas

AI platform integration

Descrição da vaga

Finance & Legal · US-Remote · FullTime · Senior level

The role asks for a seasoned banking or credit union operator who can advise prospects and clients on how to adopt a banking AI platform. A strong candidate brings many years of hands on banking experience, executive level credibility, and the ability to run discovery sessions and workshops that turn business goals into phased rollout plans. Comfort with technology stacks and AI concepts matters, along with the presence to guide C suite and board level conversations.

How it fits the AI era

AI shifts much of this work toward helping institutions decide where automation fits and how to govern it safely. The advisor still supplies the judgment, the regulatory grounding, and the trust that a tool cannot offer. Discovery, strategy design, and workshop leadership stay human, while AI handles more of the routine workflows the platform automates.

How it builds AI experience

The role builds practical AI experience through leading maturity assessments, advising on AI policy and governance, and mapping phased deployments across voice and digital channels. A candidate can prepare by studying how banking data and systems of record feed AI agents and by learning common governance and compliance concerns for financial institutions. Familiarity with branch transformation and outbound campaign strategy adds depth.

Worth showing

• AI governance knowledge
• Phased rollout planning
• Consultative discovery skills

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Glia

Glia provides a banking AI platform that unifies AI and human agents across voice and digital interactions for banks and credit unions, per the company.