Associate Consultant

🕒 October 24, 2025

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Logo of Cornerstone Advisors

Cornerstone Advisors

201 - 500 employees

Founded 2002

🏦 Banking

💳 Fintech

🤝 B2B

Banking • Fintech • B2B

Cornerstone Advisors is a data-driven consulting firm that advises banks, credit unions and fintechs on technology selection and implementation, vendor management, mergers & acquisitions, strategic planning, performance improvement and enterprise transformation. The firm combines proprietary research, executive education, program management and hands-on advisory services to deliver measurable cost savings, improved operations and strategic outcomes for financial institutions.

📋 Description

• Work with peer consultants to collaborate and advise engagement teams • Deliver insights, analysis, and prescriptive directions to client leaders • Prepare reports, work plans, and detailed deliverable documents for banks, credit unions, vendors, and other financial institutions who have engaged Cornerstone for management consulting services • Work independently on multiple nonrecurring projects, with limited direction, and draw upon extensive knowledge, and experience to deliver remarkable consulting services • Protect Cornerstone's intellectual property to prevent loss/infringement • Provide strategic advice based on client business interests on a real-time basis • Facilitate kickoff, workshops, group meetings with client(s)

🎯 Requirements

• 10 or more years of relevant work experience in a related role, financial industry experience highly preferred • Excellent service delivery skills: demonstrated ability to create, plan and successfully execute projects; the ability to meet deadlines in a fast-paced environment • Excellent verbal and written communication skills; ability to interface and communicate effectively with clients and Cornerstone employees • Highly-developed 'emotional intelligence' and related personal characteristics • Clear and succinct communication skills • Client service leader; responsive to needs; escalates issues to project leaders (as needed) • Adept and creative problem solver with strong analytical and critical thinking skills • Ability to proactively set and share goals, stay connected to team, focus on results and constantly want to learn. • Strong organizational skills with the ability to manage multiple project priorities in a deadline-driven environment • Bachelor's Degree or higher • Three years of project management experience in banks or credit unions • Proficiency with Microsoft Office Suite (Word, Outlook, PowerPoint, Excel) required • Proficiency with Internet search processes and research required • Previous consulting experience is preferred, but not required • Advanced Excel skills (e.g., pivot tables, nested conditional statements, and lookups) desirable • Relationships with multiple banks and credit union executives • Deep knowledge of leading Core and ancillary app vendors (preferred) • Awareness of and familiarity with FI Vendor landscape (preferred)

🏖️ Benefits

• Flexibility and control over schedules • Ability to dedicate a portion of time to work with Cornerstone

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