
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.
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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.
• Lead and deliver strategic consulting engagements focused on retail and commercial digital banking, contact center operations, branch strategy, and customer/member experience. • Assess current-state operating models, technology environments, and service delivery capabilities for banks and credit unions. • Develop strategic roadmaps that align people, processes, technology, and business objectives. • Advise clients on digital banking transformation initiatives, including online banking, mobile banking, digital onboarding, treasury management, and self-service capabilities. • Lead vendor evaluation, selection, and RFP processes for digital banking platforms, contact center solutions, CRM systems, and related technologies. • Facilitate executive workshops, strategic planning sessions, governance meetings, and client roundtables. • Analyze operational, financial, and experience data to identify opportunities for process improvement and operational efficiencies. • Leverage Cornerstone's proprietary research, benchmarking, and industry intelligence to develop actionable client recommendations. • Develop and deliver executive-level presentations, strategic assessments, and client deliverables. • Contribute to business development efforts, including proposal development, client relationship expansion, conference presentations, and thought leadership initiatives. • Collaborate across Cornerstone practice areas to deliver integrated, cross-functional consulting solutions. • Maintain deep knowledge of emerging banking technologies, payments trends, fintech innovation, and evolving customer experience expectations.
• Bachelor’s degree in business, Finance, Information Systems, Management, or a related field. • Minimum of 7 years of progressive leadership experience within a bank, credit union, fintech, or financial services consulting organization. • Demonstrated leadership experience in one or more of the following: Retail Banking, Treasury Management, Commercial Digital Banking, Digital Banking Strategy, Contact Center Operations, Branch Operations or Branch Strategy, Customer or Member Experience. • Experience leading strategic initiatives, technology implementations, operational improvement programs, or digital transformation efforts. • Strong proficiency with Microsoft Office applications, particularly Excel and PowerPoint.
• Medical • Dental • Vision • HSA • 401k • Profit sharing • Life Insurance • Parental Leave • PTO • EAP
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