Company Overview:
Cornerstone Advisors is a niche national management and technology consulting firm serving banks and credit unions across the country. We specialize in technology contract negotiation, strategic planning, vendor selection, and product/technology strategy. Cornerstone is a fast-growing, entrepreneurial, knowledge-based company built on performance, integrity, and results. Our consultants are trusted advisors who deliver measurable impact for financial institutions nationwide.
With more than:
- 1,500+ technology contracts negotiated
- 1,000+ technology selections
- 750+ strategic planning engagements
- 92 Net Promoter Score
- 70%+ returning clients
Position Summary:
Cornerstone Advisors is seeking a strategic and analytical Consultant to partner with clients across various industries to drive technology-enabled business transformation. In this role, you will provide strategic guidance, analyze complex business challenges, and develop innovative solutions that improve operational efficiency, enhance growth, and achieve organizational objectives. This is a client-facing role requiring strong problem-solving skills, business acumen, and the ability to communicate effectively with stakeholders at all levels, including senior and executive leadership.
Key Responsibilities:
- Client Strategy & Advisory
- Conduct comprehensive assessments of clients’ technology systems, processes, and capabilities
- Develop tailored technology strategies and roadmaps aligned with business goals
- Provide strategic recommendations including market entry, growth, operational restructuring, and risk mitigation initiatives
- Analyze financial statements, profitability metrics, and investment opportunities
- Technology & Operations Optimization
- Identify process inefficiencies and recommend improvements to enhance performance
- Design and implement innovative technology solutions in collaboration with cross-functional teams
- Lead project execution, ensuring timely delivery and budget alignment
- Establish KPIs and metrics to measure success and provide progress reporting
- Risk & Change Management
- Identify potential technology and operational risks and develop mitigation strategies
- Support organizational change initiatives to ensure successful adoption of new systems and processes
- Relationship Management
- Serve as a trusted advisor to clients
- Build strong, collaborative relationships across client organizations
- Stay current on emerging technologies and industry trends to deliver forward-thinking solutions
Required Skills & Qualifications:
- Technical & Analytical Skills
- Strong analytical and problem-solving abilities
- Ability to break down complex challenges into actionable solutions
- Proficiency in data analysis tools such as Excel, SQL, and data visualization software
- Experience developing data-driven insights and recommendations
- Professional Skills
- Excellent verbal and written communication skills
- Strong interpersonal skills with the ability to engage stakeholders at all organizational levels
- High emotional intelligence and professionalism
- Exceptional attention to detail and time management
- Ability to thrive in a fast-paced environment with frequent interruptions
- Ability to work independently and collaboratively
Education & Experience:
- Minimum Qualifications:
- Bachelor’s degree (or higher) in Business or related field; quantitative focus preferred
- Demonstrated analytical and problem-solving experience
- Experience working with complex data sets to inform strategic decisions
- Preferred Qualifications:
- Master’s degree preferred
- 1–2 years of experience in consulting or a related role
- Financial industry knowledge
- Strong strategic thinking capabilities
Cornerstone Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Skills Required
- Strong analytical and problem-solving abilities
- Proficiency in Excel
- Proficiency in SQL
- Proficiency in data visualization software
- Excellent verbal and written communication skills
- Strong interpersonal skills and stakeholder engagement ability
- Bachelor's degree in Business or related field
- Experience working with complex data sets to inform strategic decisions
- Ability to work independently and collaboratively; strong time management
- Master's degree
- 1-2 years of experience in consulting or related role
- Financial industry knowledge
- Strong strategic thinking capabilities
What We Do
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn’t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry’s most respected strategy and technology consultants, Cornerstone’s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone’s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market. From strategy to execution – Cornerstone Advisors.
