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 highly analytical, client-focused Consultant – Contract Negotiation Practice to join our Contracts Solutions Group. This role serves as a negotiator on complex banking technology contracts (core systems, digital platforms, payments, and related technologies). The Consultant will analyze financial and contractual data, develop negotiation strategies, lead client engagements, and drive measurable outcomes.
***This is an ideal opportunity for a motivated professional who thrives in a fast-paced, high-performance environment and wants to make a meaningful impact.
Key Responsibilities:
- Negotiations for complex banking technology contracts
- Create detailed financial models based on client invoices, contracts, and survey data
- Conduct comparative pricing research and benchmarking
- Analyze contract terms and prepare negotiation strategies
- Develop project plans and manage tactical aspects of engagements (3+ month lifecycle)
- Build and leverage internal tools using proprietary and public data
- Draft and edit client deliverables and communications
- Coordinate client and vendor meetings
- Provide exceptional client service and executive-level communication
- Support RFP content development
- Assist senior consultants and contribute to special projects as assigned
- Bachelor’s degree in business or related field (quantitative focus preferred)
- Strong organizational skills with ability to manage multiple concurrent projects
- Excellent analytical and financial modeling skills
- Strong emotional intelligence (EQ)
- Ability to interact professionally with senior and executive-level clients
- Exceptional written and verbal communication skills
- High attention to detail
- Strong time management skills
- Ability to work effectively in a fast-paced, deadline-driven environment
- Awareness of the financial institution vendor landscape
- Creative problem-solving abilities
- Ability to work independently and collaboratively within a team
Preferred Qualifications:
- MBA preferred
- 1-2 years of relevant professional experience
- Financial services industry knowledge
- Prior B2B contract negotiation experience
Compensation & Benefits:
- Performance-based compensation model
- Individual performance bonuses
- Full benefits package
- Flexible scheduling
- Limited travel
- Remote work opportunities
- Career development within a high-growth consulting environment
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
- Bachelor's degree in business or related field
- Strong organizational skills and ability to manage multiple concurrent projects
- Excellent analytical and financial modeling skills
- Strong emotional intelligence (EQ)
- Ability to interact professionally with senior and executive-level clients
- Exceptional written and verbal communication skills
- High attention to detail
- Strong time management skills and ability to meet deadlines
- Ability to work effectively in a fast-paced, deadline-driven environment
- Awareness of the financial institution vendor landscape
- Creative problem-solving abilities
- Ability to work independently and collaboratively within a team
- MBA
- 1-2 years of relevant professional experience
- Financial services industry knowledge
- Prior B2B contract negotiation experience
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.
