Key Facts

Remote From:

Anywhere

Freelance

Expert & Leadership (>10 years)

English

Hard Skills

Other Skills

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Strategic Planning
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Consulting
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Communication
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Leadership
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Public Speaking
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Mentorship

Roles & Responsibilities

Extensive experience leading treasury management consulting engagements for banks, credit unions, and fintechs.
Proven ability to develop treasury product strategy, pricing, sales effectiveness, and service delivery models.
Strong client relationship management and business development capabilities, with a track record of expanding advisory footprints.
Experience mentoring junior consultants and leading cross-functional teams in delivery of complex engagements.

Requirements:

Lead treasury management consulting engagements for bank and credit union clients.
Advise on treasury product strategy, pricing, sales effectiveness, and service delivery models.
Assess and optimize commercial banking operations, including cash management, liquidity solutions, and payments modernization.
Build and nurture long-term client relationships and develop a visible personal brand in the treasury management space.

Cornerstone Advisors

About Cornerstone Advisors

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.

Founded: 2018

Company size: 201 - 500

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Job description

Who We Are

Cornerstone Advisors is a boutique management consulting firm focused exclusively on serving community banks, credit unions, and fintechs. For over 20 years, our team has partnered with executive leaders at top mid-sized financial institutions to tackle their most pressing challenges with innovative strategies and actionable solutions. We are obsessed with delivering wildly prescriptive, practical advice and driving real changes for our clients as they navigate a rapidly evolving banking landscape.

Our expertise spans treasury management, payments advisory, technology selection and implementation, contract negotiations, performance improvement, vendor management, strategic planning, and M&A advisory, all powered by proprietary data and deep industry knowledge.

What You’ll Do

As a member on our consulting team, you will serve as a trusted advisor to financial institutions, helping them formulate strategies, optimize operations, and enhance bottom-line results. From day one, you will play a critical, client-facing role across all facets of advisory engagements.

You can expect to work across a wide range of client profiles and project types, from helping a $2 billion community bank redesign its treasury product suite and pricing model to partnering with a $15 billion institution to define their target operating model.

Core responsibilities span four areas:

Client Advisory & Delivery

Lead treasury management consulting engagements for bank and credit union clients.
Advise on treasury product strategy, pricing, sales effectiveness, and service delivery models.
Assess and optimize commercial banking operations, including cash management, liquidity solutions, and payments modernization.
Deliver data-driven insights using Cornerstone’s proprietary research and benchmarking tools.

Business Development

Build and nurture long-term client relationships and develop a visible personal brand in the treasury management space.
Identify and develop new client opportunities, partnering with internal teams to expand Cornerstone’s advisory footprint.
Contribute to proposal development, client presentations, and thought leadership.

Thought Leadership & Industry Expertise

Serve as a subject matter expert in treasury management, staying ahead of regulatory, competitive, and technology trends.
Contribute to white papers, webinars, and industry events that build Cornerstone’s presence in the market.

Team Leadership & Collaboration

Mentor and support junior consultants and project teams.
Collaborate cross-functionally with technology, strategy, and M&A advisory teams.
Foster a high-performance, client-focused culture.