Implementation Consultant: Banking

About the Role:

We are seeking an experienced Implementation Consultant to lead conversion and implementation projects for banks and credit unions. This role is highly project-management focused and requires deep familiarity with financial institution operations. You will partner directly with client stakeholders, manage project timelines, and ensure successful data and system conversions from start to finish.

Key Responsibilities:

• Lead and manage end-to-end system conversion projects for banks and credit unions.
• Serve as the primary liaison between clients, internal teams, and external vendors.
• Oversee project plans, timelines, deliverables, and stakeholder communication.
• Conduct needs analyses to understand client requirements, workflows, and operational impacts.
• Support data migration, validation, and testing activities to ensure accuracy and compliance.
• Provide subject-matter expertise on banking operations and system functionality.
• Identify risks, troubleshoot issues, and implement corrective actions throughout the project lifecycle.
• Deliver training and documentation to help clients successfully adopt new systems.

Minimum Qualifications:

• Bachelor’s degree.
• At least 5 years of conversion project management experience with banks, credit unions, vendors, or consulting firms;
  OR a combination of 2 years in project management and 3 years in financial institution or bank back-office operations.
• Demonstrated ability to manage complex, multi-phase projects with financial institutions.

Preferred Qualifications:

• PMP or CBAP certification.
• Prior consulting experience.
• Hands-on banking or credit union operational experience (deposit ops, lending ops, back office, etc.).

EEO STATEMENT

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.