Finance AI Advisory Consultant

Rogo Technologies, Inc; Greater London; Hybrid; GBP 120,000 - 180,000; Full time

Job summary

Rogo Technologies, Inc. is seeking an Advisory executive to lead client engagements with top financial institutions, from pre-sale through up-sell, translating AI capabilities into tangible investment insights for research analysts and investors.

In this fast-paced startup environment, you will establish credibility, tailor demos, and partner with marketing to create resonant content while shaping product strategy through direct customer feedback.

Qualifications

• 3+ years of sell-side equity research experience
• Executive engagement skills and presence, with ability to build relationships with key decision-makers
• Outstanding presentation skills, whether whiteboard or formal presentations and demos
• Curiosity about AI’s potential to transform financial services
• Sales or investor-facing experience, including business development and managing relationships with buy-side clients

Responsibilities

• Engage with research analysts/investors at existing and prospective customers to understand workflow challenges and demonstrate the value of Rogo's AI solutions
• Establish yourself as a credible expert in solving customers’ problems (sector/ company coverage, earnings analysis, valuation, investment thesis development)
• Lead product demonstrations tailored to financial firm contexts, validating where Rogo adds value for each client
• Partner with marketing to develop content that resonates with research analysts/investors and their publishing workflows
• Act as the Voice of the Customer to inform sales strategy and synthesize feedback for the product team

Skills

Sell-side equity research

Executive engagement

Presentation skills

AI in finance curiosity

Sales/investor-facing experience

Job description

Rogo Technologies, Inc. is seeking an Advisory executive to lead client engagements with top financial institutions, from pre-sale through up-sell, translating AI capabilities into tangible investment insights for research analysts and investors.

In this fast-paced startup environment, you will establish credibility, tailor demos, and partner with marketing to create resonant content while shaping product strategy through direct customer feedback.