Advisory, Asset Management

Rogo; New York (NY); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Rogo is redefining finance with enterprise AI for top investment banks, asset managers, and investment firms. You will lead client engagements from pre-sale through up-sell, translating AI capabilities into measurable investment outcomes across research, portfolio construction, and idea generation workflows.

You will build relationships with portfolio managers and analysts, tailor demonstrations, and collaborate with marketing to create client-focused content.

Qualifications

• 3+ years of front-office experience at a large asset manager or similar institution.
• Executive engagement with decision-makers and credibility at multiple levels.
• Outstanding presentation skills for demos, talks, and client interactions.
• Curiosity about AI's potential in financial services and its practical application.
• Sales or client-facing experience, including business development or managing institutional relationships.

Responsibilities

• Engage with portfolio managers and research analysts to understand workflows and demonstrate value of Rogo's AI solutions.
• Establish credibility as a trusted expert and tailor product demos to client needs.
• Lead pre-sale through up-sell engagements, translating capabilities into business impact.
• Collaborate with marketing to create content resonant with asset managers and coverage universes.
• Act as the Voice of the Customer to inform product strategy and sales playbooks.

Skills

Front-office experience

Executive engagement

Presentation skills

AI curiosity

Sales/client-facing

Job description

Why Rogo

Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.

This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.

What You Will Own

Rogo's Advisory function is a team of former finance professionals who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with portfolio managers, research analysts, and investment teams at large asset managers. Similar to how Solutions Architects secure the "technical win", you'll drive the "investment win" by translating Rogo's capabilities into real impact across fundamental research, portfolio construction, and idea generation workflows.

• Engage with portfolio managers/research analysts at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.

• Establish yourself as a credible expert in solving customers' specific problems.

• Lead product demonstrations tailored to the context of various asset management firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client's potential use cases.

• Partner with the marketing team to develop content that will resonate with portfolio managers/analysts, tailored to the unique needs of their asset class, strategy, and coverage universe.

• Act as the "Voice of the Customer", using your industry perspective to help the broader sales team develop and implement more effective strategies and synthesize customer feedback for the product team through an asset management lens.

• Tailor the introduction of new solutions to specific customer needs.

• Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make finance professionals better at their jobs.

• Conduct research and analysis on customers and competitors.

What You Will Need

• 3+ years of front-office experience at a large asset manager.

• Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.

• Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.

• Curiosity about AI's potential to transform financial services.

• Sales or client-facing experience, including business development and/or experience directly managing institutional client matters and relationships.

Who You Are

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.

• You are ambitious. You have fun solving problems that others think are impossible.

• You are curious. You find joy in learning about AI, technology, and finance.

• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.

• You are collaborative, organized, thoughtful, and kind.

Why Join Rogo?

• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.

• Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.

• A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.

• Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.

• Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.