AI Advisory Lead for Asset Management

Rogo; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Rogo in New York seeks a Senior Advisory professional to guide top financial institutions on applying AI in their day-to-day workflows and long-term strategy. You will lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with portfolio managers, analysts, and large asset managers.

You will also translate Rogo’s capabilities into real impact across fundamental research, portfolio construction, and idea-generation workflows,

Qualifications

• 2+ years of front-office experience at a large asset manager or equivalent investment role.
• Executive engagement skills with decision-makers and credibility at all levels.
• Outstanding presentation skills for demos and whiteboard sessions.
• Curiosity about AI’s potential to transform financial services.
• Sales or client-facing experience including managing institutional client matters.

Responsibilities

• Engage with portfolio managers and research analysts to understand workflows and demonstrate value of Rogo’s AI solutions.
• Establish credibility as an expert in solving client problems (equity/credit research, diligence, earnings analysis, idea generation).
• Lead product demonstrations tailored to asset management contexts and validate how Rogo adds value for each client.
• Partner with marketing to develop content resonating with asset classes and coverage universe.
• Act as Voice of the Customer to inform sales strategy and synthesize feedback for product.
• Tailor introductions of new solutions to client needs and strengthen market perception of Rogo.
• Conduct research/analysis on customers and competitors.

Skills

Executive engagement

Portfolio manager interaction

Excellent presentation skills

Curiosity about AI

Sales or client-facing experience

Job description

Rogo in New York seeks a Senior Advisory professional to guide top financial institutions on applying AI in their day-to-day workflows and long-term strategy. You will lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with portfolio managers, analysts, and large asset managers.

You will also translate Rogo’s capabilities into real impact across fundamental research, portfolio construction, and idea-generation workflows,