AI Solutions Architect for Wealth Management

Fdetimes; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Rogo is seeking a Forward Deployed specialist to join our enterprise AI sales team. You will lead full-cycle client engagements with top financial institutions, tailor demos to investors and deal teams, and translate capabilities into real business impact.

You will engage bankers and investors, establish credibility, and work with marketing to create compelling content. A passion for AI, finance, and startup culture will help you succeed in a fast-paced environment.

Qualifications

• 3+ years experience in private and/or brokerage wealth management.
• Outstanding project management and communication skills; extremely organized, detail-oriented.
• An action-oriented mindset that balances creative problem-solving with the scrappiness to deliver results.

Responsibilities

• Lead full-cycle client engagements and tailor demos for investors and deal teams.
• Translate Rogo's capabilities into real impact across banking and investing use cases to drive the "financial win".
• Engage with bankers/investors to understand workflow challenges and demonstrate value of Rogo's AI solutions.
• Partner with the marketing team to develop content that resonates with bankers/investors.
• Act as the Voice of the Customer to help the sales and product teams develop more effective strategies.

Skills

Wealth management experience

Project management

Communication skills

Action-oriented mindset

Job description

Rogo is seeking a Forward Deployed specialist to join our enterprise AI sales team. You will lead full-cycle client engagements with top financial institutions, tailor demos to investors and deal teams, and translate capabilities into real business impact.

You will engage bankers and investors, establish credibility, and work with marketing to create compelling content. A passion for AI, finance, and startup culture will help you succeed in a fast-paced environment.