AI Strategist, Financial Services

Perplexity; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Perplexity seeks an AI Strategist for Financial Services to lead AI solution deployments for investment professionals in banks, private equity firms, and hedge funds. You will drive strategic engagements, define project scopes, and ensure deployment and revenue generation with sales teams, while building demonstrations and prototypes to prove AI value for financial workflows.

You will also bring domain expertise to product development, prioritizing data and integrations that finance

Qualifications

• Finance experience in AI or financial services.
• Experience building AI products for professionals.

Responsibilities

• Lead AI solution deployments for investment professionals in banks, PE firms, and hedge funds.
• Drive strategic engagements, define project scopes, and ensure deployment and revenue generation with sales teams.
• Create demonstrations and prototypes to showcase AI value in financial workflows.
• Provide domain expertise to product development, prioritizing data and integrations for finance professionals.

Skills

Finance experience

AI product strategy

Technical acumen

Stakeholder engagement

Job description

Perplexity seeks an AI Strategist for Financial Services to lead AI solution deployments for investment professionals. Ideal candidates have finance experience and technical acumen, particularly in AI product strategy.

As an AI Strategist at Perplexity, you will focus on building AI solutions tailored for investment professionals in banks, private equity firms, and hedge funds. Your role will involve leading strategic engagements, defining project scopes, and ensuring successful deployment and revenue generation alongside sales teams.

You will serve as the technical proof engine, creating demonstrations and prototypes to showcase the value of AI in financial workflows. Additionally, you will bring domain expertise to product development, aligning AI capabilities with the needs of finance professionals and ensuring that the right data and integrations are prioritized.