Finance AI Advisory Associate - Client Engagements

ScOp Venture Capital LLC.; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Rogo is seeking an Advisory role to guide top financial institutions in applying AI to day-to-day workflows and long-term strategy. You will own client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams.

Join a fast-paced startup that values ownership and customer impact. Rogo's team focuses on market-defining AI solutions for finance, collaborating with marketing and product to deliver measurable value

Qualifications

• 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund.
• Executive engagements with decision-makers and credibility at all levels.
• Outstanding presentation skills for whiteboard sessions and demos.
• Curiosity about AI's potential to transform financial services.
• Sales or LP-facing experience, including business development and client relationships.

Responsibilities

• Lead client engagements from pre-sale through up-sell, building consultative relationships.
• Translate Rogo's AI capabilities into real impact across banking and investing use cases.
• Engage with bankers/investors to understand workflows and demonstrate value of AI solutions.
• Lead product demonstrations tailored to the context of various financial firms.
• Partner with marketing to develop content tailored to bankers/investors' needs.
• Act as the Voice of the Customer to help the sales and product teams through market insights.

Skills

Executive engagement

Presentation skills

Curiosity about AI

Sales experience

Job description

Rogo is seeking an Advisory role to guide top financial institutions in applying AI to day-to-day workflows and long-term strategy. You will own client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams.

Join a fast-paced startup that values ownership and customer impact. Rogo's team focuses on market-defining AI solutions for finance, collaborating with marketing and product to deliver measurable value