Finance AI Advisory Specialist

Rogo; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

Rogo, a rapidly growing enterprise AI company, is seeking a high-energy advisor to lead engagements with top financial institutions. You will translate client needs into meaningful AI-driven outcomes, run tailored product demos, and work closely with sales and product teams to secure strategic wins.

You have 3+ years in sell-side equity research, proven executive interaction skills, and a passion for applying AI to finance.

Qualifications

• 3+ years of sell-side equity research experience.
• Ability to engage with senior executives and build credibility.
• Strong presentation and storytelling skills for demos and discussions.
• Genuine curiosity about AI's potential in financial services.
• Experience in sales or investor-facing roles with buy-side relationships.

Responsibilities

• Lead client engagements from pre-sale through up-sell, building consultative relationships.
• Demonstrate AI capabilities through tailored demos for research analysts and investors.
• Translate client needs into value propositions across equity research and investment management.
• Collaborate with marketing to create resonance with the coverage universe and workflows.
• Synthesize customer feedback for the product team to improve offerings.

Skills

Sell-side equity

Executive engagement

Presentation skills

AI curiosity

Investor-facing experience

Job description

Rogo, a rapidly growing enterprise AI company, is seeking a high-energy advisor to lead engagements with top financial institutions. You will translate client needs into meaningful AI-driven outcomes, run tailored product demos, and work closely with sales and product teams to secure strategic wins.

You have 3+ years in sell-side equity research, proven executive interaction skills, and a passion for applying AI to finance.