Finance AI Solutions Architect - Front Office

AlleyCorp; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Rogo in New York is seeking a high-energy front-office specialist to lead engagements with major banks, PE funds, and asset managers. You will tailor demos, articulate ROI, and guide clients through how AI accelerates investment workflows.

The role emphasizes executive-level communication, strategic demonstrations, and collaboration with marketing and product teams to translate client needs into actionable solutions.

Qualifications

• 3+ years of front-office experience at a large asset manager or similar institution.
• Experience engaging with executives and decision-makers.
• Strong presentation and demo delivery skills.
• Curiosity about applying AI in financial services.
• Sales or client-facing experience with institutional clients.

Responsibilities

• Lead full-cycle client engagements with top financial institutions.
• Tailor demos and proposals for investors and deal teams.
• Establish credibility through expert knowledge of industry needs.
• Lead product demonstrations aligned to client use cases and ROI.
• Collaborate with marketing to craft content that resonates with bankers/investors.

Skills

Front-office experience

Executive engagement

Presentation skills

AI curiosity

Sales experience

Job description

Rogo in New York is seeking a high-energy front-office specialist to lead engagements with major banks, PE funds, and asset managers. You will tailor demos, articulate ROI, and guide clients through how AI accelerates investment workflows.

The role emphasizes executive-level communication, strategic demonstrations, and collaboration with marketing and product teams to translate client needs into actionable solutions.