Financial AI Strategist

rogo.ai; New York (NY); Hybrid; USD 80,000 - 150,000; Full time

Job summary

Join a dynamic and ambitious team at a cutting-edge financial AI company that is reshaping the industry. As a Financial AI Strategist, you will leverage your front-office experience and financial expertise to engage with top investment banks and hedge funds. Your role involves building consultative relationships, leading product demonstrations, and educating clients on the transformative potential of AI in finance. If you thrive in fast-paced environments and are passionate about technology and finance, this is the perfect opportunity to make a significant impact in a rapidly growing field.

Qualifications

• 3+ years in front-office roles at top investment banks or hedge funds.
• Strong relationship-building and executive engagement skills.

Responsibilities

• Engage with clients to understand workflow challenges and demonstrate AI solutions.
• Lead tailored product demonstrations for financial firms.

Skills

Front-office experience

Executive engagement skills

Presentation skills

Curiosity about AI

Sales experience

Job description

We're building Al thought partners to make people smarter and more creative, accelerating the creation and sharing of knowledge in financial services. We're unabashedly ambitious, and we're dead set on building the biggest Financial AI company in the world. Our team is lean, smart, and enormously ambitious. We're growing fast out of our beautiful office in NYC.

WHY JOIN ROGO?

• Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms.

• World-class team: we take talent density seriously. We like working with incredibly smart, driven people.

• Velocity: we work fast, which means you learn a lot and constantly take on new challenges.

• Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of published research, redefining what's possible, and inventing the future.

• Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing how you discover, create, and share knowledge.

Role

Rogo's financial AI strategists are ex-bankers and investors from top-tier financial institutions who leverage their experience to guide and partner with investment banks, hedge funds, and private equity firms. Your role is pivotal in helping firms understand AI's specific day-to-day use cases and longer-term potential, partnering with both the sales and post-sales teams.

You will own client engagements pre-sale through up-sell, building consultative relationships with investment banks, hedge funds, and private equity firms to help steer AI strategy.

Similar to how Solutions Architects secure the “technical win” in the sales process, Financial AI strategists secure the “financial win” by performing in-depth customer discovery and education on Rogo's solutions through targeted meetings and demos that resonate with the customer’s day-to-day workflows.

Our financial AI strategists use their financial service expertise to ask thoughtful questions to understand the needs of firms, develop credibility, and then partner and then educate them on Rogo's value via large and small group sessions as well as one-to-one conversations.

Responsibilities

• Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.

• Establish yourself as a credible expert in solving customers’ specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).

• Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client’s potential use cases.

• Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types.

• Act as the “Voice of the Customer,” using your industry perspective to help the broader sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.

• Tailor the introduction of new solutions to specific customer needs.

• Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs.

• Conduct research and analysis on customers and competitors.

Qualifications

• 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund

• Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.

• Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.

• Curiosity about AI’s potential to transform financial services.

• Sales or LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships.

WHO YOU ARE

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a start-up

• You are ambitious. You have fun solving problems that others think are impossible.

• You are curious. You find joy in learning about AI, technology, and finance

• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity

• You are collaborative, organized, and thoughtful.