Forward-Deployed AI Finance Consultant

Rogo; New York (NY); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Rogo in New York seeks a Forward Deployed professional to lead client engagements with top financial institutions, translating AI capabilities into meaningful business impact. You’ll tailor demos, build consultative relationships, and champion customer feedback for product teams.

You will act as a credible expert addressing workflow challenges in public company research, M&A advisory, and diligence workflows, while partnering with marketing to craft content for bankers and investors.

Qualifications

• 2+ years of sell-side equity research experience.
• Executive engagement skills and presence with senior decision-makers.
• Outstanding presentation skills for demos and whiteboard sessions.
• Curiosity about AI’s potential to transform financial services.
• Sales or investor-facing experience with buy-side clients, PMs, or institutional investors.

Responsabilités

• Lead full-cycle client engagements and tailored demos for bankers and investors.
• Understand workflow challenges and articulate value of Rogo's AI solutions.
• Establish credibility by solving customers' specific problems in finance and investing.
• Deliver product demonstrations tailored to each client’s use cases and validate value.

Connaissances

Sell-side equity research

Executive engagement

Presentation skills

Curiosity about AI

Investor-facing experience

Description du poste

Rogo in New York seeks a Forward Deployed professional to lead client engagements with top financial institutions, translating AI capabilities into meaningful business impact. You’ll tailor demos, build consultative relationships, and champion customer feedback for product teams.

You will act as a credible expert addressing workflow challenges in public company research, M&A advisory, and diligence workflows, while partnering with marketing to craft content for bankers and investors.