Forward-Deployed AI Lead, Asset Management (EMEA)

Fdetimes

New York (NY)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

Rogo is transforming financial services with AI, seeking a front-office focused client partner to drive engagements with asset managers and investment firms. You will own end-to-end relationships, tailor demos, and translate capabilities into measurable business impact.

You will engage executives, present with impact, and collaborate with marketing to craft content that resonates with bankers and investors. If you’re excited by AI in finance and thrive in startups, join us.

Qualifications

  • 3+ years of front-office experience at a large asset manager.
  • 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 client-facing experience, including business development and/or experience directly managing institutional client matters and relationships.

Responsibilities

  • Lead full-cycle client engagements, building consultative relationships and tailoring demos that resonate with investors and deal teams.
  • Engage with bankers/investors to understand workflow challenges and demonstrate the value of AI solutions.
  • Establish yourself as a credible expert in solving customers' problems in finance (e.g., financial research, M&A advisory, diligence workflows).
  • Lead product demonstrations tailored to various financial firm contexts and showcase relevant features and benefits.
  • Partner with marketing to develop content that resonates with bankers/investors and client types.
  • Act as the Voice of the Customer to help sales and product teams with feedback.
  • Tailor introductions of new solutions to customer needs.
  • Help enhance market perception of the company as credible and helpful.

Skills

Executive engagement
Presentation skills
AI curiosity
Sales experience
Front-office experience

Job description

Rogo is transforming financial services with AI, seeking a front-office focused client partner to drive engagements with asset managers and investment firms. You will own end-to-end relationships, tailor demos, and translate capabilities into measurable business impact.

You will engage executives, present with impact, and collaborate with marketing to craft content that resonates with bankers and investors. If you’re excited by AI in finance and thrive in startups, join us.

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