Forward Deployed Banker

FDE Times; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Rogo in New York is seeking a seasoned Investment Banking Solutions Lead to design and deliver tailored demos of our AI platform. You will translate AI capabilities into real impact across company research, financial modeling, valuation, and M&A workflows used by top banks.

You will partner with Sales, Product, and Engineering to shape our GTM and product roadmap, acting as the voice of the customer and building trusted relationships that help win deals.

Qualifications

• 2+ years of investment banking experience at a top-tier bank.
• Strong command of core banking workflows: financial modeling, valuation, M&A, capital markets, due diligence, and client presentations.
• Executive presence and credibility with senior bankers and financial services leaders.
• Outstanding communication and presentation skills for demos and concepts.
• Ability to map a prospect's business problems to Rogo's solutions.
• Structured, outcome-oriented approach to define success criteria and evaluations.
• Genuine curiosity about AI and its impact on investment banking.
• Bachelor's degree or higher.

Responsibilities

• Design and lead tailored demos translating AI into impact across core workflows.
• Work cross-functionally with Sales, Product, and Engineering to refine GTM and product.
• Be the trusted expert in early sales conversations to shape evaluation and win deals.
• Scope and run proof-of-value exercises mapping capabilities to bank-specific workflows.
• Develop demo environments and use cases that show how Rogo fits investment banking workflow.
• Influence product direction with customer feedback and market trends.

Skills

Investment banking experience

Core banking workflows

Executive presence

Communication & presentation

Customer-focused / solutions oriented

Structured, outcome-oriented approach

Curiosity about AI

Bachelor's degree

Education

Bachelor's degree or higher

Job description

Job Description

Why Rogo

Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.

This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.

What you’ll do

Be Rogo's investment banking expert in the room: Design and lead tailored demos of Rogo's platform, translating AI capabilities into real impact across core banking workflows — company research, financial modeling, valuation, M&A advisory, capital markets, and client deliverables. In every sales cycle, you'll paint the vision of what "fully deployed" looks like for each bank: Rogo as core to how their teams research, pitch, and execute.

Work cross-functionally: Partner directly with Sales, Product, and Engineering to drive our GTM motion and continuously improve the product. You are the voice of the prospective customer — bringing what the market is asking for, and firsthand investment banking expertise, into our product development philosophy.

Be the trusted expert in the sales cycle: As a domain and GTM leader in the earliest conversations with our future customers, you'll understand and anticipate how bankers work — building trusted, consultative relationships that establish Rogo's credibility, shape the evaluation, and win the deal.

Scope and run proof-of-value: Design proof-of-value exercises that justify the deal — mapping Rogo's capabilities to each bank's specific coverage groups, product areas, and deal workflows so that the use cases feel bespoke to their firm. You'll define success criteria with the prospect up front, tie them to business outcomes their leadership cares about, and build the evidence that turns an evaluation into a commitment.

Elevate our GTM motion: Develop best-in-class demo environments, banking use cases, and enablement materials that showcase how Rogo fits into real investment banking workflows and help the broader team win more business.

Influence product direction: Translate customer feedback, banking workflows, and market trends into actionable insights that sharpen the platform and strengthen our competitive advantage.

What you’ll bring

• 2+ years of investment banking experience at a top-tier investment bank.
• Strong command of core banking workflows — financial modeling, valuation, M&A, capital markets, due diligence, and client presentations.
• Executive presence and the ability to build credibility with senior bankers and financial services leaders, from analysts up through MDs and Group Heads.
• Outstanding communication and presentation skills, whether leading a polished product demo or explaining complex financial concepts on the fly.
• The ability to connect a prospect's specific business problems to Rogo's solutions and explain them to both technical and non-technical audiences.
• A structured, outcome-oriented approach: comfort defining success criteria, scoping evaluations, and building the business case that gets a deal over the line.
• A genuine curiosity about AI and conviction about how it will reshape investment banking.
• Bachelor's degree or above.

Even better...

• Experience working directly with clients or leading live deal execution alongside senior bankers and executives.
• Experience partnering with Product or Engineering, translating customer requirements and banking workflows into product improvements.
• Previous experience in B2B SaaS, fintech, or AI, particularly in customer-facing or solutions-oriented roles.

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 startup.
• 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, thoughtful, and kind.

Why Join Rogo?

• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.
• Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
• A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
• Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.
• Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.