Forward Deployed, Wealth Management

AlleyCorp; New York (NY); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Early employee

LLM knowledge

Job summary

Rogo is seeking a results-driven Forward Deployed professional to lead client engagements with top banks and investment firms, translating AI capabilities into measurable financial impact. You will tailor demos, address workflow challenges, and partner with marketing and sales to advance product adoption.

Candidates bring 3+ years in private or brokerage wealth management, exceptional project management, and a hands-on, autonomous approach in a fast-paced startup.

Qualifications

• 3+ years experience in private and/or brokerage wealth management, ideally within a top-tier banking or private banking platform.
• Outstanding project management and communication skills; extremely organized, detail-oriented
• An action-oriented mindset that balances creative problem-solving with the scrappiness to deliver results

Responsibilities

• Lead full-cycle client engagements, building consultative relationships and tailoring demos for investors and deal teams.
• Engage with bankers/investors to understand workflow challenges and demonstrate the value of AI solutions.
• Establish credibility in solving customers' problems (e.g., financial research, M&A advisory, diligence workflows).
• Lead product demonstrations tailored to the context of various financial firms and use cases.
• Partner with marketing to develop content for bankers/investors tailored to their practice areas.
• Act as the Voice of the Customer to assist sales and product teams with customer feedback.
• Tailor the introduction of new solutions to specific customer needs and opportunities.

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 Will Own

• Rogo's Forward Deployed team consists of former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll lead full-cycle client engagements, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the "technical win", you'll drive the "financial win" by translating Rogo's capabilities into real impact across banking and investing use cases.

• 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 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.

What You Will Need

• 3+ years experience in private and/or brokerage wealth management, ideally within a top-tier banking or private banking platform

• Outstanding project management and communication skills; extremely organized, detail-oriented

• An action-oriented mindset that balances creative problem-solving with the scrappiness to ultimately deliver results

Bonus

• Early employee at a hyper-growth startup.

• LLM knowledge (can you explain how a transformer works?)

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.