Front Office Banking AI Consultant (Finance & M&A)

Fdetimes; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

Rogo is redefining finance workflows by delivering AI that accelerates decision making for top investment banks, private equity funds, and investment firms. We are seeking a results-driven professional to own end-to-end engagements, tailor demonstrations, and translate capabilities into measurable financial wins across banking and investing use cases.

You will collaborate with bankers and investors, demonstrate value through tailored demos, and help shape the product roadmap with customer

Qualifications

• 3+ years experience in a front office finance position — specifically corporate banking and/or commercial banking.
• 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

Responsibilities

• Lead full-cycle client engagements with top financial institutions.
• Build consultative relationships and tailor demos for investors and deal teams.
• Translate capabilities into real impact across banking and investing use cases.
• Address workflow challenges and demonstrate the value of AI solutions.
• Develop customer-facing content with marketing to resonate with bankers and investors.
• Act as the Voice of the Customer to help strategy and product teams.
• Tailor introductions of new solutions to client needs and markets.
• Synthesize customer feedback for product roadmaps in a financial services context.
• Conduct research and analysis on customers and competitors.

Job description

Rogo is redefining finance workflows by delivering AI that accelerates decision making for top investment banks, private equity funds, and investment firms. We are seeking a results-driven professional to own end-to-end engagements, tailor demonstrations, and translate capabilities into measurable financial wins across banking and investing use cases.

You will collaborate with bankers and investors, demonstrate value through tailored demos, and help shape the product roadmap with customer