Strategic AI Advisor for Finance

Rogo; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Rogo is seeking an Advisory professional to guide top financial institutions on applying AI in day-to-day workflows and long-term strategy. You will lead engagements from pre-sale to up-sell, translating Rogo's capabilities into tangible outcomes for clients.

You will drive product demonstrations, tailor strategies to client needs, and collaborate with marketing to create resonant content. This role requires executive presence and a passion for AI in finance.

Qualifications

• 3+ years of experience in corporate development, corporate strategy, and/or business development at a large-scale corporation (e.g., Disney).
• Executive engagement with key decision-makers and credibility across levels.
• Outstanding presentation skills for whiteboard sessions, demos, and formal presentations.
• Curiosity about AI's potential to transform financial services.
• Experience working cross-functionally with senior internal and external stakeholders.

Responsibilities

• Lead client engagements from pre-sale through up-sell, translating capabilities into business impact.
• Demonstrate and tailor demos to resonate with bankers and investors across use cases.
• Partner with marketing to develop content that addresses client needs.
• Act as the Voice of the Customer to inform product strategy and sales tactics.
• Tailor introductions of new AI solutions to specific client needs.
• Conduct research on customers and competitors.

Skills

Executive engagement

Presentation skills

Cross-functional collaboration

Curiosity about AI

Ownership & accountability

Job description

Rogo is seeking an Advisory professional to guide top financial institutions on applying AI in day-to-day workflows and long-term strategy. You will lead engagements from pre-sale to up-sell, translating Rogo's capabilities into tangible outcomes for clients.

You will drive product demonstrations, tailor strategies to client needs, and collaborate with marketing to create resonant content. This role requires executive presence and a passion for AI in finance.