Strategic Alliances Lead, AI for Finance

Fdetimes; New York (NY); On-site; USD 120,000 - 210,000; Full time

Job summary

Rogo is seeking a high-impact professional to drive engagements with top financial institutions, translating AI capabilities into measurable business value. You will lead end-to-end client work, tailor demos, and build consultative relationships across investor and deal teams.

You will work with executives to address workflow challenges, demonstrate ROI, and help shape product feedback, ensuring Rogo remains a trusted advisor in enterprise AI for finance.

Qualifications

• 3+ years of experience at a top-tier advisory or consulting practice serving financial institutions.
• Executive engagement with decision-makers and credibility at all levels.
• Excellent presentation and slide/demos delivery skills.
• Curiosity about AI's potential to transform financial services.
• Strong client-facing experience in deal or advisory contexts.

Responsibilities

• Lead full-cycle client engagements and tailor demos for investors and deal teams.
• Engage bankers and investors to understand workflow challenges and demonstrate AI value.
• Establish credibility as a trusted advisor addressing problems like M&A, research, and diligence workflows.
• Deliver product demos tailored to different financial firms and validate value through questions.
• Collaborate with marketing to create content resonating with bankers and investors.
• Act as Voice of the Customer to guide sales strategy and product feedback.
• Tailor introductions of new solutions to client needs.
• Elevate market perception of Rogo as credible and helpful in applying AI.

Skills

Strategic partnerships

Executive engagement

Client-facing

Presentations & demos

Curiosity about AI in finance

Job description

Rogo is seeking a high-impact professional to drive engagements with top financial institutions, translating AI capabilities into measurable business value. You will lead end-to-end client work, tailor demos, and build consultative relationships across investor and deal teams.

You will work with executives to address workflow challenges, demonstrate ROI, and help shape product feedback, ensuring Rogo remains a trusted advisor in enterprise AI for finance.