Wealth AI Solutions Architect Frontline Finance Engagements

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

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.