Financial AI Strategist

February 15

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

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Rogo

WebsiteLinkedInAll Job Openings

Bespoke Generative AI for financial services.

11 - 50 employees

💰 $7M Seed Round on 2024-02

📋 Description

• Rogo's financial AI strategists are ex-bankers and investors from top-tier financial institutions who leverage their experience to guide and partner with investment banks, hedge funds, and private equity firms. • Your role is pivotal in helping firms understand AI's specific day-to-day use cases and longer-term potential, partnering with both the sales and post-sales teams. • You will own client engagements pre-sale through up-sell, building consultative relationships. • Financial AI strategists secure the “financial win” by performing in-depth customer discovery and education on Rogo's solutions through targeted meetings and demos.

🎯 Requirements

• 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund • Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels. • Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos. • Curiosity about AI’s potential to transform financial services. • Sales or LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships.

🏖️ Benefits

• Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms. • World-class team: we take talent density seriously. We like working with incredibly smart, driven people. • Velocity: we work fast, which means you learn a lot and constantly take on new challenges. • Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of published research, redefining what's possible, and inventing the future. • Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing how you discover, create, and share knowledge.