Financial AI Strategist

Position Overview

• Location Type: Remote
• Job Type: Full-Time
• Salary: Not provided

Rogo is building AI partners to make people smarter and more creative, accelerating the creation and sharing of knowledge in financial services. They are building the biggest Financial AI company in the world and are experiencing strong PMF with leading investment banks, hedge funds, and private equity firms. The team is lean, smart, and ambitious, and is growing rapidly out of their NYC office.

Requirements

• Experience as an ex-banker or investor from a top-tier financial institution.
• Strong understanding of financial services workflows (e.g., public company financial research, M&A advisory, company diligence workflows).
• Ability to establish credibility and build consultative relationships with investment banks, hedge funds, and private equity firms.
• Excellent communication and presentation skills.

Responsibilities

• Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges.
• Explain and demonstrate the value of Rogo’s AI solutions to address those challenges.
• Establish yourself as a credible expert in solving customers’ specific problems.
• Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value.
• Partner with the marketing team to develop content that resonates with bankers/investors.
• Conduct large and small group sessions and one-to-one conversations to educate clients on Rogo’s value.

Application Instructions

• Not provided

Company Information

• Company: Rogo
• Industry: Financial AI
• Mission: To make people smarter and more creative through AI, accelerating the creation and sharing of knowledge in financial services.
• Current Traction: Strong PMF with leading financial institutions.
• Team Culture: Lean, smart, and ambitious.