Forward Deployed Banker

The role

You will work with strategic bank clients to drive adoption of AI capabilities across origination and trading workflows. You will map bank workflows, build AI into these processes, and provide product intelligence to influence the product roadmap.

What you will do

• Map bank workflows and find high-value insertion points
• Embed with client teams to document end-to-end workflows
• Build 9fin's AI into identified workflows using the company toolkit
• Drive adoption at served accounts by onboarding user cohorts and running enablement sessions
• Monitor active usage and address dormant seats
• Review adoption monthly with client champions and quarterly with senior sponsors
• Feed structured intelligence back to product and engineering teams
• Provide case studies and competitive intelligence to the GTM cycle
• Identify expansion opportunities for new users, use cases, or products

Required qualifications

• 3+ years of practitioner experience at a bank
• Fluency across end-to-end workflows in LevFin Origination, Direct Lending, CLO Structuring, or Bank corporate/transformation functions
• Demonstrably interested in technology applied to your domain
• Familiar with and hands-on with modern domain tooling such as Rogo, Hebbia, AlphaSense, or comparable AI-native platforms
• Comfortable operating inside confidential deal environments
• Strong communicator across styles and audiences
• Highly collaborative across a broad internal network
• Outcome-oriented

Nice to have

• Participation in an internal AI, data, or digital transformation working group
• External vendor champion or evaluation lead for domain tech
• Already moved to a technology company focused on banking or credit markets

Benefits

• Competitive Salary
• Equity Options
• 401(k) (9fin pays 3%, employee contributions are uncapped)
• Private Health Insurance, with Dental and Vision
• Paid sick leave
• Disability Insurance (New York)
• Commuter benefit
• 25 vacation days per year
• Local public holidays
• Work abroad for up to 3 months a year
• 1 month paid sabbatical after 5 years of service
• Enhanced parental leave & flexible working arrangements available

About the company

9fin is the AI platform powering global debt markets. The business powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors.