Forward Deployed, Wealth Management

The role

You will guide financial institutions on applying AI to their workflows and long-term strategy. You will lead client engagements, conduct product demonstrations, and translate Rogo's capabilities into financial impact.

What you will do

• Engage with bankers and investors to understand and address workflow challenges.
• Explain and demonstrate the value of Rogo's AI solutions.
• Establish expertise in solving specific customer problems like M&A advisory and company diligence.
• Lead tailored product demonstrations to validate value for prospective clients.
• Partner with the marketing team to develop content for bankers and investors.
• Act as the Voice of the Customer to help the sales team develop strategies.
• Synthesize customer feedback for the product team through a financial services lens.
• Tailor the introduction of new solutions to specific customer needs.
• Further the market perception of Rogo as a credible provider of AI solutions.
• Conduct research and analysis on customers and competitors.

Required 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 ultimately deliver results

Nice to have

• Early employee at a hyper-growth startup
• LLM knowledge (can you explain how a transformer works?)

About the company

Rogo aims to transform global finance by empowering professionals at investment banks, private equity funds, and investment firms with AI. The company is scaling quickly and defining a new category of enterprise AI.