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Lead client engagements to help financial institutions integrate AI into their workflows and long-term strategies. Act as the voice of the customer by translating financial use cases into product feedback and tailored demonstrations.
Requires over 3 years of equity research experience and a proven track record of executive engagement and client relationship management. Candidates must possess strong presentation skills and a deep curiosity about AI's application in finance.
Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.
This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.
Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.
Rogo's Advisory function is a team of former bankers, investors, and research analysts who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You’ll lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with research analysts and investors. Similar to how Solutions Architects secure the “technical win,” you’ll drive the “financial win” by translating Rogo’s capabilities into real impact across equity research and investment management use cases.
Engage with research analysts/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.
Establish yourself as a credible expert in solving customers’ specific problems (e.g., sector and company coverage, earnings analysis, initiations of coverage, valuation, and investment thesis development).
Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client’s potential use cases.
Partner with the marketing team to develop content that will resonate with research analysts/investors, tailored to the unique needs of their coverage universe and publishing workflows.
Act as the “Voice of the Customer,” using your industry perspective to help the broader sales team to develop and implement more effective strategies and 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 uniquely credible, substantive, and helpful in applying its AI solutions to make research analysts/investors better at their jobs.
Conduct research and analysis on customers and competitors.
3+ years of sell-side equity research experience
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 investor-facing experience, including business development and/or directly managing relationships with buy-side clients, portfolio managers, or institutional investors.
You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.
You are ambitious. You have fun solving problems that others think are impossible.
You are curious. You find joy in learning about AI, technology, and finance.
You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.
You are collaborative, organized, thoughtful, and kind.
Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.
Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.
Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.
The AI platform for finance.
Rogo is the purpose-built AI platform for finance.
Offices: New York, NY, US
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