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Lead strategic engagements with financial institutions to translate complex investment workflows into bespoke AI solutions on the Perplexity platform. Drive the end-to-end commercial process from discovery and technical prototyping to production and revenue expansion.
Requires at least 3 years of direct experience in high-finance roles and 6+ years of total experience across finance and technical GTM or AI strategy. Candidates must possess deep fluency in front-office workflows and the ability to bridge the gap between investment professionals and engineering teams.
Perplexity is an AI-powered answer engine founded in December 2022 and growing rapidly as one of the world's leading AI platforms. Perplexity has raised over $1B in venture investment from some of the world's most visionary and successful leaders, including Elad Gil, Daniel Gross, Jeff Bezos, Accel, IVP, NEA, NVIDIA, Samsung, and many more. Our objective is to build accurate, trustworthy AI that powers decision-making for people and assistive AI wherever decisions are being made.
Throughout human history, change and innovation have always been driven by curious people. Today, curious people use Perplexity to answer more than 780 million queries every month—a number that's growing rapidly for one simple reason: everyone can be curious.
Perplexity is building the AI platform for professional finance: Perplexity Computer, our agentic platform that navigates tools, completes multi-step workflows, and connects to the market data, filings, transcripts, and research that investment professionals already rely on, and our API Platform, which powers search, retrieval, and automation across structured and unstructured financial data.
At the center of this is our Applied AI / Forward Deployed motion: we work closely with buyside firms—hedge funds, private equity, and asset managers—to distill their core investment processes and embed them into bespoke solutions built on our platform. That means sitting with analysts and PMs to understand how they screen, diligence, monitor, and decide, then translating those workflows into custom skills, agents, and connector configurations that run inside their daily process—and feeding what we learn back into the product so it compounds across customers.
As an AI Strategist on our Applied AI team focused on financial services, you are the subject matter expert who makes this real for investment professionals. This is a commercial and sales engineering role: you will own strategic customer engagements end to end—leading discovery, defining what to build, demonstrating frontier capabilities against real investment workflows, and driving deployments from first conversation through production and expansion. You are part customer owner, part product strategist, part sales engineer—fluent in both the language of the deal team and the language of the platform.
Lead discovery with banks, PE firms, hedge funds, and asset managers: what matters to the investment team, what problems they are solving, and which workflows are worth automating
Define scope—what is the right thing to build—and own success metrics, pilot design, and commercial structure
Drive deployment and rollout across front-office teams, with real revenue responsibility alongside Sales
Build and deliver compelling, workflow-specific demonstrations: screening, comps, diligence, earnings analysis, research synthesis, portfolio monitoring
Prototype workflows, skills, and connector configurations hands-on in Perplexity Computer and the API Platform to prove value in the customer's own use cases
Run pilots and evaluations that hold up to scrutiny from skeptical analysts and PMs
Translate how deal teams, research desks, and portfolio managers actually work into product, connector, and data-partnership priorities
Assess whether we have the right market data, filings, transcripts, and research integrations to serve each finance sub-vertical—and drive the roadmap where we do not
Codify repeatable engagement patterns: discovery templates, finance-specific reference workflows, demo libraries, and deployment playbooks
Own senior relationships with investment professionals and technology leaders; move engagements through qualification, scoping, proposal, pricing, legal, and close
Create urgency, write crisp follow-ups, and know when to push and when to wait
3+ years of direct experience in investment banking, private equity, hedge funds, equity research, or institutional asset management—you have built models, written memos, and lived the workflows you will now automate
6+ years of total experience spanning finance and some combination of technical GTM, sales engineering, solutions architecture, AI product strategy, or applied AI with customer exposure
Deep fluency in front-office workflows: screening, comps, diligence, earnings, research synthesis, portfolio construction and monitoring
Strong intuition for AI products, agents, and workflows, with the ability to understand technical systems without needing every detail pre-digested
Comfortable working shoulder-to-shoulder with Forward Deployed Engineers and technical teams: scoping builds together, pairing on prototypes, and translating customer requirements into engineering-ready specs
Demonstrated ability to turn ambiguous customer problems into scoped, executable deployment plans with clear success metrics
Strong commercial instincts and comfort operating with MDs, partners, PMs, CIOs, and CTOs
Excellent written and verbal communication; able to write proposals, customer memos, technical scopes, and launch narratives
High agency and low ego, with the ability to run multiple complex customer workstreams in parallel and make progress before the playbook exists
Hands-on experience building with agentic systems, tool-use workflows, MCP, or LLM APIs
Working knowledge of institutional data platforms: FactSet, Bloomberg, S&P Capital IQ, PitchBook, Morningstar, or similar
Experience selling or deploying technology into regulated financial institutions, including security and compliance review
Founder or early-startup operating experience
Strong network across buy-side and sell-side institutions
If you're excited about this role, we encourage you to apply even if your experience doesn't match every qualification listed above.
The most powerful answer engine. Powering curiosity with answers backed by up-to-date sources. This is where knowledge begins.
Offices: 115 Sansome St, Suite 900, San Francisco, California 94104, US
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