Advisory

Enterprise AI platform for financial institutions, providing agentic research, analysis, workflow automation, and client-ready deliverables.

New York, NY, United States
About Rogo

Rogo builds bespoke, enterprise-grade AI systems for financial workflows, including research, analysis, modeling, reporting, and deal work. Its platform emphasizes financial-domain models, integrated firm and market data, auditability, governance, and security.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will manage major enterprise partnerships and help financial firms create and implement AI strategies. You will oversee the full partnership lifecycle, understand customer needs, develop joint solutions, measure success, and build lasting stakeholder relationships.

Requirements

  • 4+ years of experience in a front-office finance role
  • Project management
  • Communication
  • Organization
  • Attention to detail
  • Creative problem-solving

Responsibilities

  • Build and execute strategies for enterprise partnerships
  • Train partner teams and establish joint operations
  • Manage partnerships from onboarding through expansion and renewal
  • Identify explicit and implicit customer business needs
  • Develop joint solutions based on financial services workflows
  • Partner with Engineering, Product, and GTM to deliver solutions
  • Define key performance indicators and success reporting
  • Build lasting relationships with partner stakeholders
  • Support multi-million-dollar contracts and generative AI strategy
  • Work hands-on with users to ensure strong experiences
Advisory at Rogo | JobStash