AI Strategist Financial Services

Skills

About the Role

You will lead discovery, define solution scope, success metrics, pilots, and commercial structures for financial-services customers. You will demonstrate and prototype workflows, skills, and connector configurations; run evaluations; translate investment workflows into product priorities; create deployment playbooks; and advance engagements through qualification, proposal, pricing, legal, close, and expansion.

Requirements

• 3+ years of direct experience in investment banking, private equity, hedge funds, equity research, or institutional asset management
• 6+ years of total experience in finance and technical go-to-market, sales engineering, solutions architecture, AI product strategy, or applied AI
• Financial modeling
• Investment memorandum writing
• Front-office workflow knowledge
• AI products
• Agent workflows
• Technical systems
• Customer deployment planning
• Commercial sales
• Written and verbal communication

Responsibilities

• Lead discovery with financial-services customers and identify workflows to automate
• Define solution scope, success metrics, pilot design, and commercial structure
• Drive deployment and rollout across front-office teams
• Build and deliver workflow-specific demonstrations
• Prototype workflows, skills, and connector configurations
• Run pilots and evaluations
• Translate investment workflows into product, connector, and data-partnership priorities
• Assess data integrations and drive roadmap priorities
• Create discovery templates, reference workflows, demo libraries, and deployment playbooks
• Own senior customer relationships and advance engagements through qualification, proposal, pricing, legal, and close

Benefits

• Equity
• Health insurance
• Dental insurance
• Vision insurance
• Retirement benefits
• Fitness benefits
• Commuter account
• Dependent care account
• Region-tailored benefits for full-time international employees