AI Strategist

Hebbia is an AI platform for institutional finance that lets teams use AI agents to research, analyze, and produce work across complex document and data sets.

New York, United States
About Hebbia

Hebbia provides institutional-intelligence software for financial organizations. Its Max and Matrix products support agentic research, analysis, and traceable workflows across firm data and external financial sources.

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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 strategically deploy the platform at global financial institutions and create measurable customer value. You will develop expertise in LLMs and product capabilities, understand banking, financial, and legal workflows, and act as a trusted AI advisor. You will identify expansion opportunities, improve scalable post-sales processes, and solve complex customer and product problems independently.

Requirements

  • Bachelor’s degree, preferably in Finance, Economics, Computer Engineering, or Pre-Law
  • 1–5 years of client-facing experience in relevant financial services, professional services, or corporate finance roles; relevant internships may be considered for recent graduates
  • Demonstrated ownership, outperformance, value creation, and expanded responsibilities
  • Experience and comfort with leading LLM models and tools

Responsibilities

  • Develop expertise in leading LLMs and product features
  • Apply AI to complex professional workflows
  • Develop deep knowledge of banking, financial, and legal workflows
  • Understand customer stakeholders and serve as a trusted AI advisor
  • Identify customer value and drive commercial expansion
  • Define and improve scalable internal processes and workflows
  • Distill complex problems and deliver actionable solutions

Benefits

  • Competitive equity