Forward Deployed Banker 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.
Funding history
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.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will deploy AI solutions across financial institutions and create measurable customer value. You will develop expertise in leading LLMs and the product, understand financial and legal workflows, advise customer stakeholders, identify growth opportunities, and improve scalable post-sales processes.
Requirements
- Bachelor's degree in Finance, Economics, Computer Engineering, Pre-Law, or a related field
- 1-5 years of client-facing experience in finance, professional services, or corporate finance
- Experience with leading LLM models and tools
Responsibilities
- Develop expertise in leading LLMs and product features
- Understand banking, financial, and legal workflows
- Advise customer stakeholders on AI value
- Identify and capture customer value and growth opportunities
- Improve internal post-sales processes and workflows
- Resolve complex customer and product problems
Benefits
- Unlimited PTO
- Medical insurance
- Dental insurance
- Vision insurance
- 401K
- Wellness benefits
- Catered daily lunch
- DoorDash dinner credit
- Parental leave
- $15k lifetime fertility benefit
- Equity grant