Level

Rogo

Forward Deployed, Asset Management

AI in this role

Guide top financial institutions in applying AI workflows and lead full-cycle client engagements as a Forward Deployed specialist at Rogo.

financial-researchinvestment-bankingsolutions-architectureclient-engagementproduct-demos

Why Rogo

Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.

This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.

What You Will Own

  • Rogo's Forward Deployed team consists of former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll lead full-cycle client engagements, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the "technical win," you'll drive the "financial win" by translating Rogo's capabilities into real impact across banking and investing use cases.

  • Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.

  • Establish yourself as a credible expert in solving customers' specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).

  • Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client's potential use cases.

  • Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types.

  • Act as the "Voice of the Customer," using your industry perspective to help the broader sales team develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.

  • Tailor the introduction of new solutions to specific customer needs.

  • Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs.

  • Conduct research and analysis on customers and competitors.

What You Will Need

  • 3+ years of front-office experience at a large asset manager.

  • Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.

  • Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.

  • Curiosity about AI's potential to transform financial services.

  • Sales or client-facing experience, including business development and/or experience directly managing institutional client matters and relationships.

Who You Are

  • You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.

  • You are ambitious. You have fun solving problems that others think are impossible.

  • You are curious. You find joy in learning about AI, technology, and finance.

  • You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.

  • You are collaborative, organized, thoughtful, and kind.

Why Join Rogo?

  • Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.

  • Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.

  • A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.

  • Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.

  • Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.

How we rate this

Forward Deployed, Asset Management at Rogo rates 70 out of 100 for how much of the daily work is AI. That makes it Works on AI (AI Level 3 of 4). The level is about AI in the job, not seniority.

Classification

Works on AI. The daily work is on AI products, without building the model.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

Prepare for this job

A free preview built only from this posting: what it asks for, what you could be asked in an interview, and how to adjust your resume.

Skills and AI tools this role asks for

Financial ResearchInvestment BankingSolutions ArchitectureClient EngagementProduct Demos

Questions you could be asked

  1. Tell me about a project where financial research was part of your work. What did you do?
  2. Tell me about a project where investment banking was part of your work. What did you do?
  3. Tell me about a project where solutions architecture was part of your work. What did you do?
  4. Tell me about a project where client engagement was part of your work. What did you do?
  5. Tell me about a project where product demos was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Financial Research, Investment Banking, Solutions Architecture, Client Engagement, and Product Demos. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them — a tool named with nothing behind it rarely survives a human read.
  • Show where AI is part of your daily process, not a one-off project — this role expects it to be a running habit.

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