Financial AI Strategist

Finance is the engine of the global economy. It decides which ideas get built, which companies rise, and how resources are allocated. Yet it runs on slow tools and outdated technology.

Our mission is to transform finance. We're building the AI analyst that makes every banker, investor, and executive smarter, faster, and more creative. When finance works better, capital flows more efficiently, innovation accelerates, and progress compounds across the entire economy. We're not building generic AI. We are purpose-built for financial services, already working with the world's largest banks, hedge funds, and private equity firms. Ten years from now, every financial institution will run on Rogo.

What You Will Own

Rogo's Financial AI Strategists are 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 client engagements from pre-sale through up-sell, 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 to 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

Who You Are

Why Join Rogo?