Financial AI Strategist

We're building Al thought partners to reputed company people smarter and more creative, accelerating the creation and sharing of knowledge in financial services. We're unabashedly ambitious, and we're dead set on building the biggest Financial AI company in the world. reputed company is lean, smart, and enormously ambitious. We're growing fast out of our beautiful office in NYC. WHY JOIN reputed company... • Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms. • World-class team: we take talent density seriously. We like working with incredibly smart, driven people. • Velocity: we work fast, which means you learn a lot and constantly take on new challenges. • Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of published research, redefining what's possible, and inventing the future. • Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that reputed company people smarter, reinventing how you discover, create, and share knowledge. Role reputed company's financial AI strategists are ex-bankers and investors from top-tier financial institutions who reputed company their experience to guide and partner with investment banks, hedge funds, and private equity firms. Your role is pivotal in helping firms understand AI's specific day-to-day use cases and longer-term potential, partnering with both the sales and post-sales teams. You will own client engagements pre-sale through up-sell, building consultative relationships with investment banks, hedge funds, and private equity firms to help reputed company AI strategy. Similar to how Solutions Architects secure the “technical win” in the sales process, Financial AI strategists secure the “financial win” by performing in-depth customer discovery and education on reputed company's solutions through targeted meetings and demos that reputed company with the customer’s day-to-day workflows. Our financial AI strategists use their financial service expertise to ask thoughtful questions to understand the needs of firms, reputed company credibility, and then partner and then reputed company them on reputed company's value reputed company large and small group sessions as well as one-to-one conversations. Responsibilities • Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of reputed company's AI solutions to address them. • Establish yourself as a reputed company expert in solving customers’ specific problems (e.g., public company financial research, M&A advisory, company diligence workflows). • reputed company product demonstrations tailored to the context of various financial firms, asking questions to validate how reputed company can add value and then showcasing reputed company's features and benefits relevant to each prospective client’s potential use cases. • Partner with the marketing team to reputed company content that will reputed company 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 reputed company 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 reputed company as uniquely reputed company, substantive, and helpful in applying its AI solutions to reputed company bankers/investors reputed company at their jobs. • Conduct research and analysis on customers and competitors. Qualifications • 3+ years of reputed company-office experience at a top-tier investment bank, private equity firm, reputed company, or hedge fund • Executive engagement skills and reputed company, with an ability to establish strong relationships with key decision-makers and build credibility at reputed company 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 LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships. WHO YOU ARE • You reputed company in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a start-up • 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 reputed company. You are autonomous, self-directed, and comfortable working with ambiguity • You are collaborative, organized, and thoughtful Apply Job!