AI Strategist, Financial Services

We are seeking an AI Strategist, Financial Services to join our Applied AI team. As an AI Strategist, you will be the subject matter expert who makes our AI platform real for investment professionals. You will own strategic customer engagements end-to-end, leading discovery, defining what to build, demonstrating frontier capabilities against real investment workflows, and driving deployments from first conversation through production and expansion.

Responsibilities:

• Lead discovery with banks, PE firms, hedge funds, and asset managers
• Define scope and own success metrics, pilot design, and commercial structure
• Drive deployment and rollout across front-office teams
• Build and deliver compelling, workflow-specific demonstrations
• Prototype workflows, skills, and connector configurations hands-on
• Run pilots and evaluations that hold up to scrutiny
• Translate how deal teams, research desks, and portfolio managers actually work into product priorities
• Assess market data, filings, transcripts, and research integrations
• Codify repeatable engagement patterns
• Own senior relationships with investment professionals and technology leaders
• Create urgency and write crisp follow-ups

Qualifications:

• 3+ years of direct experience in investment banking, private equity, hedge funds, equity research, or institutional asset management
• 6+ years of total experience spanning finance and technical GTM, sales engineering, solutions architecture, AI product strategy, or applied AI
• Deep fluency in front-office workflows
• Strong intuition for AI products, agents, and workflows
• Comfortable working with Forward Deployed Engineers and technical teams
• Demonstrated ability to turn ambiguous customer problems into scoped, executable deployment plans
• Strong commercial instincts and comfort operating with MDs, partners, PMs, CIOs, and CTOs
• Excellent written and verbal communication

Nice-to-Haves:

• Hands-on experience building with agentic systems, tool-use workflows, MCP, or LLM APIs
• Working knowledge of institutional data platforms
• Experience selling or deploying technology into regulated financial institutions
• Founder or early-startup operating experience
• Strong network across buy-side and sell-side institutions