# AI Strategist, Financial Services

**Company**: Perplexity
**Location**: San Francisco, California
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $215K - $250K
**Category**: Sales
**Industry**: Finance

**Apply**: https://jobs.ashbyhq.com/Perplexity/31dfcb60-a0df-4983-b3a4-d653cdc0aa8f?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/ai-strategist-financial-services-4313888e-746/

## Description

Perplexity is building the AI platform for professional finance, focusing on accuracy and trustworthiness. As an AI Strategist on the Applied AI team, you will work closely with buyside firms to distill their core investment processes and embed them into bespoke solutions.

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

- Run pilots and evaluations

- Translate how deal teams work into product priorities

- Assess market data integrations and drive roadmap

- Codify repeatable engagement patterns

- Own senior relationships with investment professionals

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 engineers and technical teams

- Demonstrated ability to turn ambiguous customer problems into scoped plans

- Strong commercial instincts and excellent communication skills

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## Skills

### Required
- AI
- financial services
- investment banking
- private equity
- hedge funds
- equity research
- institutional asset management
- sales engineering
- solutions architecture
- AI product strategy
- applied AI

### Nice to have
- agentic systems
- tool-use workflows
- MCP
- LLM APIs
- institutional data platforms
- FactSet
- Bloomberg
- S&P Capital IQ
- PitchBook
- Morningstar

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Source: [Apply at jobs.ashbyhq.com](https://jobs.ashbyhq.com/Perplexity/31dfcb60-a0df-4983-b3a4-d653cdc0aa8f?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)