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Rogo is an enterprise AI platform transforming financial workflows at top investment banks, private equity funds, and asset managers. The Advisory team consists of former investment professionals who guide financial institutions on AI adoption strategy and implementation.
In this role, you will lead client engagements across the full sales cycle—from pre-sale discovery through expansion—building consultative relationships with portfolio managers, research analysts, and investment teams at large asset managers. You'll serve as the bridge between Rogo's AI capabilities and the real-world workflows of investment professionals, similar to how a Solutions Architect drives the technical win, but focused on the investment impact.
Key responsibilities include:
- Engage with portfolio managers and research analysts at existing and prospective customers to understand workflow challenges and demonstrate how Rogo's AI solutions address them
- Establish credibility as an expert in solving investment-specific problems (equity/credit research, diligence, earnings analysis, idea generation)
- Lead customized product demonstrations that validate use cases and showcase relevant features for each prospect's asset class and strategy
- Partner with marketing to develop thought leadership content resonating with investment professionals
- Act as Voice of the Customer, synthesizing feedback to inform sales strategy and product development from an asset management perspective
- Conduct competitive and customer research to inform market positioning
You bring 2+ years of front-office experience at a large asset manager (research analyst, associate, or equivalent investment role), strong executive presence and relationship-building skills, outstanding presentation abilities, and prior sales or client-facing business development experience. You're ambitious, curious about AI's potential in finance, autonomous, and thrive in fast-paced startup environments. You care deeply about solving complex problems and building credible, lasting client relationships.
