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Forward Deployed, Sales & Trading

Rogo· Advisory
Apply on company site
New York City$115k - $200k + equity + bonusFull-timePosted 3mo ago

About the role

Role focused on leading full-cycle client engagements for applying AI in front-office finance, translating capabilities into financial impact for bankers and investors.

Responsibilities

  • Lead full-cycle client engagements, building consultative relationships and tailoring demos for investors and deal teams.
  • Engage with bankers/investors to understand workflow challenges and demonstrate value of Rogo's AI solutions.
  • Establish credibility in solving customer problems (e.g., public company financial research, M&A advisory, diligence workflows).
  • Lead product demonstrations tailored to financial firms and validate ROI and use cases.
  • Partner with marketing to develop content for bankers/investors.
  • Act as the Voice of the Customer to inform sales strategy and product feedback.
  • Tailor introductions of new solutions to customer needs.
  • Advance market perception of Rogo as credible and helpful in applying AI to finance.
  • Conduct research and analysis on customers and competitors.

Qualifications

  • 5+ years experience in a front office finance position, specifically sales & trading
  • Outstanding project management and communication skills; highly organized and detail-oriented
  • Action-oriented mindset balancing creative problem-solving with execution capability

Skills

Required:Front office finance experienceClient engagement and relationship managementProduct demonstrations and storytelling

Benefits

  • Equity
  • Bonus
  • Comprehensive medical, dental, and vision coverage
  • Paid time off
Last updated Oct 22, 2026. Interested? Apply on the company site.

About Rogo

Secure AI for Finance Professionals

Rogo is the secure generative AI platform built for elite financial institutions. Save time, unlock insights and automate workflows in days.

AIFinanceData SecurityAutomation
Company profileWebsite

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