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Forward Deployed Banker

9fin· Product Management
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New York$128k - $173kFull-timePosted 2mo ago

About the role

Forward Deployed Banker at 9fin; you work with strategic bank clients to drive adoption of AI-enabled workflows in origination, structuring, syndication, and trading, shaping product direction from field insights.

Responsibilities

  • Map bank workflows and find the highest-value insertion points. Embed with client teams to document how origination, structuring, syndication, and trading work end-to-end. Identify the three to five places where 9fin's AI can materially change the workflow. Co-author adoption success criteria with the client, tied to their business outcomes.
  • Build 9fin's AI into those workflows. Take the identified insertion points and build them out using 9fin's toolkit: in-platform capabilities, MCP integrations, agents, and future capabilities as they ship. Weighted by workflow depth, not count. Iterate based on real usage behaviour, not intended usage.
  • Drive adoption at your served accounts. Onboard named user cohorts, run enablement sessions with power users, identify and support champions inside the client. Monitor active usage and address dormant seats before they become churn signals. Review adoption monthly with client champions and quarterly with senior sponsors.
  • Feed the field back into 9fin. Every deployment produces structured intelligence, fed to two consumers. First, product and engineering: prioritised requests tied to specific account and workflow context, patterns extracted across deployments. Second, the wider GTM cycle: case studies, demo assets, workflow evidence, and competitive intelligence that sharpen the next GTM cycle.
  • Spot expansion. Identify opportunities inside served accounts for new users, new use cases, new departments, or new products. Document with context and hand to Account Management for commercial follow-up.

Qualifications

  • - 3+ years of practitioner banking experience across end-to-end workflows (LevFin Origination, Direct Lending, CLO Structuring) or equivalent transformation roles in leveraged finance
  • - Domain expertise with hands-on experience, not just data a to b
  • - Strong communication skills across analysts, associates, MDs and desk heads
  • - Collaborative, cross-functional mindset with GTM, Product, Engineering
  • - Outcome-oriented with focus on actual platform usage by clients

Skills

Required:LevFin OriginationDirect LendingCLO StructuringAI/Tech in Banking

Benefits

  • Competitive Salary: $128,000-$173,000
  • Equity Options
  • 401(k) with 3% company contribution
  • Private Health Insurance with Dental and Vision
  • Paid sick leave
  • Disability Insurance (New York)
  • Commuter benefit
  • 25 vacation days per year
  • Local public holidays
  • Work abroad for up to 3 months a year
  • 1 month paid sabbatical after 5 years of service
  • Enhanced parental leave & flexible working arrangements
  • Professional learning and development budget
  • Bi-annual team socials
  • Summer and Winter company events
  • Hybrid policy with office Tuesdays and Wednesdays from Jan 2027, flexibility rest of week
Last updated Oct 14, 2026. Interested? Apply on the company site.
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About 9fin

Faster, smarter, debt market intelligence

9fin is a leading provider of debt market intelligence and offers everything you need to analyse a credit, or win a mandate in one AI-powered platform

Debt Market IntelligenceDataAnalyticsCredit AnalysisFinancial Data
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