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Forward Deployed, Asset Management (EMEA)

Rogo· Advisory
Apply on company site
New York CityFull-timePosted 5d ago

About the role

Position focused on leading full-cycle client engagements and translating AI capabilities into financial value for top investment banks, asset managers, and investment firms. On-site in New York City, full-time, within the Advisory department.

Responsibilities

  • Lead full-cycle client engagements for financial institutions, building consultative relationships and tailoring demos
  • Engage with bankers/investors to understand workflow challenges and demonstrate value of Rogo's AI solutions
  • Establish credibility as an expert in solving customers' problems (e.g., financial research, M&A, diligence workflows)
  • Lead product demonstrations tailored to various financial firms and use cases
  • Collaborate 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
  • Enhance market perception of Rogo as credible and helpful in applying AI to finance
  • Conduct research and analysis on customers and competitors

Qualifications

  • 3+ years of front-office experience at a large asset manager
  • Executive engagement skills with ability to build relationships with decision-makers
  • Outstanding presentation skills (whiteboard, presentations, demos)
  • Curiosity about AI's potential in financial services
  • Sales or client-facing experience including business development or managing institutional client relationships

Skills

Required:Front-office asset management experienceExecutive engagementPresentation and demo deliverySales / client-facing experience
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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