Advisory Associate

Why Rogo

At Rogo, we are building Wall Street's first true AI analyst. Our mission is to empower finance professionals at the world’s top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We are not just improving financial workflows; we are redefining them from the ground up.

This is a unique opportunity to join a generational company at a key inflection point. With a rapidly growing client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to the mission. We operate with intensity, take ownership of complex problems, and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.

Rogo's Advisory function is a team former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You’ll lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the “technical win,” you’ll drive the “financial win” by translating Rogo’s capabilities into real impact across banking and investing use cases.

• Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.

• Establish yourself as a credible expert in solving customers’ specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).

• Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client’s potential use cases.

• Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types. 

• Act as the “Voice of the Customer,” using your industry perspective to help the broader sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.

• Tailor the introduction of new solutions to specific customer needs. 

• Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs. 

• Conduct research and analysis on customers and competitors.

• 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund

• Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.

• Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.

• Curiosity about AI’s potential to transform financial services.

• Sales or LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships.

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.

• You are ambitious. You have fun solving problems that others think are impossible.

• You are curious. You find joy in learning about AI, technology, and finance.

• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.

• You are collaborative, organized, thoughtful, and kind.

• Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms.

• World-class team: we take talent density seriously. We like working with incredibly smart, driven people.

• Velocity: we work fast, which means you learn a lot and constantly take on more.

• Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what's possible, and inventing the future.

• Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing finance works.