Advisory, Wealth Management

Job description

Why Rogo Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them. This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global 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 Rogo’s mission. We 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. WHAT YOU WILL OWN As a member of Rogo's Advisory team, you'll manage our major partnerships and help the biggest financial firms in the world create and implement their AI strategies. The position will report directly to our founders and work closely with other team members to ensure goals and objectives are aligned. - Building and executing strategies for working with our enterprise partners: training their teams, setting up joint operations, and keeping everyone aligned. - Handling the whole partnership life cycle, from getting started together to expanding and renewing our collaborations. - Acting as the voice of the customer – understanding the explicit and implicit business needs across the enterprises we partner with. - Leveraging your deep understanding of financial services workflows to develop joint solutions with our customers and make sure Rogo’s benefits are clearly communicated. - Teaming up with Rogo's engineering, product, and GTM teams to deliver these solutions. - Figuring out how to track and measure our success together, setting up key performance indicators and reports. - Building strong, lasting relationships with important people at our partner organizations and making sure their needs are met. - Help land multi-million dollar contracts and steer Generative AI strategy for the world’s biggest financial services firms. - Ensure amazing user experiences by working hands-on with users. - Directly change the nature of work in a $1T+ industry. - Tackle unsolved product and engineering problems, including the hardest in the world, relevant to LLMs in production. WHAT YOU WILL NEED - 3+ years experience in private and/or brokerage wealth management, ideally within a top-tier banking or private banking platform - Outstanding project management and communication skills; extremely organized, detail-oriented - An action-oriented mindset that balances creative problem-solving with the scrappiness to ultimately deliver results Bonus - Early employee at a hyper-growth startup. - LLM knowledge (can you explain how a transformer works?) WHO YOU ARE - 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. WHY JOIN ROGO? - Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous. - Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance. - A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale. - Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work. - Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.