AI Strategist, Financial Services

Responsibilities

• Own strategic financial-services engagements
• Lead discovery with banks, PE firms, hedge funds, and asset managers: what matters to the investment team, what problems they are solving, and which workflows are worth automating
• Define scope—what is the right thing to build—and own success metrics, pilot design, and commercial structure
• Drive deployment and rollout across front-office teams, with real revenue responsibility alongside Sales
• Be the demo and technical proof engine
• Build and deliver compelling, workflow-specific demonstrations: screening, comps, diligence, earnings analysis, research synthesis, portfolio monitoring
• Prototype workflows, skills, and connector configurations hands-on in Perplexity Computer and the API Platform to prove value in the customer's own use cases
• Run pilots and evaluations that hold up to scrutiny from skeptical analysts and PMs
• Bring domain judgment to the product
• Codify repeatable engagement patterns: discovery templates, finance-specific reference workflows, demo libraries, and deployment playbooks
• Operate as the commercial lead
• Create urgency, write crisp follow-ups, and know when to push and when to wait

Qualifications

• 3+ years of direct experience in investment banking, private equity, hedge funds, equity research, or institutional asset management—you have built models, written memos, and lived the workflows you will now automate
• 6+ years of total experience spanning finance and some combination of technical GTM, sales engineering, solutions architecture, AI product strategy, or applied AI with customer exposure
• Deep fluency in front-office workflows: screening, comps, diligence, earnings, research synthesis, portfolio construction and monitoring
• Strong intuition for AI products, agents, and workflows, with the ability to understand technical systems without needing every detail pre-digested
• Comfortable working shoulder-to-shoulder with Forward Deployed Engineers and technical teams: scoping builds together, pairing on prototypes, and translating customer requirements into engineering-ready specs
• Demonstrated ability to turn ambiguous customer problems into scoped, executable deployment plans with clear success metrics
• Strong commercial instincts and comfort operating with MDs, partners, PMs, CIOs, and CTOs
• Excellent written and verbal communication; able to write proposals, customer memos, technical scopes, and launch narratives
• High agency and low ego, with the ability to run multiple complex customer workstreams in parallel and make progress before the playbook exists

Nice-to-Haves

• Hands-on experience building with agentic systems, tool-use workflows, MCP, or LLM APIs
• Working knowledge of institutional data platforms: FactSet, Bloomberg, S&P Capital IQ, PitchBook, Morningstar, or similar
• Experience selling or deploying technology into regulated financial institutions, including security and compliance review
• Founder or early-startup operating experience