Perplexity
AI Strategist, Financial Services
$215K–$250K
San Francisco +1 · Hybrid · Full-time · Posted Jul 23, 2026
- Location
- San Francisco
New York City - Experience
- 3+ years of direct financial-services experience and 6+ years of total experience, spanning finance and specified technical or customer-facing areas.
About the job
Leads strategic financial-services customer engagements, translating investment workflows into demonstrations, prototypes, and deployed AI solutions while driving commercial outcomes.
What you'll do
- Own customer engagements from discovery and scoping through pilots, deployment, expansion, and commercial close.
- Build workflow-specific demonstrations and prototypes using Perplexity Computer and the API Platform.
- Translate investment-team needs into product, data-integration, and deployment priorities.
What they ask for
- 3+ years of direct experience in investment banking, private equity, hedge funds, equity research, or institutional asset management.
- 6+ years of total experience spanning finance and technical GTM, sales engineering, solutions architecture, AI product strategy, or applied AI with customer exposure.
- Deep fluency in front-office investment workflows and strong intuition for AI products, agents, and workflows.
- Ability to scope customer problems into executable deployment plans with success metrics; strong commercial and communication skills.
Nice to have
- Hands-on experience with agentic systems, tool-use workflows, MCP, or LLM APIs.
- Working knowledge of institutional data platforms such as FactSet, Bloomberg, S&P Capital IQ, PitchBook, or Morningstar.
Pay
$215K – $250K (base salary)
Tools
Perplexity Computer, API Platform, MCP, LLM APIs, FactSet, Bloomberg, S&P Capital IQ, PitchBook
AI focus
Applies AI agents and workflows to investment processes, including prototyping custom skills and connectors, demonstrating capabilities, and deploying customer solutions.
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