Rogo
Forward Deployed, Wealth Management
$115K–$200K
New York City · On-site · Full-time · Posted Jul 20, 2026
- Experience
- 3+ years in private and/or brokerage wealth management; ideally within a top-tier banking or private banking platform.
About the job
Leads client engagements with wealth-management professionals, demonstrating and tailoring Rogo’s AI solutions to financial workflows and relaying customer insights to sales, marketing, and product teams.
What you'll do
- Understand customer workflow challenges and demonstrate how Rogo’s AI solutions can address them.
- Lead tailored product demonstrations and establish expertise in financial-services use cases.
- Research customers and competitors, develop relevant marketing content, and share customer feedback with sales and product teams.
What they ask for
- 3+ years of experience in private and/or brokerage wealth management.
- Outstanding project management and communication skills; strong organization and attention to detail.
- Action-oriented mindset combining creative problem-solving with results delivery.
Nice to have
- Experience as an early employee at a hyper-growth startup.
- LLM knowledge, including ability to explain how a transformer works.
Pay
$115K – $200K (base salary; currency not stated)
Tools
AI, LLM
AI focus
Applies Rogo’s AI solutions to banking and investing workflows, demonstrates their value to clients, and helps tailor solutions to customer needs.
Model-written summary · the original posting is authoritative