Forward Deployed Banker (AI Strategist)
Drive strategic deployment of Hebbia’s AI platform at top global financial institutions. Bridge product, commercial strategy, and post-sales to maximize ROI and expand use cases across banking and investment workflows.
About the job
Responsibilities
- Apply cutting-edge AI: Develop expertise with leading LLMs (Opus 4.6, GPT-5.2, Gemini 3, etc.), become a SME in Hebbia’s product and features, and apply to complex professional settings and workflows
- Build domain expertise: Develop an intimate understanding of the complex banking, financial and legal workflows of our users (e.g., credit agreements, lease documents, etc.)
- Become a core advisor: Deeply understand our customer stakeholders, drive value and growth as a trusted AI advisor
- Drive value-backed growth: Identify and capture value with customers, serving as a key driver of our land-and-expand commercial strategy
- Optimize processes for scale: Define and constantly enhance internal processes and workflows to shape the post-sales team and improve our customer experience
- Own in ambiguity: Operate with autonomy and clarity in fast-moving, unstructured environments - quickly distill complex problems, learn on the fly, and drive toward actionable solutions across customer and product needs
Requirements
- Bachelor’s degree, preferably in Finance, Economics, Computer Engineering, or Pre-Law
- 1-5 years of client-facing experience in top-tier investment banking, institutional investing, corporate law, corporate finance, or consulting roles; relevant internship experience can be considered for recent grads
- Strong ownership mindset with a demonstrated track record of outperformance, value creation, and expanded responsibilities
- Experience and comfort with leading LLM models and tools
Nice-to-Haves
- 5-10 years of client-facing experience with an emphasis on relationship-building
- Strong commercial acumen and experience driving revenue expansion, particularly deploying AI/SaaS into enterprise organizations
- Technical startup and/or founder experience, building systems and processes for scale
- LLM technical knowledge and practical experience implementing into professional workflows
Compensation & Benefits
- Combined base + bonus compensation range (OTE) for this role is $90,000 - $160,000 + competitive equity
- OTE range for those who meet Bonus qualifications is $160,000 - $225,000
- Unlimited PTO
- Medical + Dental + Vision + 401K + Wellness Benefits
- Catered lunch daily + DoorDash dinner credit
- Parental leave policy: 3 months non-birthing parent, 4 months for birthing parent
- Fertility benefits: $15k lifetime benefit
- New hire equity grant: competitive equity package
Skills
LLMs, Gpt, Gemini, Ai Implementation, Investment Banking, Institutional Investing, Corporate Law, Corporate Finance, Consulting, Client Relationship Management, Land-And-Expand Strategy, Enterprise Ai Deployment, Process Optimization
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