AI Strategist, Financial Services
AI Strategist driving Perplexity's Applied AI platform for financial services. Own end-to-end customer engagements with hedge funds, PE, and asset managers: lead discovery, prototype investment workflows (screening, diligence, research), deliver demos, scope deployments, and translate front-office needs into product priorities. Requires 6+ years experience blending finance domain expertise with technical GTM or sales engineering.
About the job
Responsibilities
- Own strategic financial-services engagements with banks, PE firms, hedge funds, and asset managers
- Lead discovery to understand investment team priorities, problems, and workflows worth automating
- Define scope, success metrics, pilot design, and commercial structure for engagements
- Drive deployment and rollout across front-office teams with real revenue responsibility alongside Sales
- Build and deliver compelling, workflow-specific demonstrations for screening, comps, diligence, earnings analysis, research synthesis, portfolio monitoring
- Prototype workflows, skills, and connector configurations hands-on in Perplexity Computer and the API Platform
- Run pilots and evaluations that hold up to scrutiny from skeptical analysts and PMs
- Translate deal teams, research desks, and portfolio managers' work into product, connector, and data-partnership priorities
- Assess and drive roadmap for market data, filings, transcripts, and research integrations
- Codify repeatable engagement patterns including discovery templates, finance-specific reference workflows, demo libraries, and deployment playbooks
- Own senior relationships with investment professionals and technology leaders
- Move engagements through qualification, scoping, proposal, pricing, legal, and close
- Create urgency, write crisp follow-ups, and manage pacing with stakeholders
Requirements
- 3+ years of direct experience in investment banking, private equity, hedge funds, equity research, or institutional asset management (building models, writing memos, living the workflows)
- 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 workflows: screening, comps, diligence, earnings, research synthesis, portfolio construction and monitoring
- Strong intuition for AI products, agents, and workflows; ability to understand technical systems
- Comfortable working shoulder-to-shoulder with Forward Deployed Engineers; scoping builds, pairing on prototypes, translating requirements into engineering 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; ability to run multiple complex customer workstreams in parallel
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
- Strong network across buy-side and sell-side institutions
Skills
Ai Products, Agentic Systems, LLM APIs, Sales Engineering, Solutions Architecture, Financial Modeling, Investment Workflows, Bloomberg, Factset, S&P Capital Iq, Pitchbook, Market Data Integrations, Portfolio Monitoring
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