AI Strategist, Financial Services

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