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Forward Deployed Banker (AI Strategist)

90k – 225kNew York, NYSolutions ArchitectureOnsite1+ YOE
Summary

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 role

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
LLMsGPTGeminiAI implementationInvestment bankingInstitutional investingCorporate lawCorporate financeConsultingClient relationship managementLand-and-expand strategyEnterprise AI deploymentProcess optimization
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