AI Strategist, Financial Services
Perplexity
San Francisco, New York
Workplace: HybridFull timeUSD 215,000 - 250,000 annuallyFunction: Data Science & Machine LearningExperience: 3+ yearsSkills: ["Communication","Written communication","Verbal communication","Technical intuition","Customer focus","Ownership","Agency","Low ego","Cross-functional collaboration"]Own end-to-end strategic customer engagements for Perplexity’s applied AI in financial services, translating investment workflows into bespoke agentic solutions. Lead discovery with banks, private equity, hedge funds, and asset managers; define scope, success metrics, pilots, and commercial structure. Build workflow-specific demos and prototypes on Perplexity Computer and the API Platform, run evaluations, and drive deployments and expansion with real revenue responsibility.
