Advisory Associate

Rogo
New York
Workplace: OnsiteFull timeFunction: Consulting & AdvisorySkills: ["Presentation","Communication","Relationship-building","Curiosity","Ownership"]

Join Rogo as an Advisory Associate in the Strategic Opportunities team, leading client engagements from pre-sale through up-sell for AI solutions in finance. You will demo, tailor demos, and translate capabilities into financial wins for top banks, PE firms, and hedge funds, while collaborating with marketing and product teams to shape client-first strategies.

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Rogo
Rogo
2 years ago

Advisory Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Join Rogo as an Advisory Associate in the Strategic Opportunities team, leading client engagements from pre-sale through up-sell for AI solutions in finance. You will demo, tailor demos, and translate capabilities into financial wins for top banks, PE firms, and hedge funds, while collaborating with marketing and product teams to shape client-first strategies.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Entry level

Key Responsibilities

  • •Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.
  • •Establish yourself as a credible expert in solving customers’ specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).
  • •Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client’s potential use cases.
  • •Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types.
  • •Act as the “Voice of the Customer,” using your industry perspective to help the broader sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.

Key Requirements

  • •3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund.
  • •Executive engagement skills and presence, with the ability to establish strong relationships with key decision-makers and build credibility at all levels.
  • •Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.
  • •Curiosity about AI’s potential to transform financial services.
  • •Sales or LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships.
Experience:FinanceInvestment bankingPrivate equityHedge fundFinancial services
Skills:PresentationCommunicationRelationship-buildingCuriosityOwnership

Company Brief

Rogo
Provides an AI-driven research platform that automates consumer interviews, surveys, and qualitative insights to help product and marketing teams gather and analyze customer feedback faster.
Industry: Enterprise Software
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