Advisory, Wealth Management

Rogo
New York
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 3+ yearsSkills: ["Project management","Communication","Organized","Detail-oriented","Ownership","Collaboration","Curiosity","Autonomy"]

Drive major enterprise partnerships for an AI platform transforming wealth management workflows. Own the partnership lifecycle—from kickoff and joint operations to expansion and renewals—while serving as the voice of the customer. Leverage expertise in financial services to co-develop solutions, collaborate with engineering/product/GTM teams, and define KPIs to measure joint success, ensuring strong user experiences for top financial institutions.

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FursaFursa
Rogo
Rogo
1 month ago

Advisory, Wealth Management

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Drive major enterprise partnerships for an AI platform transforming wealth management workflows. Own the partnership lifecycle—from kickoff and joint operations to expansion and renewals—while serving as the voice of the customer. Leverage expertise in financial services to co-develop solutions, collaborate with engineering/product/GTM teams, and define KPIs to measure joint success, ensuring strong user experiences for top financial institutions.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Manage major partnerships and help leading financial firms create and implement their AI strategies
  • •Build and execute enterprise partner strategies, including training teams and setting up joint operations
  • •Own the partnership lifecycle from getting started together through expansion and renewals
  • •Act as the voice of the customer to understand explicit and implicit business needs and develop joint solutions
  • •Teight with engineering, product, and GTM teams; set and track KPIs and reports to measure success

Key Requirements

  • •3+ years experience in private and/or brokerage wealth management, ideally within a top-tier banking or private banking platform
  • •Outstanding project management and communication skills; extremely organized and detail-oriented
  • •An action-oriented mindset balancing creative problem-solving with scrappiness to deliver results
  • •LLM knowledge, including being able to explain how a transformer works
  • •Ability to thrive in fast-paced environments and work in a startup setting
Experience:3+ years
Skills:Project managementCommunicationOrganizedDetail-orientedOwnershipCollaborationCuriosityAutonomy
Tech Stack:AILLMsTransformersGenerative AI

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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