Advisory, Wealth Management

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 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

Website

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Rogo

5 days ago

Advisory, Wealth Management

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

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

Website