Finance AI Advisory Lead

Methodfi; Greater London; On-site; GBP 70,000 - GBP 90,000; Full time

Job summary

A financial services AI company is seeking a professional to lead client engagements and demonstrate AI solutions. Candidates should have over 3 years of front-office experience in finance, alongside exceptional presentation and engagement skills. This role involves understanding clients' workflows, tailoring product demos, and serving as the voice of the customer to enhance product development. Join a fast-paced team committed to redefining financial services with cutting-edge AI technology.

Qualifications

• 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund.
• Ability to establish relationships with decision-makers and build credibility at all levels.
• Outstanding presentation skills in various formats.

Responsibilities

• Engage with clients to understand and address their financial workflow challenges.
• Lead product demonstrations to showcase Rogo's features and benefits.
• Act as the 'Voice of the Customer' for feedback to the product team.

Skills

Client engagement

Presentation skills

Curiosity about AI

Sales experience

Job description

A financial services AI company is seeking a professional to lead client engagements and demonstrate AI solutions. Candidates should have over 3 years of front-office experience in finance, alongside exceptional presentation and engagement skills. This role involves understanding clients' workflows, tailoring product demos, and serving as the voice of the customer to enhance product development. Join a fast-paced team committed to redefining financial services with cutting-edge AI technology.