AI Strategist, Financial Services

Perplexity

AI Strategist developing tailored AI solutions for financial services using Perplexity’s products. Engaging with investment professionals to enhance workflows and product understanding.

Posted 7/24/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $215,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategic financial services engagements, with a strong focus on front-office workflows and AI product strategy. Proven ability to translate complex customer requirements into executable deployment plans while maintaining senior relationships with investment professionals.

Highest-signal resume keywords

Investment Banking ExperiencePrivate Equity KnowledgeFront-Office Workflow FluencyAI Product StrategyStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingWorkflow AutomationData IntegrationTechnical ScopingDeployment PlanningCustomer EngagementSuccess Metrics DefinitionPrototypingMarket Data AssessmentDemo Development

Soft Skills

Strong Commercial InstinctsHigh AgencyLow EgoExcellent Written CommunicationExcellent Verbal Communication

Tools & Technologies

Perplexity ComputerAPI Platform

Industry Keywords

Hedge FundsAsset ManagementEquity ResearchSales EngineeringSolutions Architecture

About the role

Key responsibilities & impact

Own strategic financial-services engagements
Lead discovery with banks, PE firms, hedge funds, and asset managers: what matters to the investment team, what problems they are solving, and which workflows are worth automating
Define scope—what is the right thing to build—and own success metrics, pilot design, and commercial structure
Drive deployment and rollout across front-office teams, with real revenue responsibility alongside Sales
Be the demo and technical proof engine
Build and deliver compelling, workflow-specific demonstrations: screening, comps, diligence, earnings analysis, research synthesis, portfolio monitoring
Prototype workflows, skills, and connector configurations hands-on in Perplexity Computer and the API Platform to prove value in the customer's own use cases
Run pilots and evaluations that hold up to scrutiny from skeptical analysts and PMs
Bring domain judgment to the product
Translate how deal teams, research desks, and portfolio managers actually work into product, connector, and data-partnership priorities
Assess whether we have the right market data, filings, transcripts, and research integrations to serve each finance sub-vertical—and drive the roadmap where we do not
Codify repeatable engagement patterns: discovery templates, finance-specific reference workflows, demo libraries, and deployment playbooks
Operate as the commercial lead
Own senior relationships with investment professionals and technology leaders; move engagements through qualification, scoping, proposal, pricing, legal, and close
Create urgency, write crisp follow-ups, and know when to push and when to wait

Requirements

What you’ll need

3+ years of direct experience in investment banking, private equity, hedge funds, equity research, or institutional asset management—you have built models, written memos, and lived the workflows you will now automate
6+ years of total experience spanning finance and some combination of technical GTM, sales engineering, solutions architecture, AI product strategy, or applied AI with customer exposure
Deep fluency in front-office workflows: screening, comps, diligence, earnings, research synthesis, portfolio construction and monitoring
Strong intuition for AI products, agents, and workflows, with the ability to understand technical systems without needing every detail pre-digested
Comfortable working shoulder-to-shoulder with Forward Deployed Engineers and technical teams: scoping builds together, pairing on prototypes, and translating customer requirements into engineering-ready specs
Demonstrated ability to turn ambiguous customer problems into scoped, executable deployment plans with clear success metrics
Strong commercial instincts and comfort operating with MDs, partners, PMs, CIOs, and CTOs
Excellent written and verbal communication; able to write proposals, customer memos, technical scopes, and launch narratives
High agency and low ego, with the ability to run multiple complex customer workstreams in parallel and make progress before the playbook exists.

Benefits

Comp & perks

Full-time U.S. employees enjoy a comprehensive benefits program including equity, health, dental, vision, retirement, fitness, commuter and dependent care accounts, and more.
Full-time employees outside the U.S. enjoy a comprehensive benefits program tailored to their region of residence.