Advisory Associate

Rogo(2 months ago)

RemoteFull TimeSenior$119,355 - $160,875 (estimated)Ops

About this role

An Advisory Associate at Rogo works closely with top financial institutions to guide them on implementing AI solutions in their workflows and strategies. Responsibilities include leading client engagements, conducting tailored product demonstrations, and building consultative relationships to address specific financial challenges. The role requires leveraging industry expertise to act as the “Voice of the Customer,” collaborating with the marketing team on relevant content, and synthesizing feedback for the product team. Ideal candidates bring 3+ years of front-office experience in finance and possess strong executive engagement and presentation skills.

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Required Skills

Client Engagement
Financial Analysis
Advisory Skills
Product Demonstrations
Research Skills
Relationship Building
Presentation Skills
Marketing Collaboration
Customer Feedback
Consultative Selling

+7 more

About Rogo

rogodata.com

Rogo is a secure generative AI platform designed specifically for elite financial institutions. It aims to enhance efficiency by automating workflows and unlocking valuable insights, enabling finance professionals to save time and increase productivity. With its advanced capabilities, Rogo streamlines financial operations, making it easier for organizations to leverage AI for better decision-making and operational efficiency.