AI Strategist, Financial Services

About the role

Perplexity is seeking an AI Strategist to bridge the gap between our agentic platform and the requirements of top-tier financial institutions. You will work directly with investment teams to integrate our technology into their daily workflows, from initial discovery to full-scale production.

Key facts

What you'll do

• Manage end-to-end strategic engagements with hedge funds, private equity firms, and asset managers.
• Lead technical discovery sessions to identify high-impact workflows suitable for automation.
• Build and present custom demonstrations that showcase how our tools handle screening, diligence, and earnings analysis.
• Prototype specific agentic workflows and connector configurations to prove value during pilot phases.
• Collaborate with engineering teams to translate complex financial requirements into actionable product specs.
• Oversee the commercial process, including scoping, proposals, and contract closures with senior stakeholders.
• Define the product roadmap by identifying gaps in our current market data, transcript, and research integrations.

Requirements

• 3+ years of professional experience within investment banking, private equity, hedge funds, or institutional asset management.
• 6+ years of total professional experience combining finance with technical go-to-market, sales engineering, or AI product strategy.
• Demonstrated ability to manage complex, multi-stakeholder sales cycles.
• Deep understanding of front-office financial processes such as portfolio monitoring and research synthesis.
• Ability to communicate technical concepts to both engineering teams and executive leadership.
• Proficiency in translating ambiguous client needs into concrete deployment plans and success metrics.

Nice to have

• Practical experience building with LLM APIs, agentic systems, or the Model Context Protocol.
• Familiarity with institutional data platforms like Bloomberg, FactSet, PitchBook, or S&P Capital IQ.
• Prior experience navigating security and compliance reviews within regulated financial environments.
• A strong existing network within buy-side or sell-side firms.
• Experience working in early-stage startup environments.

Skills & tools

• Financial modeling and investment research workflows
• AI agentic systems and tool-use architecture
• Sales engineering and technical discovery
• Product strategy and roadmap development

Practical notes

This is a hybrid role based in San Francisco. We encourage applications even if you do not meet every listed requirement.