AI Strategist, Financial ServicesActive$215K–$250K

Perplexity
Apply now

The opportunity

Perplexity is building the AI platform for professional finance: Perplexity Computer, our agentic platform that navigates tools, completes multi-step workflows, and connects to the market data, filings, transcripts, and research that investment professionals already rely on, and…

What you'll do

  • 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

  • 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

What they're looking for

  • + 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
  • + 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