AI Strategist, Financial Services
Core
Subject matter expert and sales engineer bridging investment professionals' workflows with Perplexity's agentic AI platform to automate screening, diligence, and research tasks.
Role type
Senior commercial sales engineer / AI product strategist
Builds
Bespoke agentic workflows, custom skills, and connector configurations for hedge funds, PE, and asset managers
Domain
Financial services (buy-side) + Applied AI / Agentic Systems
Deliverable
production ML models | product features
Required skills
Investment banking/PE/hedge fund workflow expertise, sales engineering, AI product strategy, technical scoping, commercial negotiation, stakeholder management
Preferred skills
Agentic systems development, institutional data platform knowledge, startup operating experience
Technologies
Perplexity Computer, API Platform, LLM APIs, MCP
Responsibilities
Lead discovery and define scope for strategic customer engagements, build and deliver workflow-specific AI demonstrations, translate front-office workflows into product priorities, own commercial execution from proposal to close
Seniority
Senior, hands-on IC with commercial ownership
