Forward Deployed Banker
Core
Embed with bank clients to map credit market workflows (origination, structuring, syndication, trading) and deploy AI capabilities to change how they operate.
Role type
Senior IC domain expert / forward-deployed banker
Builds
AI-powered workflow insertions for debt capital markets (LevFin, Direct Lending, CLO)
Domain
Debt capital markets (Leveraged Finance, Direct Lending, CLO Structuring)
Deliverable
production ML models | product features
Required skills
LevFin origination/syndication, Direct Lending underwriting/portfolio monitoring, CLO structuring, AI workflow transformation, confidential deal environment management, cross-functional collaboration, outcome-oriented adoption strategy
Preferred skills
Experience with Rogo, Hebbia, AlphaSense, internal AI working groups, prior move to a technology company focused on banking
Technologies
MCP integrations, agents, in-platform AI capabilities
Responsibilities
Map bank workflows to identify high-value AI insertion points; Build AI solutions into client workflows using 9fin's toolkit; Drive adoption by onboarding users and supporting champions; Feed structured intelligence back to product and GTM teams; Identify expansion opportunities within client accounts
Seniority
Senior, hands-on IC
