AI Strategist, Financial Services

3+ 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

6+ 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

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

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 our API Platform, which powers search, retrieval, and automation across structured and unstructured financial data.

At the center of this is our Applied AI / Forward Deployed motion: we work closely with buyside firms—hedge funds, private equity, and asset managers—to distill their core investment processes and embed them into bespoke solutions built on our platform.

That means sitting with analysts and PMs to understand how they screen, diligence, monitor, and decide, then translating those workflows into custom skills, agents, and connector configurations that run inside their daily process—and feeding what we learn back into the product so it compounds across customers.

As an AI Strategist on our Applied AI team focused on financial services, you are the subject matter expert who makes this real for investment professionals.

This is a commercial and sales engineering role: you will own strategic customer engagements end to end—leading discovery, defining what to build, demonstrating frontier capabilities against real investment workflows, and driving deployments from first conversation through production and expansion.

You are part customer owner, part product strategist, part sales engineer—fluent in both the language of the deal team and the language of the platform.