Perplexity AI

Perplexity AI

AI Strategist, Financial Services

San Francisco

Sponsorship not specifiedDetected 85 days ago
LLMsAgentic AIProduct StrategySalesResearchCommunication

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odds of building a lasting career here

38Risky
Cap-exempt (no lottery)0
Sponsors this role85
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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Employer immigration record

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Files H-1B transfers

7 transfer filings in the last year, covering 7 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.

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About the role

  • 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.
  • 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.

Responsibilities

  • 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
  • Assess whether we have the right market data, filings, transcripts, and research integrations to serve each finance sub-vertical-and drive the roadmap where we do not
  • Own senior relationships with investment professionals and technology leaders
  • Own senior relationships with investment professionals and technology leaders; move engagements through qualification, scoping, proposal, pricing, legal, and close
  • Create urgency, write crisp follow-ups, and know when to push and when to wait
  • Our objective is to build accurate, trustworthy AI that powers decision-making for people and assistive AI wherever decisions are being made.

Requirements

  • 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
  • Demonstrated ability to turn ambiguous customer problems into scoped, executable deployment plans with clear success metrics
  • High agency and low ego, with the ability to run multiple complex customer workstreams in parallel and make progress before the playbook exists
  • Working knowledge of institutional data platforms: FactSet, Bloomberg, S&P Capital IQ, PitchBook, Morningstar, or similar
  • Experience selling or deploying technology into regulated financial institutions, including security and compliance review
  • 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.
  • 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
  • Comfortable working shoulder-to-shoulder with
  • 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
  • Hands-on experience building with agentic systems, tool-use workflows, MCP, or LLM APIs
  • Founder or early-startup operating experience
  • Strong network across buy-side and sell-side institutions

Company info

  • Perplexity is an AI-powered answer engine founded in December 2022 and growing rapidly as one of the world's leading AI platforms.
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This listing is sourced directly from Perplexity AI's careers page and normalized into a canonical job model.