Transformation Associate

Why Rogo

Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.

This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. . With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.

We are hiring a Transformation Associate to partner directly with our Chief Innovation Officer on the most strategic initiatives shaping how Rogo scales inside the world's largest financial institutions. This is a high-visibility, jack-of-all-trades role at the intersection of strategy, customer transformation, and AI rollout.

Day one, you will be a true generalist: managing projects, building decks, structuring analyses, and sitting in rooms with senior executives at Rogo and our clients. Over time, this role is the foundation of Rogo's emerging Transformation team - a group that will help the world's leading financial institutions transform themselves in the age of AI.

• Partner directly with the Chief Innovation Officer on strategic initiatives spanning enterprise expansion, partnerships, and AI transformation programs

• Drive embedded deployments of Rogo / Felix inside flagship financial institutions - supporting the path from thousands of power users to firmwide rollouts across hundreds of thousands of employees

• Help build and execute Rogo's joint go-to-market motion with strategic consulting partners, including McKinsey, to co-serve banks, asset managers, and other financial institutions

• Design and operate AI upskilling and reskilling curricula

• Structure ambiguous, strategic problems into clear workstreams - and then run them: building project plans, owning deliverables, and driving outcomes across internal and client stakeholders

• Build executive-quality materials (decks, memos, models) for use with C-suite audiences at Rogo and at the world's largest financial institutions

• Serve as a connective tissue across product, GTM, partnerships, and client teams - surfacing what is working, where we are stuck, and what needs to change

• Help scaffold the Rogo Transformation team over time, with a clear path to take ownership of client transformation engagements as the function grows

• At least 3 years of professional experience, ideally in one of these areas:

  • Investment banking with strategy exposure

  • Management consulting with financial institutions

  • Chief of staff at a high-growth startup up

• Strong commercial and strategic instincts paired with the willingness and ability to be in the weeds - building the deck, running the model, owning the tracker

• Intellectually nimble: able to absorb a new domain quickly, form a point of view, and pressure-test it with senior operators

• Excellent project management instincts - comfortable holding multiple workstreams, stakeholders, and deadlines without losingi the thread

• Polished executive presence and communication; credible in rooms with senior executives at Rogo and at large financial institutions

• AI-native: uses AI tools fluently every day and is excited to push the frontier of how AI changes financial services

• Thrives in zero-to-one environments - comfortable building structure from ambiguity and rolling up your sleeves to do whatever the moment requires

• Based in (or willing to relocate to) New York and excited to work in-office alongside the team

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.

• You are ambitious. You have fun solving problems that others think are impossible.

• You are curious. You find joy in learning about AI, technology, and finance.

• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.

• You are collaborative, organized, thoughtful, and kind.

• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.

• Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.

• A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.

• Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.

• Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.