Forward Deployed Banker - AI Strategist

About Hebbia

The AI platform for investors and bankers that generates alpha and drives upside.

Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for 40% of the world’s largest asset managers. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $30 trillion in assets globally.

We deliver the intelligence that gives finance professionals a definitive edge. Our AI uncovers signals no human could see, surfaces hidden opportunities, and accelerates decisions with unmatched speed and conviction. We do not just streamline workflows. We transform how capital is deployed, how risk is managed, and how value is created across markets.

Hebbia is not a tool. Hebbia is the competitive advantage that drives performance, alpha, and market leadership.

About the AI Strategy Team

Our AI Strategists are deep domain experts and problem-solvers who bridge product, commercial strategy, and customer impact. They understand deeply the manual drain of our users’ workflows and the myriad ways Hebbia provides value, and are focused on embedding and expanding Hebbia use cases within customer environments to maximize ROI and transform how work gets done.  

As we continue to scale in hypergrowth, our AI Strategists sit at the intersection of GTM, product, and post-sales - helping shape commercial strategy and expanding our footprint across the global financial industry landscape. The team owns deployment and early adoption, leads strategic growth initiatives post-sale, and partners cross-functionally to inform product roadmap, sales strategy, and executive account management. 

About the Role

This is not a typical post-sales role: you’ll drive the strategic deployment and measurable value creation of Hebbia’s platform across top global financial institutions, shaping how AI transforms the enterprise.  

Our AI Strategists bring curiosity, critical thinking, commercial edge, and executive polish - they  move seamlessly between strategic conversations and hands-on execution in a fast-moving environment.

If you thrive on solving complex problems, building meaningful partnerships, and helping define how AI reshapes finance, we’d love to meet you.

This role is based out of our New York City office (5 days per week).

Responsibilities 

• Apply cutting-edge AI: Develop expertise with leading LLMs, become a SME in Hebbia’s product and features, and apply to complex professional settings and workflows

• Build domain expertise: Develop an intimate understanding of the complex banking, financial and legal workflows of our users (e.g., credit agreements, lease documents, etc.)

• Become a core advisor: Deeply understand our customer stakeholders, drive value and growth as a trusted AI advisor 

• Drive value-backed growth: Identify and capture value with customers, serving as a key driver of our land-and-expand commercial strategy

• Optimize processes for scale: Define and constantly enhance internal processes and workflows to shape the post-sales team and improve our customer experience

• Own in ambiguity: Operate with autonomy and clarity in fast-moving, unstructured environments - quickly distill complex problems, learn on the fly, and drive toward actionable solutions across customer and product needs

Who You Are 

• Bachelor’s degree, preferably in Finance, Economics, Computer Engineering, or Pre-Law

• 1-5 years of client-facing experience in investment banking, institutional investments (private credit, private equity, hedge funds, asset management, investment research), professional services (accounting, consulting, insurance, corporate law), or Fortune 500 corporate finance roles with significant client-facing and leadership responsibilities.; relevant internship experience can be considered for recent grads

• Strong ownership mindset with a demonstrated track record of outperformance, value creation, and expanded responsibilities 

• Experience and comfort with leading LLM models and tools; we want to hear about what you’ve built/tested/researched

Bonus: 

• 5-10 years of client-facing experience with an emphasis on relationship-building 

• Strong commercial acumen and experience driving revenue expansion, particularly deploying AI/SaaS into enterprise organizations

• Technical startup and/or founder experience, building systems and processes for scale

• LLM technical knowledge and practical experience implementing into professional workflows

Compensation

The combined base + bonus compensation range (OTE) for this role is $90,000 - $160,000 + competitive equity. The OTE range for those who meet Bonus qualifications is $160,000 - $225,000. These ranges are inclusive of several career levels at Hebbia and will be narrowed during the interview process based on the candidate’s experience and qualifications. Adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description.

Life @ Hebbia

PTO: Unlimited
Insurance: Medical + Dental + Vision + 401K + Wellness Benefits
Eats: Catered lunch daily + doordash dinner credit
Parental leave policy: 3 months non-birthing parent, 4 months for birthing parent
Fertility benefits: $15k lifetime benefit
New hire equity grant: competitive equity package with unmatched upside potential

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