Engagement Manager at $90M funded YC-backed AI startup

You will act as the strategic bridge between global financial institutions and cutting-edge AI technology. By deploying automated workflows for M&A, due diligence, and market mapping, you will help top-tier analysts reclaim hundreds of hours. This role offers the rare chance to scale an elite enterprise AI platform from its Series A foundation.

• Lead high-stakes client engagements, serving as the primary point of contact for senior stakeholders to ensure successful AI product adoption and satisfaction.
• Design and build bespoke AI workflows, templates, and demos that automate complex financial processes like document review and comparable analysis.
• Partner with engineering and product teams to translate customer feedback into platform features, driving the strategic evolution of the AI engine.

• Must have 3-7 years of experience in investment banking (M&A), private equity, or tier 1 strategy consulting with proven deal execution expertise.
• Holds a strong academic record from a tier 1 institution and possesses the interpersonal skills to navigate high-pressure global financial environments.
• Demonstrates a relentless work ethic and the adaptability to thrive in a high-intensity startup where priorities and timelines shift rapidly.

• Join one of the fastest-growing enterprise AI platforms globally, having recently closed a $75M Series A—one of the largest fintech rounds in history.
• Work alongside an elite advisory board featuring former CEOs of HSBC, UBS, and Julius Baer, and a team hailing from top-tier firms like Apollo and Bain.
• High-impact ownership where you define the AI transformation roadmap for the world's most prestigious investment banks and private equity firms.