The RoleWe 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.
What You Will Own- 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
What You Will Need- 3 years of experience in 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
Who You Are- 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.
