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Forward Deployed Banker

9finNew YorkProduct Management
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Salary
$128K - $173K USD
Job type
Full-time
Posted
18 Aug 2026
Status
Open · checked 7d ago

About this role

Role Overview

The Forward Deployed Banker position at 9fin in New York is a full-time opportunity designed for experienced finance professionals eager to integrate artificial intelligence into global debt markets. This role suits domain experts ready to bridge the gap between advanced technology and top-tier financial institutions.

Key Responsibilities

Map complex bank workflows across origination, structuring, syndication, and trading to find high-value insertion points for AI.
Build 9fin capabilities directly into client workflows using toolkits like platform features, MCP integrations, and agents.
Drive user adoption by onboarding named user cohorts, conducting enablement sessions, and monitoring active usage to prevent churn.
Translate frontline field intelligence into structured feedback for the product and engineering teams to shape the AI roadmap.
Spot account expansion opportunities for new users, use cases, or products and hand them over to Account Management.

Requirements

Three or more years of practitioner experience at a bank with fluency in end-to-end workflows within LevFin origination, direct lending, CLO structuring, or bank transformation functions.
Demonstrable interest in technology applied to financial domains, including participation in internal working groups or vendor evaluations.
Hands-on familiarity with modern domain tooling such as Rogo, Hebbia, or AlphaSense.
Ability to operate comfortably inside confidential deal environments while maintaining strict discipline.
Strong communication skills capable of engaging day-to-day analysts and senior managing directors alike.

Skills and Tools

Leveraged Finance Origination and Syndication
Direct Lending and Private Credit Underwriting
CLO Structuring and Warehousing
Modern Domain AI Tooling (Rogo, Hebbia, AlphaSense)
Client Onboarding and Workflow Mapping

Salary and Benefits

Competitive annual salary ranging between $128,000 and $173,000 USD
Equity options and a 401(k) plan where 9fin pays 3%
Private health insurance, including dental, vision, and disability insurance
Commuter benefits and paid sick leave
25 vacation days per year plus local public holidays
Hybrid working model with options to work abroad for up to 3 months a year
Professional learning and development budget, enhanced parental leave, and bi-annual team socials

About the Company

9fin is the artificial intelligence platform powering global debt markets, which constitute the world’s largest asset class at over $145 trillion. The company replaces fragmented legacy data, PDFs, and manual workflows with a single centralized platform utilized by over 300 blue-chip institutions worldwide. Experiencing rapid expansion in the US, 9fin offers a dynamic environment with proven product-market fit.

How to Apply

Interested candidates should visit the official 9fin careers page to submit an application for this role.

Questions candidates ask

What is the salary range for the Forward Deployed Banker role?

The annual salary for this position ranges from $128,000 to $173,000 USD.

Where is this job located?

This full-time position is based in New York, utilizing a hybrid working model.

What level of experience is required?

Candidates must have 3+ years of practitioner experience at a bank with fluency in relevant financial workflows.

What benefits are included with employment?

Benefits include equity options, a 401(k) with a 3% company match, private health insurance with dental and vision, 25 vacation days, a professional learning budget, and hybrid work flexibility.

How does this role interact with the product team?

The Forward Deployed Banker feeds structured field intelligence and prioritized requests directly to the product and engineering teams to influence the AI product roadmap.

Ready to apply?

The application is on the official 9fin careers page.

Apply on company site