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Forward Deployed Banker (AI Strategist)

HebbiaNYCAI Strategy
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Salary
$90K - $160K USD
Job type
Full-time
Posted
8 Apr 2026
Status
Open · checked 7d ago

About this role

Role Overview

The Forward Deployed Banker (AI Strategist) role at Hebbia in New York City involves driving the strategic deployment and value creation of an advanced AI platform across top global financial institutions. This position is well-suited for professionals with one to five years of client-facing experience who want to bridge product, commercial strategy, and customer impact in the financial technology sector.

Key Responsibilities

Apply cutting-edge artificial intelligence by developing expertise with leading large language models and Hebbia product features for complex professional workflows.
Build deep domain expertise regarding the intricate banking, financial, and legal workflows of users, such as analyzing credit agreements and lease documents.
Act as a core trusted AI advisor to customer stakeholders to drive ongoing value and growth.
Drive value-backed growth by identifying and capturing opportunities with customers to support commercial expansion strategies.
Optimize operational processes to scale the post-sales team and continuously improve the overall customer experience.
Navigate ambiguity independently within a fast-moving, unstructured environment to distill complex problems and deliver actionable solutions.

Requirements

Hold a bachelor's degree, ideally in Finance, Economics, Computer Engineering, or Pre-Law.
Possess 1-5 years of client-facing experience in investment banking, institutional investments, professional services, or Fortune 500 corporate finance, though relevant internships may be considered for recent graduates.
Demonstrate a strong ownership mindset with a proven track record of outperformance, value creation, and expanded responsibilities.
Show direct experience and comfort working with leading large language model tools and models.
Be available to work five days per week out of the company's New York City office.

Nice to Have

Possess 5-10 years of client-facing experience focusing heavily on relationship-building.
Bring strong commercial acumen and experience driving revenue expansion through the deployment of AI or SaaS into enterprise organizations.
Offer technical startup or founder experience, including building systems and processes designed for scale.
Demonstrate technical large language model knowledge and practical implementation experience within professional workflows.

Skills and Tools

Large Language Models (LLMs)
Enterprise client-facing advisory and relationship management
Workflow analysis and process optimization
Commercial strategy and value expansion

Salary and Benefits

Base plus bonus compensation range (OTE) of $90,000 to $160,000 per year, with an OTE range of $160,000 to $225,000 for candidates meeting bonus qualifications, plus competitive equity.
Unlimited paid time off policy.
Comprehensive insurance coverage including Medical, Dental, Vision, 401K, and Wellness benefits.
Daily catered lunches and DoorDash dinner credits.
Parental leave policy providing 3 months for the non-birthing parent and 4 months for the birthing parent.
Fertility benefits featuring a $15,000 lifetime benefit.
Competitive new hire equity grant package.

About the Company

Hebbia is an artificial intelligence platform founded in 2020 by George Sivulka, backed by Peter Thiel and Andreessen Horowitz, and trusted by major financial organizations including BlackRock, KKR, Carlyle, and Centerview. The company's flagship product, Matrix, powers investment decisions and asset management globally by delivering accurate, secure, and transparent AI-driven analysis.

How to Apply

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

Skills and tech stack

Questions candidates ask

Where is this job located?

This position is based out of Hebbia's New York City office, requiring attendance five days per week.

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

The combined base and bonus compensation range is $90,000 to $160,000 per year, while candidates who meet specific bonus qualifications can see an OTE range of $160,000 to $225,000, alongside competitive equity.

What level of experience is required?

The role requires 1 to 5 years of client-facing experience in fields like investment banking, institutional investments, professional services, or corporate finance, or relevant internship experience for recent graduates.

What educational background is preferred?

A bachelor's degree is required, preferably in Finance, Economics, Computer Engineering, or Pre-Law.

What benefits are offered to employees?

Hebbia provides unlimited paid time off, medical, dental, vision, 401K, wellness benefits, daily catered lunches, DoorDash dinner credits, parental leave, fertility benefits, and competitive equity grants.

Ready to apply?

The application is on the official Hebbia careers page.

Apply on company site