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Jobs(26,628)/Onboarding Specialist Role(108)/AlphaSense (94) - Forward-Deployed Banker
AlphaSense

AlphaSense - Forward-Deployed Banker

London, Greater London, England, United Kingdom+ Equity1w ago
In OfficeMidEMEAInvestment BankingBankingOnboarding SpecialistRecruiterTeam ManagementAccount Management

Requirements

• You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are client-centric and creative thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture. You are a natural problem solver and prioritise white glove service to go above and beyond for clients. You enjoy autonomy and proactively drive initiatives that contribute to long term success. You enjoy cross-functional partnerships and are able to build strong internal stakeholder relationships. • Financial Services Expertise: 2+ years of front-office investment banking experience, ideally with exposure to more than one product area (e.g., DCM, ECM, M&A, Leveraged Finance), providing a strong foundation in capital markets processes and client-facing deal work. • Financial Services Expertise: • Curiosity About Generative AI in Financial Services: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services. • Curiosity About Generative AI in Financial Services • Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc. • Executive Presence & Strong Presentation Skills • High-Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms. • High-Impact, Ownership Mindset: • Consultative Approach: A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms. • Consultative Approach: • Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality. • Team Player: • Collaboration & Influence: Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings. • Collaboration & Influence: • A Proactive Mindset with a passion for client success and continuous improvement • A Proactive Mindset • Minimum 2 years of front-office investment banking experience across at least one product area, with a solid grounding in capital markets and client-facing deal execution. • High aptitude and willingness to learn. • Outstanding oral, written, and presentation skills. • Effective attention to detail, time management, and task prioritization, even when under pressure. • Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture. • Empathetic, curious minded, client-centric • AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination. • In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. • Recruiting Scams and Fraud • We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: • AlphaSense never asks candidates to pay for job applications, equipment, or training. • All official communications will come from an @alpha-sense.com email address. • If you’re unsure about a job posting or recruiter, verify it on our Careers page. • If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

Responsibilities

• Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with your Account Manager and the wider account management team to ensure continuous alignment of account strategies and goals. • Partner with GTM Teams to Drive Commercial Outcomes: • Leverage Data Driven Insights: Use internal data tools to monitor client engagement, identify opportunities to showcase value, and strengthen platform adoption. Proactively seek growth opportunities while also detecting early signs of churn risk to support retention and long-term account success. • Leverage Data Driven Insights • Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients' unique research workflows and painpoints in order to help them effectively leverage AlphaSense for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as AlphaSense’s capabilities evolve. • Build and Curate Financial Services Use Cases: • Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges and goals. Deliver white glove service that puts the clients needs first; going above and beyond to build trust and credibility as a Trusted Partner and Product Expert. • Forge and Maintain Strong Client Relationships: • Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests internally. • Contribute to Product Development:

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