Forward Deployed Banker
HybridLondon, England, United Kingdom
London, England, United KingdomHybridFull TimeSmall
Full TimeSmall
Job Summary
Map bank workflows to identify high-value insertion points for 9fin's AI capabilities, then build and iterate those integrations using in-platform tools, MCP integrations, and agents. Drive adoption by onboarding user cohorts, running enablement sessions, and monitoring active usage to prevent churn, while reviewing progress monthly with client champions. Feed structured intelligence from deployments back to product and engineering teams to shape the roadmap, and simultaneously identify expansion opportunities for new users or departments to hand to Account Management.
Required Qualifications
- 3+ years of practitioner experience at a bank
- Fluency across end-to-end workflows in your area
- Leveraged finance origination, syndication, or capital markets execution at a bulge bracket IB or boutique advisory
- Bank direct lending or private credit desk experience covering underwriting, portfolio monitoring, or origination
- Bank CLO arranging, warehousing, or structuring desk experience
- Chief Data Office, Digital Transformation, Innovation, or AI Strategy roles where you have led or contributed to AI and workflow transformation projects specifically in leveraged finance, direct lending, or CLO structuring
- Demonstrably interested in technology applied to your domain
- Familiar with and hands-on with modern domain tooling
- Direct user experience of Rogo, Hebbia, AlphaSense, or comparable AI-native platforms in your workflow
- Comfortable operating inside confidential deal environments
- A strong communicator across styles and audiences
- Highly collaborative across a broad internal network
- Outcome-oriented
Desired Qualifications
- Participation in an internal AI, data, or digital transformation working group (DIB, CDO office, or equivalent)
- External vendor champion or evaluation lead for domain tech
- Moved to a technology company focused on banking or credit markets
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