Compensation: $165,000-$200,000 + performance based bonus

About Finster AI 

We’re a Series A stage firm, redefining the future of finance with our AI-native research and task automation platform, backed by leading, global venture investors. Founded by a team of experts from Google DeepMind, Meta AI, and J.P. Morgan, Finster AI provides cutting-edge solutions to help finance professionals unlock unique insights with greater efficiency and accuracy.  We’re seeking a Client Strategy & Ops Manager to help drive customer outcomes and operational excellence as we scale. 

The Role 

As a Client Strategy & Ops Manager, you’ll own strategic relationships across Finster’s largest enterprise and institutional clients. You’ll be responsible for driving adoption, expanding partnerships, and serving as the connective tissue between our clients, product, and go-to-market teams. 

You’ll combine financial domain expertise, commercial acumen, and technical fluency to help clients embed Finster’s platform deeply into their workflows

• Drive Client Impact: Lead engagement with senior stakeholders across institutional asset management and capital markets firms to ensure successful onboarding, adoption, and measurable outcomes. 

• Expand Strategic Relationships: Identify and execute opportunities to expand platform usage and revenue across existing clients, partnering closely with sales and leadership to scale enterprise accounts. 

• Champion the Client Voice: Translate client feedback into actionable insights for Finster’s product and research teams, helping to shape roadmap priorities and long-term product vision. 

• Operationalize Excellence: Develop playbooks, dashboards and analytics that improve visibility, efficiency, and impact across the commercial organization. 

• Support Strategic Initiatives: Collaborate with leadership on cross-functional initiatives such as pricing strategy, enterprise support models, and client impact reporting. 

• Enable AI Adoption: Partner with institutional clients to accelerate AI transformation across their organizations through workflow design, enablement, and hands-on support. 

Who You Are 

• 5–8 years of experience in or servicing asset management, investment banking, private markets, consulting, or capital markets technology. 

• Experience managing enterprise client relationships and driving outcomes across complex organizations. 

• Deep understanding of institutional investment workflows and data environments. 

• Exceptional communication, analytical, and stakeholder management skills. 

• Highly organized with a bias for action and an ability to thrive in dynamic, ambiguous settings. 

• Passionate about AI and its transformative potential in financial services. 

You Will Thrive Here if You 

• Are comfortable being challenged and feel at home with ambiguity and rapid change. 

• Enjoy working in an entrepreneurial, fast-paced environment where priorities can shift and new opportunities emerge quickly. 

• Can work autonomously. 

• Highly collaborative and are an effective communicator. 

Why Finster 

• Impact: As an early-stage company, you’ll be part of the team shaping the commercial and operational foundation of one of the most exciting AI platforms in financial services. 

• Exposure: You’ll work directly with senior leadership and clients at Tier 1 investment banks and asset managers. 

• Growth: Be part of a company scaling rapidly after Series A, with opportunities to grow the scope and responsibility of your role. 

• Exceptional team: We are a world class team that combines expertise from AI labs (Google DeepMind, Meta AI) with leading financial institutions (Morgan Stanley, J.P. Morgan, Rothschild & Co, Aviva Investors, Visible Alpha, Revolut).  

• Culture: We deeply value collaboration, intellectual curiosity, disagreement and high performance. 

Benefits at Finster AI 

We’re a growing, cross-functional team that values supporting each other's development. As part of the team, you can expect: 

• 25 days PTO, excluding bank holidays
• Flexible working - Our flexible work model aims to meet the needs of our diverse employee community by making work more flexible, connected, and inclusive. Depending on the role and needs of the team, Finster AI employees have the flexibility to work from home 2 days per week.
• Generous healthcare and dental package 

Compensation: $125,000-$140,000 + performance-based bonus

About Finster AI 

We’re a Series A stage firm, redefining the future of finance with our AI-native research and task automation platform, backed by leading, global venture investors. Founded by a team of experts from Google DeepMind, Meta AI, and J.P. Morgan, Finster AI provides cutting-edge solutions to help finance professionals unlock unique insights with greater efficiency and accuracy. We’re seeking a Client Strategy & Ops Associate to help drive customer outcomes and operational excellence as we scale. 

The Role 

As a Client Strategy and Ops Associate, you will collaborate directly with prospects and clients to help them realize the full value of Finster’s AI platform. You’ll identify opportunities for growth, ensure client success, and relay valuable insights to our product teams. 

As a subject matter expert on the Finster AI platform and its workflows, you will: 

• Drive client expansion:  Build and grow relationships with new and existing clients across investment banking, research, and private credit 

• Scale GTM infrastructure:  Help to operationalize Finster’s go-to-market motion including defining processes, managing tools (CRM, analytics, enablement), and helping to evolve sales and client success playbooks 

• Collaborate with Product:  Work closely with the product team to surface customer insights, identify workflow pain points, and influence roadmap priorities 

• Deliver Client Success:  Partner with users inside of investment banks to support their AI adoption journey and ensure they derive measurable value from Finster 

• Contribute to Operational Excellence:  Analyse, refine, and implement processes to improve efficiency, visibility, and scalability across the commercial organization 

• Execute Strategic Projects:  Assist with cross-functional strategic initiatives such as pricing strategy, commercial collateral development, client impact analysis 

Who You Are 

• 2–5 years of experience working in investment banking, private equity, or private credit 

• Deep understanding of investment banking workflows 

• Exceptional analytical, written, and verbal communication skills 

• Highly organized, with the ability to manage multiple priorities in a fast-paced, dynamic environment 

• Deep curiosity about AI and technology’s role in reshaping finance 

• Ambitious and motivated to accelerate your career in a high-growth, high impact environment 

You Will Thrive Here if You 

• Are comfortable being challenged and feel at home with ambiguity and rapid change 

• Enjoy working in an entrepreneurial, fast-paced environment where priorities can shift and new opportunities emerge quickly 

• Can work autonomously 

• Are highly collaborative and an effective communicator 

Why Finster 

• Impact: As an early-stage company, you’ll be part of the team shaping the commercial and operational foundation of one of the most exciting AI platforms in financial services 

• Exposure: You’ll work directly with senior leadership and clients at Tier 1 investment banks and asset managers 

• Growth: Be part of a company scaling rapidly after Series A, with opportunities to grow the scope and responsibility of your role 

• Exceptional team: We are a world class team that combines expertise from AI labs (Google DeepMind, Meta AI) with leading financial institutions (Morgan Stanley, J.P. Morgan, Rothschild & Co, Aviva Investors, Visible Alpha, Revolut) 

• Culture: We deeply value collaboration, intellectual curiosity, disagreement and high performance 

Benefits at Finster AI 

We’re a growing, cross-functional team that values supporting each other's development. As part of the team, you can expect: 

• 25 days PTO, excluding bank holidays
• Flexible working - Our flexible work model aims to meet the needs of our diverse employee community by making work more flexible, connected, and inclusive. Depending on the role and needs of the team, Finster AI employees have the flexibility to work from home 2 days per week.
• Generous healthcare and dental package 

Compensation: $125,000-$140,000 + performance-based bonus

About Finster AI 

We’re a Series A stage firm, redefining the future of finance with our AI-native research and task automation platform, backed by leading, global venture investors. Founded by a team of experts from Google DeepMind, Meta AI, and J.P. Morgan, Finster AI provides cutting-edge solutions to help finance professionals unlock unique insights with greater efficiency and accuracy.  We’re seeking a Client Strategy & Ops Associate to help drive customer outcomes and operational excellence as we scale. 

The Role 

As a Client Strategy and Ops Associate, you will collaborate directly with prospects and clients to help them realize the full value of Finster’s AI platform. You’ll identify opportunities for growth, ensure client success, and relay valuable insights to our product teams. 

As a subject matter expert on the Finster AI platform and its workflows, you will: 

• Help expand client opportunities:  Expand relationships with new and existing clients across investment banking, research, and asset management. 

• Help scale GTM infrastructure:  Help to operationalize Finster’s go-to-market motion including defining processes, managing tools (CRM, analytics, enablement), and helping to evolve sales and client success playbooks. 

• Collaborate with Product:  Work closely with the product team to surface customer insights, identify workflow pain points, and influence roadmap priorities. 

• Deliver Client Success:  Partner with users inside of asset management firms to support their AI adoption journey and ensure they derive measurable value from Finster. 

• Contribute to Operational Excellence:  Analyse, refine, and implement processes to improve efficiency, visibility, and scalability across the commercial organization. 

• Help Deliver Strategic Projects:  Assist with cross-functional strategic initiatives such as pricing strategy, commercial collateral development, client impact analysis. 

Who You Are 

• 2–4 years of experience either servicing or working in asset management, private equity, private credit, management consulting, or equity research. 

• Deep understanding of workflows inside of asset management. 

• Exceptional analytical, written, and verbal communication skills. 

• Highly organized, with the ability to manage multiple priorities in a fast-paced, dynamic environment. 

• Deep curiosity about AI and technology’s role in reshaping finance. 

• Ambitious and motivated to accelerate your career in a high-growth, high impact environment. 

You Will Thrive Here if You 

• Are comfortable being challenged and feel at home with ambiguity and rapid change. 

• Enjoy working in an entrepreneurial, fast-paced environment where priorities can shift and new opportunities emerge quickly. 

• Can work autonomously. 
• Highly collaborative and are an effective communicator. 

Why Finster 

• Impact: As an early-stage company, you’ll be part of the team shaping the commercial and operational foundation of one of the most exciting AI platforms in financial services. 

• Exposure: You’ll work directly with senior leadership and clients at Tier 1 investment banks and asset managers. 

• Growth: Be part of a company scaling rapidly after Series A, with opportunities to grow the scope and responsibility of your role. 

• Exceptional team: We are a world class team that combines expertise from AI labs (Google DeepMind, Meta AI) with leading Financial institutions (Morgan Stanley, J.P. Morgan, Rothschild & Co, Aviva Investors, Visible Alpha, Revolut).  

• Culture: We deeply value collaboration, intellectual curiosity, disagreement and high performance. 

Benefits at Finster AI 

We’re a growing, cross-functional team that values supporting each other's development. As part of the team, you can expect: 

• 25 days PTO, excluding bank holidays
• Flexible working - Our flexible work model aims to meet the needs of our diverse employee community by making work more flexible, connected, and inclusive. Depending on the role and needs of the team, Finster AI employees have the flexibility to work from home 2 days per week.
• Generous healthcare and dental package 

Compensation: $150,000-$200,000 + performance based bonus

About Finster AI 

Finster AI is the AI-native platform built for investment bankers, asset managers and research. Combining deep expertise in artificial intelligence and finance, Finster transforms AI from a tool into a true research and decision partner.  Led by veterans from DeepMind, Meta, JP Morgan and Morgan Stanley, Finster is redefining how the world’s leading asset managers and investment banks leverage AI. 

Role Overview 

We are seeking a driven, entrepreneurial Sales Executive to help spearhead our growth in the asset management vertical. You’ll be responsible for identifying, engaging, and closing new business opportunities while helping to shape Finster AI’s commercial strategy within this key market. 

This is a high-impact role suited to someone who thrives in fast-moving environments, enjoys autonomy, and is motivated by building and scaling from the ground up. 

Key Responsibilities 

• Build and manage a pipeline of qualified opportunities through proactive outreach, industry networking, and other lean generation channels.  

• Deliver compelling presentations and demos to C-suite and senior stakeholders at asset management firms. 

• Collaborate cross-functionally with product, marketing, and AI teams to deliver on customer outcomes. 

• Contribute to defining and refining sales processes and best practices as Finster AI continues to scale. 

• Represent Finster AI at industry conferences, events, and thought-leadership initiatives. 

Who You Are 

• Entrepreneurial and autonomous – You’re comfortable operating independently, setting priorities, and executing without heavy structure. 

• Deeply knowledgeable about finance – You understand the asset management landscape, its stakeholders, and decision-making dynamics. 

• Exceptional communicator – You can distill complex technical concepts into clear, easy to understand compelling business value. 

• Self-starter – You take initiative and are action oriented. 

• Hands-on and adaptable – You’re willing to roll up your sleeves, whether that means refining pitch decks, defining CRM processes, or ensuring client trials and POV’s are a success. 

• Collaborative – You partner effectively across teams and value shared success. 

Qualifications 

• 5–10 years of sales experience, ideally selling SaaS, data, AI or analytics solutions to asset managers or institutional investors. 

• Proven track record exceeding sales targets. 

• Strong understanding of investment workflows, data and technology adoption within asset management. 

• Bachelor’s degree in finance, Economics, Business, or a related field (MBA a plus). 

Compensation 

 Competitive with industry standards, including base salary, performance-based commission, and equity participation for the right candidate. 

Benefits at Finster AI 

We’re a growing, cross-functional team that values supporting each other's development. As part of the team, you can expect: 

• 25 days PTO, excluding bank holidays
• Flexible working - Our flexible work model aims to meet the needs of our diverse employee community by making work more flexible, connected, and inclusive. Depending on the role and needs of the team, Finster AI employees have the flexibility to work from home 2 days per week.
• Generous healthcare and dental package