Transformation Associate

The Role

We are hiring a Transformation Associate to partner directly with our Chief Innovation Officer on the most strategic initiatives shaping how Rogo scales inside the world’s largest financial institutions. This is a high‑visibility, jack‑of‑all‑trades role at the intersection of strategy, customer transformation, and AI rollout.

Day one, you will be a true generalist: managing projects, building decks, structuring analyses, and sitting in rooms with senior executives at Rogo and our clients. Over time, this role is the foundation of Rogo’s emerging Transformation team – a group that will help the world’s leading financial institutions transform themselves in the age of AI.

• Partner directly with the Chief Innovation Officer on strategic initiatives spanning enterprise expansion, partnerships, and AI transformation programs
• Drive embedded deployments of Rogo / Felix inside flagship financial institutions – supporting the path from thousands of power users to firmwide rollouts across hundreds of thousands of employees
• Help build and execute Rogo’s joint go‑to‑market motion with strategic consulting partners, to co‑serve banks, asset managers, and other financial institutions
• Design and operate AI upskilling and reskilling curricula
• Structure ambiguous, strategic problems into clear work streams – and then run them: building project plans, owning deliverables, and driving outcomes across internal and client stakeholders
• Build executive‑quality materials (decks, memos, models) for use with C‑suite audiences at Rogo and at the world’s largest financial institutions
• Serve as a connective tissue across product, GTM, partnerships, and client teams – surfacing what is working, where we are stuck, and what needs to change
• Help scaffold the Rogo Transformation team over time, with a clear path to take ownership of client transformation engagements as the function grows

• At least 3 years of professional experience, ideally in one of these areas:
  • Investment banking with strategy exposure
  • Management consulting with financial institutions
  • Chief of staff at a high‑growth startup up
• Strong commercial and strategic instincts paired with the willingness and ability to be in the weeds – building the deck, running the model, owning the tracker
• Intellectually nimble: able to absorb a new domain quickly, form a point of view, and pressure‑test it with senior operators
• Excellent project management instincts – comfortable holding multiple work streams, stakeholders, and deadlines without losing the thread
• Polished executive presence and communication; credible in rooms with senior executives at Rogo and at large financial institutions
• AI‑native: uses AI tools fluently every day and is excited to push the frontier of how AI changes financial services
• Thrives in zero‑to‑one environments – comfortable building structure from ambiguity and rolling up your sleeves to do whatever the moment requires
• Based in (or willing to relocate to) New York and excited to work in‑office alongside the team

• You thrive in fast‑paced environments. You are high‑intensity and care a lot about what you do, and you’re ecstatic to work at a startup.
• You are ambitious. You have fun solving problems that others think are impossible.
• You are curious. You find joy in learning about AI, technology, and finance.
• You are an owner. You are autonomous, self‑directed, and comfortable working with ambiguity.
• You are collaborative, organized, thoughtful, and kind
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