---
title: 'Forward Deployed Banker (AI Strategist) at Hebbia AI'
canonical: 'https://feeny.ai/job/forward-deployed-banker-ai-strategist-hebbia-ai-new-york-5rm6rzdk10vt'
type: 'job'
last_seen: '2026-09-11'
---

# Forward Deployed Banker (AI Strategist) at Hebbia AI

- **Company:** Hebbia AI
- **Location:** New York, NY
- **Compensation:** $90k–$160k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-04-08
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/hebbia-ai/a1d492a2-efba-4c4f-a243-e98b0ce2a967/application

**Skills:** Large Language Models (LLMs), AI Strategy, Client-facing experience in investment banking or financial services, LLM technical knowledge, SaaS deployment, Technical startup experience, Founder experience

> The Forward Deployed Banker acts as a strategic advisor to global financial institutions, driving the deployment and value creation of Hebbia's AI platform. This role involves leveraging cutting-edge LLMs to optimize workflows, build domain expertise in banking and legal processes, and lead post-sales commercial str...

## Job description

## About Hebbia

The AI platform for investors and bankers that generates alpha and drives upside. Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for [BlackRock](https://www.blackrock.com/us/individual/about-us/about-blackrock?cid=ppc:blk_us:corpaffairs_us_br_reputationmediamanagement_na_exact_ol:google:brand_nonprod:ol&gclsrc=aw.ds&gad_source=1&gad_campaignid=21584717446&gbraid=0AAAAACc6WDFbRb5bgB6zxVFLE_7yIy25I&gclid=CjwKCAiA9aPKBhBhEiwAyz82J2uDlcIPVsy0fhSZMS_rp_OsGerYzYFPFfLo4TlN8K4eCHWzPfvysRoC7oQQAvD_BwE), [KKR](https://www.kkr.com/), [Carlyle](https://www.carlyle.com/), [Centerview](https://www.centerviewpartners.com/), and 40% of the world’s largest asset managers. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $30 trillion in assets globally. We deliver the intelligence that gives finance professionals a definitive edge. Our AI uncovers signals no human could see, surfaces hidden opportunities, and accelerates decisions with unmatched speed and conviction. We do not just streamline workflows. We transform how capital is deployed, how risk is managed, and how value is created across markets. Hebbia is not a tool. Hebbia is the competitive advantage that drives performance, alpha, and market leadership.

## About the AI Strategy Team

Our AI Strategists are deep domain experts and problem-solvers who bridge product, commercial strategy, and customer impact. They understand deeply the manual drain of our users’ workflows and the myriad ways Hebbia provides value, and are focused on embedding and expanding Hebbia use cases within customer environments to maximize ROI and transform how work gets done. As we continue to scale in hypergrowth, our AI Strategists sit at the intersection of GTM, product, and post-sales - helping shape commercial strategy and expanding our footprint across the global financial industry landscape. The team owns deployment and early adoption, leads strategic growth initiatives post-sale, and partners cross-functionally to inform product roadmap, sales strategy, and executive account management.

## About the Role

This is not a typical post-sales role: you’ll drive the strategic deployment and measurable value creation of Hebbia’s platform across top global financial institutions, shaping how AI transforms the enterprise. Our AI Strategists bring curiosity, critical thinking, commercial edge, and executive polish - they  move seamlessly between strategic conversations and hands-on execution in a fast-moving environment. If you thrive on solving complex problems, building meaningful partnerships, and helping define how AI reshapes finance, we’d love to meet you. This role is based out of our New York City office (5 days per week).

## Responsibilities

- Apply cutting-edge AI: Develop expertise with leading LLMs (Opus 4.6, GPT-5.2, Gemini 3, etc.), become a SME in Hebbia’s product and features, and apply to complex professional settings and workflows
- Build domain expertise: Develop an intimate understanding of the complex banking, financial and legal workflows of our users (e.g., credit agreements, lease documents, etc.)
- Become a core advisor: Deeply understand our customer stakeholders, drive value and growth as a trusted AI advisor
- Drive value-backed growth: Identify and capture value with customers, serving as a key driver of our land-and-expand commercial strategy
- Optimize processes for scale: Define and constantly enhance internal processes and workflows to shape the post-sales team and improve our customer experience
- Own in ambiguity: Operate with autonomy and clarity in fast-moving, unstructured environments - quickly distill complex problems, learn on the fly, and drive toward actionable solutions across customer and product needs

## Who You Are

- Bachelor’s degree, preferably in Finance, Economics, Computer Engineering, or Pre-Law
- 1-5 years of client-facing experience in investment banking, institutional investments (private credit, private equity, hedge funds, asset management, investment research), professional services (accounting, consulting, insurance, corporate law), or Fortune 500 corporate finance roles with significant client-facing and leadership responsibilities.; relevant internship experience can be considered for recent grads
- Strong ownership mindset with a demonstrated track record of outperformance, value creation, and expanded responsibilities
- Experience and comfort with leading LLM models and tools; we want to hear about what you’ve built/tested/researched

Bonus:

- 5-10 years of client-facing experience with an emphasis on relationship-building
- Strong commercial acumen and experience driving revenue expansion, particularly deploying AI/SaaS into enterprise organizations
- Technical startup and/or founder experience, building systems and processes for scale
- LLM technical knowledge and practical experience implementing into professional workflows

## Compensation

The combined base + bonus compensation range (OTE) for this role is $90,000 - $160,000 + competitive equity. The OTE range for those who meet Bonus qualifications is $160,000 - $225,000. These ranges are inclusive of several career levels at Hebbia and will be narrowed during the interview process based on the candidate’s experience and qualifications. Adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. Life @ Hebbia PTO: Unlimited Insurance: Medical + Dental + Vision + 401K + Wellness Benefits Eats: Catered lunch daily + doordash dinner credit Parental leave policy: 3 months non-birthing parent, 4 months for birthing parent Fertility benefits: $15k lifetime benefit New hire equity grant: competitive equity package with unmatched upside potential #LI-Onsite

## About Hebbia AI

## Company Overview
- **One-liner**: Hebbia builds AI agents purpose-built for finance, law, and other high-stakes knowledge work, enabling complex task automation over vast document sets.
- **Entity Type**: Private (Series B, $161.1M total funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2020
- **Founders**: George Sivulka

## Core Business
- **Primary Industry**: Artificial Intelligence for Finance and Professional Services
- **Target Customers**: B2B – investment banks, asset managers, hedge funds, Fortune 500 companies, law firms, and consulting firms
- **Mission / Purpose**: Deliver “the AI you were promised” – useful, citation-backed AI that handles real finance workflows at institutional scale.

## Products & Services
- **Hebbia Matrix**: Enterprise AI agent platform that interprets complex tasks, breaks them into sub-actions, and reasons over large corpora of documents (filings, research, internal docs, data feeds). Includes features like intelligent search, slide generation, spreadsheet creation, and automated workflow execution. Integrates with data providers (FactSet, S&P Capital IQ, PitchBook, etc.) and content stores (SharePoint, Box, Dropbox, AWS S3, email). Delivers citation-backed answers.

## Market Standing
- **Valuation**: Not publicly disclosed (recent Series B at $130M suggests significant growth; some sources hint at $1.5B+ post-money but unconfirmed).
- **Key Metrics**:
  - **Total Funding**: $161.1M (Pre-seed $1.1M led by Floodgate; Series A $30M led by Index Ventures; Series B $130M led by Andreessen Horowitz)
  - **AUM of Firms Using Hebbia**: $30 trillion
  - **Average Prompts Per Day**: 200,000
  - **Tokens Processed by Investors**: 2 trillion+
- **Notable Investors / Partners**: Andreessen Horowitz, Peter Thiel, Index Ventures, Floodgate. Integrates with Snowflake, FactSet, S&P Capital IQ, Guidepoint, Third Bridge, and more.
- **Growth Signals**:
  - Headcount grew 17.9% year-over-year to 124 employees (as of early 2026).
  - 41 open positions across engineering, GTM, AI strategy, and design.
  - Acquired FlashDocs in June 2025.
  - Used by over 40% of the largest asset managers by AUM and top investment banks.
  - Expanding internationally (offices in NYC, SF, London; remote roles in APAC and Middle East).

## Competitive Advantages
- **First-mover advantage in LLM productionization**: One of the first companies to use LLMs in production (2020) and pioneer retrieval-augmented generation (RAG).
- **Proprietary ISD architecture**: Matrix goes beyond chat – it runs complex, multi-step workflows defined by the client’s processes.
- **Deep domain focus**: Employees include former bankers, investors, lawyers, and consultants who understand finance workflows intimately.
- **Enterprise-grade security**: ISO/IEC 42001:2023, SOC 2 Type II, end-to-end encryption (AES-256, TLS 1.2+), no training on user data, GDPR, CCPA compliant.
- **Network effects**: Every insight and workflow a firm encodes becomes institutional knowledge reused across the team, increasing switching costs.

## Strategic Focus
- **Deepen finance vertical**: Continue replacing manual analyst workflows with AI agents for origination, screening, diligence, and reporting.
- **Expand into law and consulting**: Already serving legal and consulting firms, with dedicated AI Strategist roles for corporate law.
- **Scale agent collaboration**: Building “Agent Collaboration Platform” to let multiple agents work together on complex tasks.
- **International growth**: Establishing sales presence in UK/Europe, APAC, and Middle East.

## Why Work Here
- **Culture**: High ownership, hard problems, and cross-domain collaboration. Team includes ex-bankers, ex-McKinsey, ex-Google, ex-Microsoft, ex-Stripe. “The best work happens when the people doing it actually care.”
- **Work Arrangement**: Hybrid model with offices in Downtown New York, San Francisco, and London; some fully remote roles available (APAC, Middle East, certain GTM roles).
- **Perks**:
  - Startup equity
  - Competitive salary
  - Daily catered lunches
  - Flexible PTO
  - Comprehensive medical, dental, vision insurance
  - Fertility HRA
  - Parental leave
- **Engineering Culture**:
  - Small, high-impact teams.
  - Focus on reliability, scalability, and pushing the limits of applied AI.
  - 34 technical staff (22% of company).
  - Active open-source? Not mentioned, but strong internal R&D.
- **Growth Trajectory**: Rapidly scaling headcount (17% YoY), raising large rounds, and acquiring complementary tech – typical for a high-growth startup with significant market traction.

## Sources
1. [hebbia.com](https://www.hebbia.com/)
2. [hebbia.com/about](https://www.hebbia.com/about)
3. [hebbia.com/careers](https://www.hebbia.com/careers)
4. [LinkedIn/Heebia](https://www.linkedin.com/company/hebbia)
5. [PitchBook - Hebbia Profile](https://pitchbook.com/profiles/company/439260-40)

## Other roles at Hebbia AI

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- [Corporate Administrator](https://feeny.ai/job/corporate-administrator-hebbia-ai-new-york-5daewbqx6kj0) — New York, NY
- [AI Strategist, Corporate Law](https://feeny.ai/job/ai-strategist-corporate-law-hebbia-ai-new-york-frrkxcqjsbx3) — New York, NY
- [Account Development Representative](https://feeny.ai/job/account-development-representative-hebbia-ai-new-york-33n720wnybrn) — New York, NY
- [Forward Deployed Investor (AI Strategist)](https://feeny.ai/job/forward-deployed-investor-ai-strategist-hebbia-ai-new-york-b5hnwcxzcjkx) — New York, NY
- [GTM Systems](https://feeny.ai/job/gtm-systems-hebbia-ai-new-york-eyh85rj0xmte) — New York, NY
- [GTM Engineer](https://feeny.ai/job/gtm-engineer-hebbia-ai-new-york-s81gtne5fqxe) — New York, NY
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- [Integrations Engineer](https://feeny.ai/job/integrations-engineer-hebbia-ai-new-york-rm67s36hdwt3) — New York, NY
- [Client Partner](https://feeny.ai/job/client-partner-hebbia-ai-new-york-j8svsyb0evzf) — New York, NY