AI Solutions Outreach Specialist

The AI Solutions Outreach Specialist will be instrumental in organizing and evaluating AI tools for investment purposes, joining calls with various AI and financial companies, and staying updated with new opportunities and tools in the market. This role is part of a new team, Investment AI Solutions, focused on leveraging AI technologies to enhance investment strategies. The ideal candidate will have experience in consulting environments, possess strong organizational skills, and have a deep understanding of investment-focused tools.

• Strong organizational skills and ability to manage multiple vendor relationships
• Ability to join calls and engage with vendors
• Experience with AI tools and financial products
• Ability to evaluate and organize AI tools
• Understanding of investment-focused tools
• Exceptional client facing and interpersonal skills — highly organized, polished, and strong in executive?level communication.
• On?site presence in Baltimore 4 days per week to effectively support stakeholders and maintain team alignment.
• Strong business insight with an understanding of technology, tools, and product roadmaps — able to speak confidently with investors and tech?forward clients (including familiarity with platforms like Perplexity AI).

• Background in investment or financial sectors
• Experience in consulting environments like EY, Deloitte, or Accenture

• Join calls with various AI and financial companies to explore new opportunities
• Organize and evaluate AI tools for their effectiveness in investment strategies
• Stay updated with market trends and new AI technologies
• Collaborate with team members to integrate tools into the investment process