Client Strategy & Operations Associate - Asset Management (New York)

Finster AI is a Series A stage firm, redefining the future of finance with their AI-native research and task automation platform. They are seeking a Client Strategy & Ops Associate to collaborate with clients, drive customer outcomes, and ensure operational excellence as the company scales.

Responsibilities:

• 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