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Glocap Tech · 2 days ago

Financial Services GTM Lead

Manhattan, NY

Full-time

Onsite

Senior Level

$150K/yr - $250K/yr

5+ years exp

Glocap Tech is partnering with a well-funded, Series B fintech building an AI-powered digital coworker for financial professionals. The Financial Services GTM Lead will work directly with investment banks, hedge funds, and asset managers to improve workflows and decision-making processes through the company's innovative product.

Staffing & Recruiting

Hiring Manager

Peter K.

Responsibilities

Work directly with investment banks, hedge funds, and asset managers to understand real workflows, pain points, and decision-making processes

Act as a trusted advisor to clients, using your finance background to demonstrate how the product materially improves speed, accuracy, and insight

Own the full GTM (business development) lifecycle, from early client conversations through pilots, commitments, and long-term adoption

Partner closely with engineers and product leadership to translate client needs into product direction and roadmap decisions

Help define how AI is practically deployed on Wall Street based on real usage rather than theory

Play a visible role in shaping the business development motion, messaging, and early customer base as the company scales

Qualification

Financial modelingFinancial services experienceClient engagementCommercial acumenIntellectual curiosityProblem-solvingCommunication skills

Required

5-7 years experience in financial services, such as management consulting, investment banking, hedge funds, asset management, private equity, or related roles

Hands-on experience building financial models in Excel, with a deep understanding of how analysts and investors actually work

Strong client-facing or client engagement experience and comfort leading conversations with sophisticated financial professionals

Commercially savvy with sound judgment and the ability to balance client needs, product realities, and business outcomes

No prior GTM or sales experience required, as this role values domain credibility, communication skills, and problem-solving ability over traditional sales backgrounds

Intellectual curiosity and appetite for working in a fast-moving, in-person startup environment