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NEXTMOVEFDE careers · United States

Forward Deployed Banker

Technologies

AI · MCP · Rogo · Hebbia · AlphaSense · agents

About 9fin

AI platform centralising proprietary credit data, covenant/legal/ESG analysis, and workflows for institutions trading global debt and private credit.

Series C · 200–500 people

Job description

The full responsibilities and requirements are on the employer’s site.

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Source and classification

Customer adoption & accounts · Evidence for this classification:

The Role 9fin's bank clients operate at the centre of credit markets. Origination, structuring, syndication, and trading teams manage complex, specialised workflows, and they are actively excited about what AI can unlock across those workflows. Our job is to make that potential real inside their teams. The Forward Deployed Banker is the person who does it. You are a domain expert who has done the work yourself, and you can credibly sit across the table from a LevFin banker, a direct lending desk head, or a CLO structurer and say: "Here is how this changes the way you operate." You will work with 9fin's most strategic bank clients, drive deep adoption of our existing AI capabilities across origination and trading workflows, and become a critical voice in shaping what we build next. Every client engagement is a source of product intelligence. The insights you bring back from the front
More from the job description

About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. The Role 9fin's bank clients operate at the centre of credit markets. Origination, structuring, syndication, and trading teams manage complex, specialised workflows, and they are actively excited about what AI can unlock across those workflows. Our job is to make that potential real inside their teams. The Forward Deployed Banker is the person who does it. You are a domain expert who has done the work yourself, and you can credibly sit across the table from a LevFin banker, a direct lending de [... source excerpt omitted ...] ategic bank clients, drive deep adoption of our existing AI capabilities across origination and trading workflows, and become a critical voice in shaping what we build next. Every client engagement is a source of product intelligence. The insights you bring back from the front line will directly influence 9fin's AI product roadmap and sharpen how we win the next generation of bank deals. What You Will Do Map bank workflows and find the highest-value insertion points. Embed with client teams to document how origination, structuring, syndication, and trading work actually gets done end-to-end. Identify the three to five places where 9fin's AI can materially change the workflow. [... source excerpt omitted ...] viour, not intended usage. Drive adoption at your served accounts. Onboard named user cohorts, run enablement sessions with power users, identify and support champions inside the client. Monitor active usage and address dormant seats before they become churn signals. Review adoption monthly with client champions and quarterly with senior sponsors. Feed the field back into 9fin. Every deployment produces structured intelligence, fed to two consumers. First, product and engineering: prioritised requests tied to specific account and workflow context, patterns extracted across deployments. Second, the wider GTM cycle: case studies, demo assets, workflow evidence, and competitive

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