9fin Forward Deployed Banker at 9fin working with bank clients to integrate AI into credit market workflows. Drive adoption and provide feedback to shape AI product development.
Responsibilities
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."
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. Co-author adoption success criteria with the client, tied to their business outcomes.
Build 9fin's AI into those workflows. Take the identified insertion points and build them out using 9fin's toolkit: in-platform capabilities, MCP integrations, agents, and future capabilities as they ship. Weighted by workflow depth, not count. Iterate based on real usage behaviour, 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 intelligence that sharpen the next GTM cycle.
Spot expansion. Identify opportunities inside served accounts for new users, new use cases, new departments, or new products. Document with context and hand to Account Management for commercial follow-up.
You are a subject matter expert with 3+ years of practitioner experience at a bank, with fluency across end-to-end workflows in your area, not just the data those workflows consume. Specifically, in one or more of the following:
LevFin Origination. Leveraged finance origination, syndication, or capital markets execution at a bulge bracket IB or boutique advisory
Direct Lending. Bank direct lending or private credit desk experience covering underwriting, portfolio monitoring, or origination
CLO Structuring. Bank CLO arranging, warehousing, or structuring desk experience
Bank corporate or transformation functions. Chief Data Office, Digital Transformation, Innovation, or AI Strategy roles where you have led or contributed to AI and workflow transformation projects specifically in leveraged finance, direct lending, or CLO structuring.
