Strategic Account Executive, Asset & Wealth Management
New York City, NY; San Francisco, CAFull-TimeMid-levelAccounts / Finance
About Anthropic
- Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.
- As an Account Executive focused on Asset & Wealth Management at Anthropic, you'll be part of the foundational team bringing frontier AI to the institutions that manage trillions in assets and serve high-net-worth clients around the world. You'll drive adoption of Claude across asset managers, hedge funds, private banks, wealth managers, and family offices—helping them transform workflows in investment research, portfolio analytics, client reporting, and advisor productivity.You'll leverage consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated, performance-driven environments. In collaboration with GTM, Product, Policy, and Marketing teams, you'll shape our approach to this high-value vertical and help define how AI enhances both investment decision-making and client experience in wealth management.
Responsibilities
- Own the full sales cycle from prospecting through close, winning new business and driving revenue within asset and wealth management accounts. Navigate organizational structures to reach decision-makers across investment teams, operations, technology, and client-facing functions.
- Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of investment management firms. Translate market intelligence into targeted account plans and campaigns.
- Identify and develop new use cases across wealth management workflows—investment research and analysis, portfolio construction and reporting, client communications, compliance documentation, and advisor/analyst enablement—collaborating cross-functionally to differentiate our offerings.
- Build consensus across complex stakeholder ecosystems including portfolio managers, Chief Investment Officers, Chief Technology Officers, compliance teams, and procurement.
- Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.
- Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.
- Own the full sales cycle from prospecting through close, winning new business and driving revenue within asset and wealth management accounts. Navigate organizational structures to reach decision-makers across investment teams, operations, technology, and client-facing functions.
- Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of investment management firms. Translate market intelligence into targeted account plans and campaigns.
- Identify and develop new use cases across wealth management workflows—investment research and analysis, portfolio construction and reporting, client communications, compliance documentation, and advisor/analyst enablement—collaborating cross-functionally to differentiate our offerings.
- Build consensus across complex stakeholder ecosystems including portfolio managers, Chief Investment Officers, Chief Technology Officers, compliance teams, and procurement.
- Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.
- Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.
You may be a good fit if you have
- 5+ years of enterprise B2B sales experience, with significant time selling into asset managers, hedge funds, private banks, wealth managers, or family offices
- A track record of closing complex, multi-stakeholder deals within investment management firms by navigating both technical requirements and business use cases
- Deep familiarity with how asset and wealth managers buy technology—including vendor due diligence, regulatory compliance reviews, and enterprise procurement processes
- Experience negotiating enterprise agreements within investment management procurement frameworks, including navigating legal, compliance, and infosec requirements
- Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process
- Strong communication skills and the ability to present confidently to audiences ranging from investment analysts to C-suite executives
- Understanding of asset and wealth management operations, investment priorities, and competitive dynamics in the sector
- A strategic, analytical mindset combined with creative tactical execution
- Genuine enthusiasm for AI and its potential to transform investment management, paired with appreciation for the importance of safe, responsible, and compliant deployment
- 5+ years of enterprise B2B sales experience, with significant time selling into asset managers, hedge funds, private banks, wealth managers, or family offices
- A track record of closing complex, multi-stakeholder deals within investment management firms by navigating both technical requirements and business use cases
- Deep familiarity with how asset and wealth managers buy technology—including vendor due diligence, regulatory compliance reviews, and enterprise procurement processes
- Experience negotiating enterprise agreements within investment management procurement frameworks, including navigating legal, compliance, and infosec requirements
- Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process
- Strong communication skills and the ability to present confidently to audiences ranging from investment analysts to C-suite executives
- Understanding of asset and wealth management operations, investment priorities, and competitive dynamics in the sector
- A strategic, analytical mindset combined with creative tactical execution
- Genuine enthusiasm for AI and its potential to transform investment management, paired with appreciation for the importance of safe, responsible, and compliant deployment
- The annual compensation range for this role is listed below.
- For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role.
How we're different
- We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact — advancing our long-term goals of steerable, trustworthy AI — rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.
- The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
