Strategic Account Executive, Asset & Wealth Management

About Anthropic

Anthropics 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 youll 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. Youll drive adoption of Claude across asset managers hedge funds private banks wealth managers and family officeshelping them transform workflows in investment research portfolio analytics client reporting and advisor productivity.

Youll 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 collaboration with GTM Product Policy and Marketing teams youll 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 workflowsinvestment research and analysis portfolio construction and reporting client communications compliance documentation and advisor/analyst enablementcollaborating 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 technologyincluding 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

Logistics

Education requirements: We require at least a Bachelors degree in a related field or equivalent experience.

Location-based hybrid policy: Currently we expect all staff to be in one of our offices at least 25% of the time. However some roles may require more time in our offices.

Visa sponsorship:We do sponsor visas! However we arent able to successfully sponsor visas for every role and every candidate. But if we make you an offer we will make every reasonable effort to get you a visa and we retain an immigration lawyer to help with this.

We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy so we urge you not to exclude yourself prematurely and to submit an application if youre interested in this work. We think AI systems like the ones were building have enormous social and ethical implications. We think this makes representation even more important and we strive to include a range of diverse perspectives on our team.

Your safety matters to us.To protect yourself from potential scams remember that Anthropic recruiters only contact you addresses. Be cautious of emails from other domains. Legitimate Anthropic recruiters will never ask for money fees or banking information before your first day. If youre ever unsure about a communication dont click any linksvisit for confirmed position openings.

How were 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. Were 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.

Come work with us!

Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits optional equity donation matching generous vacation and parental leave flexible working hours and a lovely office space in which to collaborate with colleagues. Guidance on Candidates AI Usage:Learn aboutour policyfor using AI in our application process