Strategic Account Executive, Asset & Wealth Management

Anthropic
New York
Workplace: HybridFull timeUSD 290,000 - 435,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Negotiation","Presentation","Collaboration","Strategic thinking"]

Strategic, enterprise-focused sales role to drive adoption of AI-enabled solutions in asset & wealth management. Lead full sales cycles, design account-specific strategies, identify new use cases across wealth management workflows, build consensus among senior stakeholders, and relay customer insights to shape product and GTM decisions. Collaboration with GTM, Product, Policy, and Marketing to accelerate revenue in regulated, performance-driven environments.

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Anthropic
Anthropic
7 months ago

Strategic Account Executive, Asset & Wealth Management

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Last checked: 17 hours agoStatus: Live

Job Summary

Strategic, enterprise-focused sales role to drive adoption of AI-enabled solutions in asset & wealth management. Lead full sales cycles, design account-specific strategies, identify new use cases across wealth management workflows, build consensus among senior stakeholders, and relay customer insights to shape product and GTM decisions. Collaboration with GTM, Product, Policy, and Marketing to accelerate revenue in regulated, performance-driven environments.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key 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.

Pay and Benefits

Salary: USD 290,000 - 435,000 annually

Key Requirements

  • •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
Experience:5+ yearsAsset managementWealth management
Education:Bachelor's
Skills:CommunicationNegotiationPresentationCollaborationStrategic thinking
Languages:English
Tech Stack:AI

Eligibility

Work Authorization:Sponsorship available.

Company Brief

Anthropic
Develops large-scale AI systems and safety research to create reliable, steerable, and interpretable AI assistants and models for commercial and research applications.
Industry: AI & Machine Learning
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series C
Headquarters: San Francisco, United States
Founded: 2021
WebsiteLinkedIn