Strategic Account Executive (Asset & Wealth Management)
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Description
- As a Strategic Account Executive (Asset & Wealth Management) at Anthropic, you’ll join the foundational team introducing our frontier AI platform to the world’s leading asset managers, wealth management firms, and institutional investors
- You’ll drive adoption of safe, frontier AI by securing strategic, enterprise-scale deals across asset management, wealth management, and institutional investment organizations
- You’ll leverage deep A&WM sales expertise to grow revenue while becoming a trusted advisor to industry stakeholders — helping them embed AI into research, portfolio management, client advisory, and operations workflows, and uncovering its full range of capabilities
- Working closely with Product and Marketing, you’ll continuously sharpen our value proposition, sales motion, and market positioning for A&WM decision-makers
- By driving deployment of Anthropic’s emerging products into A&WM enterprises, you’ll help these organizations unlock new capabilities while advancing the responsible development of AI
- Own a book of strategic, high-value accounts across asset management, wealth management, and institutional investment organizations, carrying and exceeding an individual revenue target
- Engage personally with C-level and senior technical stakeholders (CIOs, CTOs, Heads of Research, Heads of Data/AI) — building business cases and value narratives, and navigating complex procurement, security, regulatory, and legal review through to production deployment and expansion
- Identify and prioritize high-potential opportunities within your accounts, building and executing account plans that turn strategic relationships into committed revenue
- Run a disciplined pipeline and forecasting cadence — accurate deal inspection, clear next steps, and predictable, coachable execution across a high-value, long-cycle book of business
- Partner closely with Applied AI, Solutions Architecture, and Product to design solutions, prove value quickly, and translate A&WM-specific needs — research, portfolio management, client advisory, operations — into product and roadmap input
- Codify winning use cases, proof points, and reference stories from your deals, partnering with Marketing and Enablement to help scale them across the broader FSI motion
- Orchestrate cross-functional and partner motions with Customer Success, Legal, Partnerships, and cloud partners to deliver a seamless customer experience, and represent Anthropic as a visible, trusted voice with customers and at industry events
Benefits
- Comprehensive health, dental, and vision insurance for you and your dependents
- Inclusive fertility benefits via Carrot Fertility
- 22 weeks of paid parental leave
- Flexible paid time off and absence policies
- Mental health support for you and your dependents
- Competitive salary and equity packages
- Optional equity donation matching at a 1:1 ratio, up to 25% of your equity grant
- Retirement plans with competitive matching
- Life and income protection plans
- $500/month flexible wellness and time saver stipend
- Commuter benefits
- Annual education stipend
- Home office stipends
- Relocation support for those moving for Anthropic
- Daily meals and snacks in the office
- The ideal candidate is energized by building a new category in an established, highly regulated industry — identifying high-potential accounts across asset managers, wealth managers, and institutional investors, and running the strategies to win them
- Operational rigor across complex, multi-stakeholder sales cycles — balancing velocity with deal quality and forecasting accurately in fast-changing environments
- Experience winning and growing strategic enterprise accounts, including building C-suite relationships, within asset and wealth management
- 5+ years of enterprise sales experience in asset management, wealth management, or institutional investing, with demonstrated success covering buy-side or wealth advisory organizations
- A track record of carrying and exceeding quota in enterprise sales of technical, complex products (API-first platforms, cloud infrastructure, data/ML platforms, or enterprise SaaS)
- A genuine interest in deploying AI responsibly and motivation to advance Anthropic’s mission of building safe, beneficial AI
- Credibility with technical buyers and builders — CIOs, CTOs, CDOs, Heads of AI/ML — and experience pairing effectively with solutions architects and applied AI teams
- Driven, coachable, and on a steep growth trajectory
- We encourage you to apply even if you do not believe you meet every single qualification
- Familiarity with consumption- or usage-based commercial models and value-based pricing conversations
- Experience bringing generative AI or LLM-based products, or other emerging platform technologies, to large asset managers or wealth management firms
- Deep familiarity with regulated-industry selling — data governance, fiduciary/compliance-driven procurement, security review, and the governance expectations of buy-side and wealth organizations
- Experience navigating long, multi-stakeholder enterprise cycles typical of institutional investment and wealth advisory procurement
- Experience selling with and through cloud and ecosystem partners such as AWS, Google Cloud, and global systems integrators