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Anthropic

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

Skills

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See also

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