Strategic Account Executive, Asset & Wealth Management - FSI
About the role
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.
Responsibilities
- 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.
- 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.
- 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.
Requirements
- 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).
- Experience winning and growing strategic enterprise accounts, including building C-suite relationships, within asset and wealth management.
- Operational rigor across complex, multi-stakeholder sales cycles — balancing velocity with deal quality and forecasting accurately in fast-changing environments.
- Credibility with technical buyers and builders — CIOs, CTOs, CDOs, Heads of AI/ML — and experience pairing effectively with solutions architects and applied AI teams.
- A genuine interest in deploying AI responsibly and motivation to advance Anthropic's mission of building safe, beneficial AI.
Qualifications
- Driven to build 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.
- 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 selling with and through cloud and ecosystem partners such as AWS, Google Cloud, and global systems integrators.
- Familiarity with consumption- or usage-based commercial models and value-based pricing conversations.
- Experience navigating long, multi-stakeholder enterprise cycles typical of institutional investment and wealth advisory procurement.
Skills
Driven, energetic, and passionate about deploying AI responsibly. Motivated to build 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.
Benefits
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.
Pay
$380,000—$450,000 USD
Schedule
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.