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Strategic Account Executive, Asset & Wealth Management

Anthropic· Sales
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Hybrid (New York, NY), Hybrid (San Francisco, CA)$380k - $450kFull-timePosted 9mo ago

About the role

Strategic Account Executive responsible for introducing Anthropic’s frontier AI platform to asset managers, wealth management firms, and institutional investors. Focused on enterprise-scale deals, building C-suite relationships, and embedding AI into research, portfolio management, client advisory, and operations within regulated financial industries.

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
  • 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

Qualifications

  • 5+ years of enterprise sales experience in asset management, wealth management, or institutional investing, with demonstrated success covering buy-side or wealth advisory organizations
  • 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
  • Driven, coachable, and on a steep growth trajectory

Skills

Required:Enterprise salesC-suite stakeholder engagementStrategic account planningForecasting and pipeline managementSolution storytelling / value messaging
Nice to have:Industry/regulatory awareness (financial services)

Benefits

  • Competitive compensation
  • Optional equity donation matching
  • Generous vacation and parental leave
  • Flexible working hours
  • Lovely office space for collaboration
Last updated Sep 2, 2026. Interested? Apply on the company site.

About Anthropic

building reliable, interpretable, and steerable AI systems

Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.

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