Strategic Account Executive, Asset & Wealth Management - FSI

Strategic Account Executive (Asset & Wealth Management)

Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.

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.

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. 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.

Key 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

Minimum 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
• 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
• Driven, coachable, and on a steep growth trajectory

Preferred qualifications

• 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

The annual compensation range for this role is listed below.

For sales roles, the range provided is the role's On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role.

Annual Salary: $380,000 $450,000 USD

Logistics

Minimum education: Bachelor's degree or an equivalent combination of education, training, and/or experience

Required field of study: A field relevant to the role as demonstrated through coursework, training, or professional experience

Minimum years of experience: Years of experience required will correlate with the internal job level requirements for the position

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.

Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.

We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team.

Your safety matters to us. To protect yourself from potential scams, remember that Anthropic recruiters only contact you from @anthropic.com email addresses. In some cases, we may partner with vetted recruiting agencies who will identify themselves as working on behalf of Anthropic. Be cautious of emails from other domains. Legitimate Anthropic recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about a communication, don't click any linksvisit anthropic.com/careers directly for confirmed position openings.

How We're Different

We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact advancing our long-term goals of steerable, trustworthy AI rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.

The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.

Come Work With Us!

Anthropic is a public benefit corporation headquartered in San Francisco. We offer 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. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process.