Role Overview

Harvey is the AI platform trusted by the world's leading law firms and corporate legal teams, and one of the fastest-growing companies in AI. Now we're bringing that to asset management — and this role owns it. We're building the team that will define how the world's leading asset managers, private equity firms, and institutional funds adopt AI. This is a ground-floor opportunity to own a new vertical — we're still proving out this motion, which means the person who joins will help write the playbook.

What You'll Do

• Develop and manage a named account list across asset management — private equity, venture, private credit, hedge funds, real assets, and institutional allocators (LPs) — and own the full sales cycle from prospecting through contracting and expansion.

• Build and manage senior relationships across each firm's legal, compliance, and investment teams — typically anchored by a GC, CLO, or CCO — expanding into portfolio-company counsel over time. Understand how decisions get made in these organizations and navigate accordingly.

• Lead complex, multi-threaded deals with stakeholders ranging from managing directors and general partners to day-to-day legal and compliance users — translating Harvey's AI capabilities into language that resonates with financial buyers.

• Work closely with product and engineering to stay current on Harvey's capabilities and shape solutions around how asset managers actually work — contract review, due diligence, portfolio company support, regulatory workflows.

• Conduct tailored demos and presentations that connect Harvey's product directly to the workflows and pain points specific to financial services buyers.

• Document what works. This team is building the asset management playbook from scratch, and your learnings will directly shape how we scale the motion.

What You Have

• Experience selling complex software or professional services into financial services (ideally asset management, private equity, or institutional funds). You understand how these firms are structured and how buying decisions get made.

• Proven ability to run a global or named account relationship — you've been the person a firm calls, not just the person who closes a deal and moves on. Ideally you've navigated a fund relationship or portfolio company motion.

• Background in enterprise software sales, management consulting, or a combination — we're intentionally mixing profiles on this team. If you've unlocked a major financial services account or come from a firm that advises these organizations, we want to talk to you.

• Comfortable operating in a motion that's still being defined. You're a builder who can prospect independently, iterate on messaging, and contribute to the team's collective learning.

• Genuine curiosity about AI and how it applies to knowledge-intensive work. You don't need a legal background, but you should be excited about what Harvey is doing and motivated to develop real fluency in the space.

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