Strategic Account Executive, Asset & Wealth Management

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. 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