Anthropic · 1 day ago
Strategic Account Executive, Asset & Wealth Management
San Francisco, CA
Full-time
Hybrid
Senior Level
$290K/yr - $435K/yr
5+ years expAnthropic is a public benefit corporation focused on creating reliable and interpretable AI systems. They are seeking a Strategic Account Executive to drive the adoption of AI solutions in asset and wealth management, working with high-net-worth clients and institutions managing significant assets.
Artificial Intelligence (AI)Foundational AIGenerative AIInformation TechnologyMachine Learning
Responsibilities
Own the full sales cycle from prospecting through close, winning new business and driving revenue within asset and wealth management accounts. Navigate organizational structures to reach decision-makers across investment teams, operations, technology, and client-facing functions
Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of investment management firms. Translate market intelligence into targeted account plans and campaigns
Identify and develop new use cases across wealth management workflows—investment research and analysis, portfolio construction and reporting, client communications, compliance documentation, and advisor/analyst enablement—collaborating cross-functionally to differentiate our offerings
Build consensus across complex stakeholder ecosystems including portfolio managers, Chief Investment Officers, Chief Technology Officers, compliance teams, and procurement
Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning
Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency
Qualification
Required
5+ years of enterprise B2B sales experience, with significant time selling into asset managers, hedge funds, private banks, wealth managers, or family offices
A track record of closing complex, multi-stakeholder deals within investment management firms by navigating both technical requirements and business use cases
Deep familiarity with how asset and wealth managers buy technology—including vendor due diligence, regulatory compliance reviews, and enterprise procurement processes
Experience negotiating enterprise agreements within investment management procurement frameworks, including navigating legal, compliance, and infosec requirements
Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process
Strong communication skills and the ability to present confidently to audiences ranging from investment analysts to C-suite executives
Understanding of asset and wealth management operations, investment priorities, and competitive dynamics in the sector
A strategic, analytical mindset combined with creative tactical execution
Genuine enthusiasm for AI and its potential to transform investment management, paired with appreciation for the importance of safe, responsible, and compliant deployment
We require at least a Bachelor's degree in a related field or equivalent experience
Benefits
Equity and benefits
Optional equity donation matching
Generous vacation and parental leave
Flexible working hours
Company
Anthropic
Anthropic is an AI research company that focuses on the safety and alignment of AI systems with human values.
501-1000 employees
H1B Sponsorship
Anthropic has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (13)
2023 (3)
2022 (4)
2021 (1)
Funding
Current Stage
Late StageTotal Funding
$33.74BKey Investors
Lightspeed Venture PartnersGoogleAmazon
2025-09-02Series F· $13B
2025-05-16Debt Financing· $2.5B
2025-03-03Series E· $3.5B
Leadership Team
Dario Amodei
CEO & Co-Founder
Daniela Amodei
President and co-founder
Recent News
Qualcomm Ventures
2026-01-10
2026-01-09
Company data provided by crunchbase