About this role
About Anthropic
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, Partne