Strategic Account Executive, Asset & Wealth Management

About the role

Anthropic is seeking a Strategic Account Executive to lead the introduction of its frontier AI platform to top asset managers, wealth management firms, and institutional investors. You will act as a trusted advisor, helping clients embed AI into research, portfolio management, client advisory, and operations while driving enterprise‑scale revenue.

Key responsibilities

• Own a book of high‑value strategic accounts across asset management, wealth management, and institutional investment, meeting or exceeding revenue targets.
• Engage directly with C‑level and senior technical stakeholders (CIOs, CTOs, Heads of Research, Heads of Data/AI) to build business cases, navigate procurement, security, regulatory, and legal reviews, and drive production deployment.
• Identify, prioritize, and execute on high‑potential opportunities, developing account plans that convert relationships into committed revenue.
• Maintain a disciplined pipeline and forecasting cadence with accurate deal inspection and predictable execution.
• Partner with Applied AI, Solutions Architecture, and Product teams to design solutions, demonstrate quick value, and translate A&WM needs into product roadmap input.
• Document winning use cases, proof points, and reference stories, collaborating with Marketing and Enablement to scale them across the broader financial services motion.

Required profile

• Proven experience selling complex, enterprise‑scale solutions to asset managers, wealth managers, or institutional investors.
• Strong track record of building relationships with senior technical and business leaders and closing high‑value, long‑cycle deals.
• Deep understanding of the regulatory and compliance environment in the financial services sector.
• Ability to translate client needs into compelling AI use cases and influence product direction.

Required skills