Account Executive • Mid-Level

Who you are

You have a proven track record in consultative sales, particularly within the asset and wealth management sector, and understand the unique challenges faced by financial institutions. Your ability to navigate complex organizational structures allows you to reach decision-makers effectively, ensuring you can drive the adoption of innovative AI solutions. You are adept at building relationships and becoming a trusted partner to stakeholders, helping them navigate the deployment of AI in highly regulated environments.

Your experience includes owning the full sales cycle from prospecting to closing, demonstrating your ability to win new business and drive revenue growth. You are comfortable working collaboratively with cross-functional teams, including GTM, Product, Policy, and Marketing, to shape the approach to this high-value vertical. You are passionate about how AI can enhance investment decision-making and improve client experiences in wealth management.

Desirable

Experience in AI or technology sales is a plus, as is familiarity with the regulatory landscape of the financial services industry. You are a strategic thinker who can design and execute sales strategies that resonate with clients and align with their goals.

What you'll do

In this role, you will be responsible for driving the adoption of Anthropic's AI solutions across asset managers, hedge funds, private banks, wealth managers, and family offices. You will own the full sales cycle, from prospecting through to closing, ensuring that you secure strategic enterprise deals that contribute to the company's growth. Your consultative sales approach will help you understand client needs and tailor solutions that enhance their workflows in investment research, portfolio analytics, client reporting, and advisor productivity.

You will collaborate closely with internal teams to define how AI can transform the asset management landscape, ensuring that your clients are well-supported throughout their journey. Your ability to navigate organizational structures will be key in reaching decision-makers across various functions, including investment teams, operations, technology, and client-facing roles. You will also play a crucial role in shaping the company's strategy within this vertical, leveraging your insights and expertise to inform product development and marketing efforts.

What we offer

At Anthropic, we are committed to creating a supportive and collaborative work environment. We offer competitive compensation and benefits, including optional equity donation matching, generous vacation and parental leave, and flexible working hours. Our office in San Francisco provides a lovely space for collaboration, and we encourage a culture of innovation and teamwork. Join us in our mission to build reliable and beneficial AI systems that serve society as a whole.