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Anthropic

Builds Claude AI models with a focus on safety

Manager – Enterprise Sales - Asset & Wealth Management

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$450k - $700k /yr

About the Job

Requirements

  • Experience leading enterprise sales teams selling technical, complex products such as API-first platforms, cloud infrastructure, or data and machine learning platforms.
  • A track record of winning and growing enterprise customers, including building C-suite relationships, in asset and wealth management, private banks, wealth platforms, alternatives managers, or the technology and data providers that serve them.
  • Experience designing enterprise sales-team go-to-market coverage, including segmentation, territories, and account prioritization.
  • Operational rigor across high-volume pipelines and complex, multi-stakeholder sales cycles, balancing velocity with deal quality and forecasting accurately in fast-changing environments.
  • Credibility with technical buyers and builders and with investment and distribution leaders, including CIOs, CTOs, CDOs, Heads of AI/ML, Heads of Research, and Heads of Wealth or Distribution; experience partnering effectively with solutions architects and applied AI teams.
  • Strong coaching skills that raise team performance through deal coaching and account strategy, together with personal effectiveness alongside executives on high-priority opportunities.
  • Genuine interest in deploying AI responsibly and motivation to advance the mission of building safe, beneficial AI.
  • Minimum education is a Bachelor's degree or an equivalent combination of education, training, and/or experience; the field must be relevant to the role as demonstrated through coursework, training, or professional experience.

Responsibilities

  • Define asset and wealth management go-to-market strategy and coverage design, including segmentation across asset managers, alternatives managers, and wealth platforms, territories, account prioritization, and vertical value propositions; evolve the coverage model as the business scales.
  • Recruit, coach, and retain Enterprise Account Executives with deep asset and wealth management and platform-selling expertise; develop leadership talent and create career paths that keep top performers growing.
  • Codify use cases, proof points, reference stories, and sales motions that make wins repeatable across asset and wealth management, including investment research and idea generation, portfolio and client reporting, RFP and due diligence automation, advisor productivity and client personalization, and compliance and supervision workflows; partner with Marketing, Enablement, and partner teams to scale them.
  • Engage personally with C-level and business-line executives on priority pursuits, build business cases and value narratives, and navigate complex procurement, security, model-risk, and legal processes through production deployment and expansion.
  • Own the organization's revenue targets and operating rhythm; instill pipeline-generation discipline and run forecasting, deal inspection, and account-planning cadences that make performance predictable and coachable across a high-volume book of business.
  • Partner with Applied AI, Solutions Architecture, and Product to design solutions, prove value quickly, and translate asset and wealth management needs—including fiduciary, books-and-records, and client-data requirements—into product and roadmap input.
  • Orchestrate cross-functional and partner motions with Customer Success, Marketing, Partnerships, Legal, cloud partners, and the data and technology providers relied on by asset and wealth management firms to deliver a seamless customer experience.
  • Represent Anthropic with customers and at industry events as a visible, trusted leader.

Desired Qualifications

  • Experience leading other sales leaders (second-line management), or demonstrated readiness to step into that scope.
  • Experience building or meaningfully scaling a verticalized or multi-segment sales organization.
  • Experience bringing generative AI or large language model-based products, or other emerging platform technologies, to large asset managers, wealth managers, or private markets firms.
  • Familiarity with asset and wealth management use cases and buyers, such as investment research and portfolio analytics, client reporting and RFP automation, advisor and relationship-manager productivity, and fund operations and servicing.
  • Deep familiarity with regulated-industry selling in asset and wealth management, including fiduciary and suitability obligations, SEC and FINRA expectations on supervision and books and records, model-risk management, client-data privacy, security review, and financial-institution governance expectations.
  • Experience selling with and through cloud and ecosystem partners such as AWS, Google Cloud, and global systems integrators, as well as data, analytics, and portfolio-technology vendors embedded in asset and wealth management firms.
  • Familiarity with consumption- or usage-based commercial models and value-based pricing conversations.
  • Experience leading organizations through rapid growth, re-segmentation, or significant change.

About the Company

Anthropic

Builds Claude AI models with a focus on safety

Anthropic builds the Claude family of AI models and sells them to businesses, software developers, and consumers, with research on making AI safe and understandable at the center of its work. In 2024 it introduced the Model Context Protocol, an open standard for connecting AI assistants to outside apps and data that OpenAI and Google adopted the next year. People use the Claude app to write and analyze files, programmers hand coding tasks to Claude Code, and companies build Claude into their own products through its API. Anthropic earns money from subscriptions, business plans, and usage-based API fees. Siblings Dario and Daniela Amodei founded Anthropic in 2021 with other former OpenAI employees, and it is based in San Francisco.

Company size
5,001-10,000
Company stage
N/A
Total funding
$243.8B
Headquarters
San Francisco, CA
Founded
2021

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