Head of Asset

4 weeks ago


San Francisco CA, United States Anthropic Full time

Head of Asset & Wealth Management, GTM Sales Apply below after reading through all the details and supporting information regarding this job opportunity. Join us as the Head of Asset & Wealth Management, GTM Sales at 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. Responsibilities Build and lead a high‑performing team of Enterprise Account Executives focused on Asset & Wealth Management, providing coaching, mentorship, and guidance to drive team success. Develop and implement sales strategies tailored to AWM procurement cycles and budgeting processes to meet and exceed team revenue quotas. Create and maintain accurate forecasts, pipeline management, and reporting while ensuring data integrity in CRM systems. Partner with Enablement to develop training programs and resources that accelerate AE ramp time and effectiveness, with specific focus on AWM buying cycles and decision‑making processes. Work closely with Applied AI Engineering teams to demonstrate technical capabilities pre‑sales and optimize solutions post‑sales for wealth management and investment applications. Enable your team to have credible technical conversations about AI applications in Asset & Wealth Management while maintaining appropriate guardrails. Build strong partnerships across the organization to drive strategic initiatives within the AWM sector. Identify and execute on new market opportunities and use cases for Anthropic's AI solutions within portfolio management, research, client advisory, and operational functions. Help your team navigate complex AWM stakeholder ecosystems—including CIOs, CTOs, portfolio managers, research heads, compliance officers, and procurement offices—to build consensus. Gather and synthesize customer feedback from AWM users to inform product direction and enhance customer experience. Build and continuously refine the AWM sales methodology by incorporating learnings into playbooks and best practices. You May Be a Good Fit If You Have 15+ years of enterprise sales experience in Asset & Wealth Management technology, preferably driving adoption of SaaS or emerging technologies. 5+ years of sales leadership experience, ideally 3+ leading teams within the Enterprise segment focused on AWM. Proven track record of building and leading high‑performing sales teams selling into asset managers, wealth managers, private banks, and family offices, with demonstrated success in coaching and developing AEs. Experience establishing and scaling sales processes, tools, and methodologies in fast‑growing organizations serving AWM. Strong technical acumen and ability to understand complex AI solutions and their applications in portfolio management, research, and client advisory, with experience enabling teams to have credible technical conversations with AWM stakeholders. Track record of successful partnership with technical teams throughout the customer journey within financial institutions. Deep understanding of AWM buying cycles, procurement frameworks, and key pain points across hedge funds, asset managers, wealth managers, and private banks. Demonstrated ability to navigate complex, multi‑threaded sales cycles across diverse stakeholder groups and drive cross‑functional initiatives. Experience managing complex enterprise sales cycles within financial institutions and helping AEs secure strategic deals. Strong operational rigor in pipeline management, forecasting, and sales metrics specific to AWM sales cycles. Excellent communication skills and ability to build relationships across all levels, from analysts and portfolio managers to CIOs and senior executives in AWM. Strategic approach to market analysis combined with tactical excellence in execution. Passion for AI technology and commitment to its safe, responsible development for financial use cases. Annual Salary $360,000—$550,000 USD Location San Francisco, CA. We expect all staff to be in one of our offices at least 25% of the time; some roles may require more time in our offices. Visa Sponsorship We sponsor visas. While we may not be able to sponsor every role, we will make every reasonable effort to secure a visa for an offer recipient. Diversity & Inclusion We encourage you to apply even if you do not believe you meet every single qualification. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome; we urge you not to exclude yourself prematurely. We strive to include a range of diverse perspectives on our team. Your Safety Matters to Us To protect yourself from potential scams, remember that Anthropic recruiters only contact you from @ email addresses. Legitimate recruiters will never ask for money, fees, or banking information before your first day. If you’re ever unsure about a communication, visit /careers to verify a position opening. Benefits Our total compensation package includes equity, benefits, and may include incentive compensation. xrczosw We offer competitive pay, generous vacation and parental leave, flexible working hours, and a collaborative office environment.



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