Collaborating with cross-functional teams, you will leverage cutting-edge technologies and industry insights to deliver seamless, personalized customer journeys that drive business growth and loyalty.

This role leads North America Financial Services' Digital Customer Experience (DCX) technology strategy and major transformation deals. The leader owns large pursuit strategy end-to-end,shaping solutions, developing value narratives, estimating, differentiating competitively, and guiding cross-functional teams,while engaging C-suite stakeholders to deliver outcomes in growth, experience, and efficiency.

Responsibilities include defining CX vision and maturity, designing journey transformations and operating models, and translating pain points into multi-year roadmaps. The role also sets enterprise CX technology strategy across CRM, marketing automation, case management, personalization, journey orchestration, and intelligent operations, ensuring scalable architectures and ROI. Finally, it drives thought leadership and partner ecosystem initiatives with key platforms and fintech/AI partners.

Key Responsibilities:

1. Lead All Large Digital Customer Experience Deals

• Serve as the executive deal lead for all large and strategic CX transformation pursuits across North America.

• Own deal strategy, encompassing shaping, solutioning, storytelling, value articulation, estimation, and competitive differentiation.

• Lead cross-functional pursuit teams (strategy, architecture, delivery, pricing, industry, partner ecosystem) to craft compelling proposals.

• Engage directly with C-suite stakeholders to define outcomes tied to revenue growth, customer experience improvement, and operational efficiency.

• Act as the primary executive representative and brand ambassador for all major DCX transformations.

1. Customer Experience Strategy and Consulting

• Lead CX visioning, maturity assessments, journey transformation strategies, and future state operating model design.

• Advise financial services leaders on unifying sales, service, marketing, and operations with modern digital, cloud, data, and AI platforms.

• Translate customer pain points into multi-year, multi-platform transformation roadmaps.

1. Enterprise CX Technology Strategy

• Define and articulate the overarching technology strategy for digital CX initiatives within the financial services industry, aligning with business objectives and customer-centric goals.

• Develop enterprise technology solution strategies for CRM, marketing automation, case management, personalization, journey orchestration, and intelligent operations.

• Work closely with solution architects to ensure that technology solutions across various stacks are cohesive, scalable, and effectively address customer needs and business requirements.

• Guide clients on platform selection, modernization, integration, and maximizing ROI.

1. Customer-Centric Program Planning

• Focus intensely on customer goals, developing comprehensive program plans that drive measurable outcomes and enhance the overall customer experience.

• Build program plans, value frameworks, governance structures, and executive reporting models for large-scale CX transformations.

1. Market and Thought Leadership

• Create compelling thought leadership on the future of CX, AI-driven servicing, personalized banking, and connected customer journeys.

• Present at industry forums and executive briefings, shaping brand perception in the market.

• Develop frameworks, accelerators, and methodologies that differentiate our CX practice.

1. Partner Ecosystem Leadership

• Leverage strategic relationships with Salesforce, Microsoft, Adobe, Pega, and key fintech/AI partners.

• Shape co-innovation initiatives and joint go-to-market (GTM) strategies.

• Stay ahead of platform roadmaps, competitive dynamics, and new capabilities.

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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

• Own the full sales cycle from prospecting through close, winning new business and driving revenue within asset and wealth management accounts. Navigate organisational structures to reach decision-makers across investment teams, operations, technology, and client-facing functions.

• Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of investment management firms. Translate market intelligence into targeted account plans and campaigns.

• Identify and develop new use cases across wealth management workflows—investment research and analysis, portfolio construction and reporting, client communications, compliance documentation, and advisor/analyst enablement—collaborating cross-functionally to differentiate our offerings.

• Build consensus across complex stakeholder ecosystems including portfolio managers, Chief Investment Officers, Chief Technology Officers, compliance teams, and procurement.

• Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.

• Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have

• 5+ years of enterprise B2B sales experience, with significant time selling into asset managers, hedge funds, private banks, wealth managers, or family offices

• A track record of closing complex, multi-stakeholder deals within investment management firms by navigating both technical requirements and business use cases

• Deep familiarity with how asset and wealth managers buy technology—including vendor due diligence, regulatory compliance reviews, and enterprise procurement processes

• Experience negotiating enterprise agreements within investment management procurement frameworks, including navigating legal, compliance, and infosec requirements

• Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process

• Strong communication skills and the ability to present confidently to audiences ranging from investment analysts to C-suite executives

• Understanding of asset and wealth management operations, investment priorities, and competitive dynamics in the sector

• A strategic, analytical mindset combined with creative tactical execution

• Genuine enthusiasm for AI and its potential to transform investment management, paired with appreciation for the importance of safe, responsible, and compliant deployment

Logistics

Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience. Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.

Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.

We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work.

Your safety matters to us. To protect yourself from potential scams, remember that Anthropic recruiters only contact you from @anthropic.com email addresses. In some cases, we may partner with vetted recruiting agencies who will identify themselves as working on behalf of Anthropic.

XML job scraping automation by YubHub

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

As an Account Executive focused on Investment Banking & Capital Markets at Anthropic, you'll be part of the foundational team bringing frontier AI to one of the most complex and high-stakes sectors in finance. You'll drive adoption of Claude across investment banks, capital markets firms, asset managers, and sell-side research institutions—helping them transform workflows in deal execution, research production, trading operations, and client advisory.

You'll leverage deep consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated environments. In collaboration with GTM, Product, Policy, and Marketing teams, you'll shape our approach to this critical vertical and help define how AI transforms capital markets.

Responsibilities:

• Own the full sales cycle from prospecting through close, winning new business and driving revenue within investment banking and capital markets accounts. Navigate complex organisational structures to reach decision-makers across front office, middle office, and technology functions.

• Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and risk considerations of capital markets institutions. Translate market intelligence into targeted account plans and campaigns.

• Identify and develop new use cases across investment banking workflows—M&A analysis, equity research, fixed income trading, compliance, and client reporting—collaborating cross-functionally to differentiate our offerings.

• Build consensus across complex stakeholder ecosystems including Managing Directors, technology leadership, risk and compliance officers, and procurement teams.

• Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.

• Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have:

• 7+ years of enterprise B2B sales experience, with significant time selling into investment banks, capital markets firms, or asset managers

• A track record of closing complex, six- and seven-figure deals within financial institutions by navigating both technical requirements and business use cases

• Deep familiarity with how investment banks and capital markets firms buy technology—including vendor risk assessments, security reviews, and multi-stakeholder approval processes

• Experience negotiating enterprise agreements within financial services procurement frameworks, including navigating legal, compliance, and infosec requirements

• Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process

• Strong executive presence and the ability to present confidently to audiences ranging from analysts and associates to C-suite executives

• Understanding of investment banking and capital markets workflows, pain points, and competitive dynamics

• A strategic, analytical mindset combined with creative tactical execution

• Genuine enthusiasm for AI and its potential to transform financial services, paired with appreciation for the importance of safe and responsible deployment

Logistics

Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience. Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.

Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.

We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work.

Your safety matters to us. To protect yourself from potential scams, remember that Anthropic recruiters only contact you from @anthropic.com email addresses. In some cases, we may partner with vetted recruiting agencies who will identify themselves as working on behalf of Anthropic. Be cautious of emails from other domains. Legitimate Anthropic recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about a communication, don't hesitate to reach out to us directly.

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