You'll drive adoption of Claude across asset managers, hedge funds, private banks, wealth managers, and family offices,helping them transform workflows in investment research, portfolio analytics, client reporting, and advisor productivity.

You'll leverage consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated, performance-driven environments.

In collaboration with GTM, Product, Policy, and Marketing teams, you'll shape our approach to this high-value vertical and help define how AI enhances both investment decision-making and client experience in wealth management.

Responsibilities:

• Own the full sales cycle from prospecting through close, winning new business and driving revenue within asset and wealth management accounts.

• Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of investment management firms.

• 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.

Requirements:

• 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.

Salary Range: $290,000-$435,000 USD

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Responsibilities: Use proprietary software to deliver precise inputs, labels, and annotations for equity research projects, producing high-quality training data for AI models. Create and curate realistic, high-fidelity scenarios involving sector and company analysis, financial modeling, valuation methodologies (DCF, comparable companies, precedent transactions), earnings forecasts, investment thesis development, and research report preparation. Develop detailed examples of coverage initiation, earnings analysis, estimate revisions, industry-specific data analysis, and investment recommendation frameworks. Partner with technical staff to support the development of new AI tasks and contribute to innovative tooling. Help design and refine efficient annotation tools tailored to equity research workflows. Identify, analyze, and break down complex investment analysis problems aligned with your professional experience to improve model performance. Execute tasks accurately while maintaining consistency and adapting to new requirements.

Basic Qualifications: Minimum of 2 years of professional experience in sell-side or buy-side equity research, with demonstrated sector coverage responsibility. Proficiency in financial modeling, valuation techniques, and financial statement analysis. Strong command of written and spoken English (informal and professional). Excellent communication, interpersonal, analytical, and organizational skills. Superior reading comprehension and ability to exercise sound independent judgment with incomplete or ambiguous information. Genuine interest in technological innovation and its application to investment research.

Preferred Skills and Experience: Relevant certifications (e.g., FINRA licenses such as Series 7/63/86/87, current or expired). Familiarity with Bloomberg, FactSet, Capital IQ, or similar research platforms. Experience writing and publishing research notes, earnings summaries, or coverage reports for institutional clients. Experience mentoring or training junior associates in research methodologies, modeling best practices, or report writing. Quantitative mindset with ability to integrate structured data insights into fundamental analysis. Comfort recording audio or video sessions for data collection purposes. Prior exposure to AI, machine learning, data visualization, or data annotation workflows.

Location and Other Expectations: Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit. For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required. Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role-specific needs. For US-based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time. We are unable to provide visa sponsorship. For those who will be working from a personal device, your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.

Compensation and Benefits: US-based candidates: $45/hour - $100/hour depending on factors including relevant experience, skills, education, geographic location, and qualifications. International candidates: Information will be provided to you during the recruitment process. Benefits vary based on employment type, location, and jurisdiction. Benefits for eligible U.S.-based positions include health insurance, 401(k) plan, and paid sick leave. Specific details and role-specific information will be provided to you during the interview process.

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This is a senior, client-facing role suited for experienced investment bankers, institutional investors, corporate lawyers, accountants, management consultants or corporate finance executives who can engage at the highest levels of the industry and translate complex business needs into transformative AI solutions.

Your key responsibilities will include:

• Owning end-to-end strategic relationships with Hebbia's largest clients across investment banking, private equity, private credit, traditional asset managers, hedge funds, professional services firms (consulting, accounting, insurance, law), and Fortune 500 corporate finance.

• Acting as a trusted advisor to senior executives, helping them identify needle-moving use cases where Hebbia can deliver step-change efficiency and insight.

• Driving customer value and commercial growth by managing account plans, leading enterprise sales motions, and expanding Hebbia's footprint across global organizations.

• Architecting adoption playbooks, defining best practices for change management, stakeholder alignment, and quantifying ROI at scale.

• Partnering cross-functionally with Product, Engineering, and Sales to translate client needs into product roadmap and co-develop new solutions.

• Shaping Hebbia's go-to-market strategy by codifying learnings and playbooks from our most strategic accounts.

To succeed in this role, you will need:

• 10+ years of experience in investment banking, institutional investments or investment research, professional services (accounting, consulting, insurance, corporate law), or Fortune 500 corporate finance roles with significant client-facing responsibilities.

• Deep AI curiosity is a must, AI native fluency is a big plus.

• Proven ability to manage and grow enterprise-level client relationships across complex, global organizations.

• Commercial mindset with a track record of driving revenue growth through investment outcomes, relationship management, consultative sales, or advisory roles.

• Strong vertical knowledge across multiple areas of the broad finance ecosystem.

• Strategic thinker with the ability to identify and quantify high-impact use cases and translate them into scalable solutions.

• Exceptional communication skills; able to engage credibly with C-suite executives, senior stakeholders, and technology or AI leaders alike.

• Entrepreneurial spirit and comfort operating in a high-growth, fast-changing environment.

• Comfortable and excited about in-person, in-office work 5 days/week in our SoHo NYC office.

OTE compensation range for this position is set between $200,000 - $275,000 (combination of base salary and bonus). However, adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. This position is eligible for a competitive equity grant with upside potential.

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