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Navigate organisational structures to reach decision-makers across investment teams, operations, technology, and client-facing functions.</li>\n</ul>\n<ul>\n<li>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.</li>\n</ul>\n<ul>\n<li>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.</li>\n</ul>\n<ul>\n<li>Build consensus across complex stakeholder ecosystems including portfolio managers, Chief Investment Officers, Chief Technology Officers, compliance teams, and procurement.</li>\n</ul>\n<ul>\n<li>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.</li>\n</ul>\n<ul>\n<li>Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.</li>\n</ul>\n<p><strong>You may be a good fit if you have</strong></p>\n<ul>\n<li>5+ years of enterprise B2B sales experience, with significant time selling into asset managers, hedge funds, private banks, wealth managers, or family offices</li>\n</ul>\n<ul>\n<li>A track record of closing complex, multi-stakeholder deals within investment management firms by navigating both technical requirements and business use cases</li>\n</ul>\n<ul>\n<li>Deep familiarity with how asset and wealth managers buy technology—including vendor due diligence, regulatory compliance reviews, and enterprise procurement processes</li>\n</ul>\n<ul>\n<li>Experience negotiating enterprise agreements within investment management procurement frameworks, including navigating legal, compliance, and infosec requirements</li>\n</ul>\n<ul>\n<li>Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process</li>\n</ul>\n<ul>\n<li>Strong communication skills and the ability to present confidently to audiences ranging from investment analysts to C-suite executives</li>\n</ul>\n<ul>\n<li>Understanding of asset and wealth management operations, investment priorities, and competitive dynamics in the sector</li>\n</ul>\n<ul>\n<li>A strategic, analytical mindset combined with creative tactical execution</li>\n</ul>\n<ul>\n<li>Genuine enthusiasm for AI and its potential to transform investment management, paired with appreciation for the importance of safe, responsible, and compliant deployment</li>\n</ul>\n<p><strong>Logistics</strong></p>\n<p><strong>Education requirements:</strong> We require at least a Bachelor&#39;s degree in a related field or equivalent experience. <strong>Location-based hybrid policy:</strong> 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.</p>\n<p><strong>Visa sponsorship:</strong> We do sponsor visas! However, we aren&#39;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.</p>\n<p><strong>We encourage you to apply even if you do not believe you meet every single qualification.</strong> 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&#39;re interested in this work.</p>\n<p><strong>Your safety matters to us.</strong> 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.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_572f1138-e69","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Anthropic","sameAs":"https://job-boards.greenhouse.io","logo":"https://logos.yubhub.co/anthropic.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/anthropic/jobs/5058191008","x-work-arrangement":"hybrid","x-experience-level":"senior","x-job-type":"full-time","x-salary-range":"$290,000 - $435,000 USD","x-skills-required":["enterprise B2B sales experience","asset managers","hedge funds","private banks","wealth managers","family offices","vendor due diligence","regulatory compliance reviews","enterprise procurement processes","negotiating enterprise agreements","legal","compliance","infosec requirements","revenue targets","pipeline management","disciplined sales process","communication skills","presentation skills","asset and wealth management operations","investment priorities","competitive dynamics"],"x-skills-preferred":["AI","strategic sales","analytical mindset","creative tactical execution"],"datePosted":"2026-03-08T13:52:00.554Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York City, NY; San Francisco, CA"}},"employmentType":"FULL_TIME","occupationalCategory":"Sales","industry":"Finance","skills":"enterprise B2B sales experience, asset managers, hedge funds, private banks, wealth managers, family offices, vendor due diligence, regulatory compliance reviews, enterprise procurement processes, negotiating enterprise agreements, legal, compliance, infosec requirements, revenue targets, pipeline management, disciplined sales process, communication skills, presentation skills, asset and wealth management operations, investment priorities, competitive dynamics, AI, strategic sales, analytical mindset, creative tactical execution","baseSalary":{"@type":"MonetaryAmount","currency":"USD","value":{"@type":"QuantitativeValue","minValue":290000,"maxValue":435000,"unitText":"YEAR"}}}]}