Manager, Enterprise Sales - Asset & Wealth Management

The shape of it

In the posting’s own words

As the leader of our Enterprise Asset & Wealth Management sales organization, you will build and lead a team that brings transformational AI to the world's leading asset managers, wealth managers, and private markets firms. These are organizations rethinking how they generate investment insight, serve clients and advisors, scale personalization, and meet fiduciary and regulatory obligations. They are looking for a partner they trust to take frontier AI from promising pilots into production at the core of their business.

What it asks for · 7

• Experience leading enterprise sales teams that sell 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 (asset managers, alternatives managers, private banks, wealth platforms, or the technology and data providers that serve them)
• Experience designing go-to-market coverage for an enterprise sales team, including segmentation, territories, and account prioritization
• Operational rigor across both a high-volume pipeline 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: CIOs, CTOs, CDOs, Heads of AI/ML, Heads of Research, and Heads of Wealth or Distribution, plus experience pairing effectively with solutions architects and applied AI teams
• Strong coaching skills that raise team performance through deal coaching and account strategy, combined with personal effectiveness alongside executives on high-priority opportunities
• A genuine interest in deploying AI responsibly and motivation to advance Anthropic's mission of building safe, beneficial AI

Also a plus

• 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 LLM-based products, or other emerging platform technologies, to large asset managers, wealth managers, or private markets firms
• Familiarity with AWM 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 AWM, including fiduciary and suitability obligations, SEC and FINRA expectations on supervision and books and records, model-risk management, client-data privacy, security review, and the governance expectations of financial institutions
• Experience selling with and through cloud and ecosystem partners such as AWS, Google Cloud, and global systems integrators, as well as the data, analytics, and portfolio-technology vendors embedded in AWM 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

What the job covers

• Define AWM go-to-market strategy and coverage design, including segmentation across asset managers, alternatives managers, and wealth platforms, territories, account prioritization, and vertical value propositions, and 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 the use cases, proof points, reference stories, and sales motions that make wins repeatable across AWM, such as investment research and idea generation, portfolio and client reporting, RFP and due diligence automation, advisor productivity and client personalization, and compliance and supervision workflows, partnering with Marketing, Enablement, and partner teams to scale them
• Engage personally with C-level and business-line executives (CEOs, CIOs, COOs, Chief Data and AI Officers, Heads of Distribution, and Heads of Wealth) on priority pursuits, building business cases and value narratives and navigating complex procurement, security, model-risk, and legal processes through to production deployment and expansion
• Own the organization's revenue targets and operating rhythm, instilling pipeline-generation discipline and running forecasting, deal inspection, and account planning cadences that make performance predictable and coachable across a high-volume book of business
• Partner closely with Applied AI, Solutions Architecture, and Product to design solutions, prove value quickly, and translate AWM 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 that AWM firms rely on, to deliver a seamless customer experience, and represent Anthropic with customers and at industry events as a visible, trusted leader

Tools and skills named

Words the posting leans on

• wealth11×
• managers10×
• asset9×
• experience9×
• awm8×
• partner7×
• platforms7×
• sales7×
• account6×
• enterprise6×
• organization6×
• asset managers5×
• client5×
• cloud5×
• coverage5×
• customer5×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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