Strategic Account Executive, Asset & Wealth Management

Responsibilities

• Own and grow strategic, high-value accounts across asset management, wealth management, and institutional investment organizations while exceeding an individual revenue target.
• Build relationships with C-level and senior technical stakeholders, including CIOs, CTOs, Heads of Research, and Heads of Data/AI.
• Develop business cases and value narratives, and navigate procurement, security, regulatory, and legal reviews through production deployment and expansion.
• Identify high-potential opportunities and execute account plans that convert strategic relationships into revenue.
• Maintain disciplined pipeline management, deal inspection, forecasting, and next-step execution across long-cycle enterprise deals.
• Partner with Applied AI, Solutions Architecture, and Product to design solutions, prove value, and translate industry needs into product and roadmap input.
• Document winning use cases, proof points, and reference stories with Marketing and Enablement.
• Coordinate with Customer Success, Legal, Partnerships, cloud partners, and other stakeholders to deliver a strong customer experience.
• Represent the company with customers and at industry events.

Requirements

• 5+ years of enterprise sales experience in asset management, wealth management, or institutional investing, with success covering buy-side or wealth advisory organizations.
• Track record of carrying and exceeding quota in enterprise sales of technical, complex products such as API-first platforms, cloud infrastructure, data/ML platforms, or enterprise SaaS.
• Experience winning and expanding strategic enterprise accounts and building C-suite relationships in asset and wealth management.
• Operational rigor across complex, multi-stakeholder sales cycles, including accurate forecasting.
• Credibility with technical buyers and builders, including CIOs, CTOs, CDOs, and Heads of AI/ML.
• Ability to partner effectively with Solutions Architecture and Applied AI teams.
• Interest in responsible AI and motivation to advance safe, beneficial AI.
• Bachelor’s degree or equivalent combination of education, training, and experience.

Nice-to-haves

• Experience selling generative AI, LLM-based products, or other emerging platform technologies to large asset managers or wealth management firms.
• Familiarity with regulated-industry selling, including data governance, fiduciary and compliance-driven procurement, security review, and governance expectations.
• Experience selling with and through AWS, Google Cloud, and global systems integrators.
• Familiarity with consumption- or usage-based commercial models and value-based pricing.
• Experience navigating long, multi-stakeholder procurement cycles in institutional investment and wealth advisory organizations.

Compensation

• Annual on-target earnings range: $380,000–$450,000 USD, including base salary and target sales commissions or bonuses.