Strategic Account Executive, Asset & Wealth Management
Core
Drive adoption of frontier AI platforms for asset managers, wealth management firms, and institutional investors by securing enterprise-scale deals and acting as a trusted advisor.
Role type
Strategic Account Executive (Asset & Wealth Management)
Builds
Enterprise AI solutions for research, portfolio management, client advisory, and operations workflows
Domain
Financial Services / Asset & Wealth Management / AI
Deliverable
production ML models | product features
Required skills
Enterprise sales in asset/wealth management, C-suite relationship building, complex procurement navigation, pipeline management, solutions architecture partnership, regulatory compliance knowledge
Preferred skills
Generative AI/LLM product sales, regulated-industry selling, cloud partner ecosystem sales, usage-based pricing models
Technologies
API-first platforms, cloud infrastructure, data/ML platforms, enterprise SaaS, AWS, Google Cloud
Responsibilities
Own a book of strategic high-value accounts and exceed revenue targets; Engage personally with C-level and senior technical stakeholders to build business cases; Identify and prioritize high-potential opportunities within accounts; Run a disciplined pipeline and forecasting cadence; Partner with Applied AI and Product to design solutions and provide roadmap input; Codify winning use cases and reference stories for scaling; Orchestrate cross-functional motions to deliver seamless customer experiences
Seniority
Senior, hands-on IC
