×
Register Here to Apply for Jobs or Post Jobs. X

Strategic Account Executive, Investment Banking & Capital Markets

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Menlo Ventures
Full Time position
Listed on 2026-02-23
Job specializations:
  • Business
    Business Development, Business Systems/ Tech Analyst
Salary/Wage Range or Industry Benchmark: 290000 - 435000 USD Yearly USD 290000.00 435000.00 YEAR
Job Description & How to Apply Below

Strategic Account Executive, Investment Banking & Capital Markets About Anthropic

Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.

As an Account Executive focused on Investment Banking & Capital Markets at Anthropic, you'll be part of the foundational team bringing frontier AI to one of the most complex and high‑stakes sectors in finance. You'll drive adoption of Claude across investment banks, capital markets firms, asset managers, and sell‑side research institutions—helping them transform workflows in deal execution, research production, trading operations, and client advisory.

You'll leverage deep consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated environments. In collaboration with GTM, Product, Policy, and Marketing teams, you'll shape our approach to this critical vertical and help define how AI transforms capital markets.

Responsibilities
  • Own the full sales cycle from prospecting through close, winning new business and driving revenue within investment banking and capital markets accounts. Navigate complex organizational structures to reach decision‑makers across front office, middle office, and technology functions.
  • Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and risk considerations of capital markets institutions. Translate market intelligence into targeted account plans and campaigns.
  • Identify and develop new use cases across investment banking workflows—M&A analysis, equity research, fixed income trading, compliance, and client reporting—collaborating cross‑functionally to differentiate our offerings.
  • Build consensus across complex stakeholder ecosystems including Managing Directors, technology leadership, risk and compliance officers, and procurement teams.
  • 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.
Who May Be a Good Fit

You may be a good fit if you have:

  • 7+ years of enterprise B2B sales experience, with significant time selling into investment banks, capital markets firms, or asset managers
  • A track record of closing complex, six‑ and seven‑figure deals within financial institutions by navigating both technical requirements and business use cases
  • Deep familiarity with how investment banks and capital markets firms buy technology—including vendor risk assessments, security reviews, and multi‑stakeholder approval processes
  • Experience negotiating enterprise agreements within financial services 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 executive presence and the ability to present confidently to audiences ranging from analysts and associates to C‑suite executives
  • Understanding of investment banking and capital markets workflows, pain points, and competitive dynamics
  • A strategic, analytical mindset combined with creative tactical execution
  • Genuine enthusiasm for AI and its potential to transform financial services, paired with appreciation for the importance of safe and responsible deployment
Expected Base Compensation

$290,000 - $435,000 USD

Logistics

Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience.

Location‑based hybrid policy: 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.

Visa sponsorship: We do sponsor…

To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary