3h ago

Strategic Account Executive, Investment Banking & Capital Markets

New York City, NY; San Francisco, CA

$290,000-$435,000 / year

full-timesenior HybridArtificial Intelligence

Description

You'll drive adoption of Claude across investment banks and capital markets firms, transforming workflows in deal execution, research, trading, and client advisory. You'll own the full sales cycle, navigate complex stakeholder ecosystems, and shape how AI transforms capital markets.

Requirements

  • 7+ years of enterprise B2B sales experience, with significant time selling into investment banks, capital markets firms, or asset managers.
  • Track record of closing complex six- and seven-figure deals within financial institutions.
  • Deep familiarity with how investment banks and capital markets firms buy technology, including vendor risk assessments and security reviews.
  • Experience negotiating enterprise agreements within financial services procurement frameworks.
  • Strong executive presence and ability to present confidently to audiences ranging from analysts to C-suite.

Responsibilities

  • Own full sales cycle from prospecting through close, winning new business 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 procurement dynamics, budget cycles, and risk considerations of capital markets institutions.
  • Identify and develop new use cases across investment banking workflows (M&A, equity research, fixed income, compliance, client reporting), collaborating cross-functionally.
  • Serve as voice of the customer internally, gathering feedback to inform product roadmaps, security requirements, and go-to-market positioning.
0 views 0 saves 0 applications