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About the Role
Harvey is seeking an individual to lead the adoption of AI within asset management. This ground-floor opportunity involves defining the strategy and playbook for how leading asset managers, private equity firms, and institutional funds will utilize AI, working closely with product and engineering to tailor solutions to financial services workflows.
Responsibilities
- Develop and manage a named account list across asset management, owning the full sales cycle from prospecting through contracting and expansion.
- Build and manage senior relationships across legal, compliance, and investment teams, expanding into portfolio-company counsel.
- Understand organizational decision-making processes and navigate accordingly.
- Lead complex, multi-threaded deals with diverse stakeholders, translating AI capabilities into financial buyer language.
- Conduct tailored demos and presentations connecting product capabilities to specific financial services workflows and pain points.
- Document learnings to shape the scaling of the asset management playbook.
Requirements
- Experience selling complex software or professional services into financial services (ideally asset management, private equity, or institutional funds).
- Understanding of financial services firm structures and buying decision processes.
- Proven ability to manage global or named account relationships.
- Experience navigating fund relationships or portfolio company motions is ideal.
- Background in enterprise software sales, management consulting, or a combination.
- Ability to unlock major financial services accounts or experience from firms advising these organizations.
- Comfort operating in an evolving sales motion.
- Ability to prospect independently, iterate on messaging, and contribute to team learning.
- Genuine curiosity about AI and its application to knowledge-intensive work.
- Excitement about Harvey's mission and motivation to develop fluency in the AI space.
Skills
- Sales
- Relationship Management
- Complex Deal Negotiation
- Product Demonstration
- AI
- Financial Services
- Asset Management
- Enterprise Software Sales
- Management Consulting
Location
- Remote
Work Type
- Full-time
Experience Level
- Mid-Senior Level
About the Company
- Harvey is transforming how legal and professional services operate by combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise.
- The company has strong product-market fit and world-class investor support, operating with intensity and a commitment to its mission.
- Harvey values Decisiveness, Simplicity, and Job's Not Finished, acting quickly, believing in simplicity for scale, and striving for continuous improvement.
- Harvey is an AI platform trusted by leading law firms and corporate legal teams, experiencing rapid growth.
Equal Opportunity
- Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
- The company is committed to providing reasonable accommodations to applicants with disabilities.