- Location
- New York, United States
- Level
- Manager
- Posted
- 13 November
About this role
Raisin is the world’s leading platform for savings and investment products. Founded in 2012, the FinTech connects consumers with banks in the EU, the UK and the US. This gives consumers better interest rates and banks a diversified form of refinancing. Our vision is to offer savings and investments without barriers and thus open up the global 160 trillion euro market.
Raisin currently employs more than 800 people from over 75 countries worldwide. Today, the platform holds over 80 billion euros in assets from more than one million investors which have accrued over 5 billion euros in returns.
Your Responsibilities
New Business Origination & Enterprise Sales Motion
- Proactively identify, pitch, and close high-impact distribution partnerships with RIAs, wealth managers, broker-dealers, and fintech platforms with a dedicated hunter mindset.
- Personally lead high-stakes outbound outreach, technical platform demonstrations, and contract negotiations with RIA Principals, Managing Partners, CIOs, and Heads of Wealth.
- Lead commercial deal terms and contract negotiations with prospective institutional partners, orchestrating seamless transitions through partner onboarding.
Sales Architecture & Funnel Scaling
- Design, implement, and operationalize a repeatable, scalable B2B sales motion from lead generation through conversion across small, midsize, and enterprise-scale RIA firms.
- Maintain rigorous pipeline hygiene across CRM systems, ensuring all inbound and outbound opportunities are systematically qualified, tracked, and accelerated.
- Establish metrics-driven accountability to hit and exceed ambitious institutional distribution targets and platform deposit volume goals.
Strategic Go-to-Market & Ecosystem Feedback
- Continuously refine and execute our US go-to-market and institutional distribution strategy to capture market share.
- Analyze market trends across the cash, sweep, and treasury ecosystems, aligning customer demand with our bank-supply dynamics to inform product development.
- Spearhead strategic institutional initiatives, strategic partnership opportunities, and cross-functional corporate projects as assigned.
Your Profile
- Relevant Sales Experience: 6 - 7+ years of senior B2B sales and business development experience within wealthtech, asset management, or institutional fintech, with a documented track record of building and managing a full sales cycle from scratch.
- Domain & Product Expertise: Deep subject matter expertise in the US independent RIA ecosystem, RIA custody dynamics, and cash/liquidity management structures (e.g., sweep programs, brokered CDs, money market alternatives).
- Wealthtech Platform Familiarity: Practical experience selling into or integrating with major advisor operating platforms and portfolio accounting systems (e.g., Envestnet, Orion, Addepar, Black Diamond).
- Commercial Deal Track Record: Demonstrated success originating, structuring, and closing complex enterprise partnerships and multi-stakeholder commercial contracts.
- Hunter Mentality & Autonomy: High degree of self-direction, commercial resilience, and comfort operating in a fast-paced fintech scale-up where you serve as both the strategist and the primary closer.
- Executive Presence & Communication: Superior written, presentation, and verbal communication skills; comfortable pitching and building trusted relationships with senior executive buyers.
- Travel Flexibility: Willingness to travel regularly for prospective client pitches, partner onsites, and industry conferences.
Join our mission, join our team - and grow with us!
At Raisin, we care about each other and it is one of our top priorities to foster an open and caring environment in which everyone feels welcome and comfortable. Our culture is strongly driven by our ambitious team, which connects more than 75 different nationalities.
As part of our team, you will benefit from:
- Flexible working hours and up to 28 days PTO accrued from your first month, plus 13 public holidays.
- Employee Development Budget of $2,200 and 4 full training days per year.
- Company 401k contribution of 5%.
- Healthcare coverage contribution, including medical, dental and vision.
- Commuter benefits and flexible working from home policy.
- Regular team events and yearly Summer and Winter Party.
Raisin Applicant Privacy Policy
We value diversity and the unique experiences each individual brings. If you’re excited about this role but don’t meet every requirement, we still encourage you to apply.
We are an equal opportunity employer and are committed to creating an inclusive environment for everyone, regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.
As published by Raisin. Applications are handled on their site.
One click, then it is written
Apply to Raisin with a resume written for this role.
Queue Head of RIA & B2B Sales and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Raisin’s form for you.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- 25 sent a week, free
- No card
- Nothing sent until you say so
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Put this to work
Paste your career in once. Every application after that is written for you.
Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- New matches ranked and written before you are up.
- Every bullet stays inside what your history supports. Nothing invented.
- Queued, submitted, interviewing, offer: one screen, not a spreadsheet.
Free, no card. Up to 25 applications sent a week, and nothing is sent until you say so.
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