6-7+ years of senior B2B sales experience in wealthtech, asset management, or institutional fintech.
Deep expertise in the US independent RIA ecosystem and cash/liquidity management.
Experience with major advisor operating platforms and portfolio accounting systems.
Proven track record in originating and closing complex enterprise partnerships.
Strong self-direction and resilience in a fast-paced fintech environment.
Excellent communication skills for engaging with senior executives.
Willingness to travel for client pitches and industry events.
Responsibilities
Identify and close high-impact distribution partnerships with RIAs and fintech platforms.
Lead outbound outreach, technical demonstrations, and contract negotiations with key stakeholders.
Negotiate commercial deal terms and manage partner onboarding processes.
Design and implement a scalable B2B sales motion from lead generation to conversion.
Maintain pipeline hygiene in CRM systems for tracking opportunities.
Establish metrics-driven accountability to exceed distribution targets.
Refine and execute the go-to-market strategy to capture market share.
Benefits
Flexible working hours and up to 28 days PTO plus 13 public holidays.
Employee Development Budget of $2,200 and 4 training days per year.
Company 401k contribution of 5%.
Healthcare coverage including medical, dental, and vision.
Commuter benefits and flexible work-from-home policy.
Regular team events and annual Summer and Winter parties.
Full Job Description
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.
