Head of RIA & B2B Sales

Job description

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