Unbiased
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Unbiased is an AI-enabled financial advice platform helping people make confident financial decisions while delivering high-quality growth for advice firms.
We connect consumers with trusted financial professionals across retirement planning, wealth management, inheritance, mortgages, accountancy and more. Our platform uses advanced matching models trained on a rich dataset of user activity to intelligently connect the right prospective client with the right adviser.
Since 2010, Unbiased has generated over $100 billion in AUM opportunities for advisers, with 65% of prospects new to advice. Reaching more than 10 million consumers annually, we are one of the largest and most established sources of intent-driven client demand in the category.
We are now investing in the next phase of our US growth and building a stronger enterprise commercial presence in-market.
This is not a generic AE role, we’re looking for a high performing enterprise seller to help us win and grow relationships with large RIA firms, enterprise wealth businesses, consolidators and multi-office advisory groups across the US.
You will be one of the early commercial hires helping shape our US enterprise motion. That means you need to be equally comfortable:
leading commercially credible conversations with senior stakeholders
closing strategic deals, with a minimum value of $300K ARR, typically ranging to $500K+
and feeding market insight back into product, positioning and pricing
We already have early traction in the US and are now looking to accelerate our enterprise motion with dedicated in-market commercial talent, so this is a role for someone who knows how to sell value in the US advice ecosystem and wants to help build a serious category leader.
Build and grow a pipeline of enterprise RIA and wealth management firms across the US
Prospect into and develop relationships with RIAs, aggregator / consolidator groups, multi-office advisory businesses and enterprise wealth and financial planning firms
Run the full sales cycle from initial outreach through discovery, proposal, negotiation and close
Sell consultatively to senior commercial buyers including Founders, CEOs, Presidents, Heads of Growth, Heads of Marketing, COO / revenue leadership
Lead multi-stakeholder sales processes across commercial, marketing, operations and compliance stakeholders
Translate Unbiased’s consumer demand, matching capability and commercial value into compelling enterprise-level business cases
Help shape our US GTM approach by feeding insight back on; customer pain points, buyer objections, pricing and packaging and competitive dynamics
Maintain disciplined forecasting and pipeline hygiene in CRM
Alongside the US Sales team, represent the voice of the US enterprise market internally
In your first 12 months, success looks like:
Building a high quality pipeline of target US enterprise RIA opportunities
Creating credible relationships with large, strategic buyers in the market
Closing new enterprise logos and expanding our footprint with larger firms
Helping define a repeatable US enterprise sales motion
Improving how we position and package Unbiased for larger, more complex firms
Raising the level of commercial insight we bring to the US market
You are likely to be a strong fit if you have:
A proven track record in enterprise sales in the US wealth, RIA, advisor marketing, lead generation, fintech or advisor technology space
Experience selling into large RIAs, enterprise wealth firms or broker-dealer networks
Demonstrable success closing complex, multi-stakeholder deals
Strong executive presence with the ability to sell credibly to senior decision-makers
A genuine hunter mentality: you know how to create pipeline, not just manage it
A consultative, commercially sharp style & able to challenge constructively and sell on business impact, not just features
Comfort operating in a scaling environment where you will help build the playbook
Strong CRM discipline, forecasting judgement and deal management skills
We’d be especially interested in people who have sold for businesses in areas such as:
Fintech or marketplace products serving financial advisers
Wealthtech, martech or SaaS solutions sold into RIAs
Experience selling against or alongside firms in the financial advice/ advisor acquisition space would be highly relevant.
Like having real ownership over your market and results
Know how to balance strategy with execution
Can navigate ambiguity without losing pace
Want to help define the next phase of growth in a category with huge potential
Are motivated by solving a real customer problem in a market that matters
A trusted, established brand with real traction and long-term credibility
A huge consumer intent engine and strong product foundation
A meaningful opportunity to shape our US enterprise growth story early
Backing from a team that moves quickly, collaborates well and cares about building something substantial
The chance to sell a proposition with clear commercial value in a large and growing market
Be relentless about progress: We move with pace, solve problems and stay focused on what matters.
Own it and get it done: We take responsibility, follow through and make things happen.
Share and seek input: We communicate openly, learn quickly and build together.
Enjoy the journey: We work hard, support each other and celebrate progress along the way.
The best ideas are often the least expected and require new ways of thinking; that’s why our teams at Unbiased are made up of broad range of talented people. We are proud to be an equal opportunity employer. We do not discriminate based on race, ethnicity, colour, ancestry, national origin, religion, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, marital status or any other legally protected status.
We actively encourage women to apply and bring their perspectives to our team. We are a female-founded business and care deeply about building an inclusive, empowering workplace where talented people can thrive.
Personal information about unsuccessful candidates will be held for 12 months after the recruitment exercise has been completed, it will then be destroyed or deleted. We retain de-personalised statistical information about applicants to help inform our recruitment activities, but no individuals are identifiable from that data.
Once a person has taken up employment with Unbiased, we will compile a file relating to their employment. The information contained in this will be kept secure and will only be used for purposes directly relevant to that person’s employment. Once their employment with Unbiased has ended, we will retain the file in accordance with the requirements of our retention schedule and then delete it.
As much as we appreciate the help, we’re using our own direct sourcing methods or we’re working with one of our carefully selected Agency Partners on this vacancy. To find out a little more about how we partner with agencies please emailtalent@unbiased.co.ukFAO our Talent Manager, speculative phone calls will not be taken by our team neither will CV submissions without Unbiased or the candidates expressed consent.
Originally posted on Himalayas