Director, RIA Partnerships

Gridline

$125K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • At least 5 years of complex enterprise sales experience, specifically targeting RIAs, family offices, or private wealth managers.
  • Experience managing deals with C-suite stakeholders and complex decision-making processes.
  • Strong understanding of technology solutions for private markets.
  • Ability to travel 15 - 20% for client meetings and industry conferences.
  • Bachelor's degree in finance, economics, or a related field preferred.

Responsibilities

  • Drive new and expansion revenue within assigned territory, ensuring accountability for pipeline health and bookings.
  • Generate high-quality sales pipeline through strategic outbound prospecting and leveraging existing networks.
  • Close complex deals by managing the entire sales process from discovery to contract execution with multiple stakeholders.
  • Encourage multi-product adoption across the Gridline platform to maximize customer lifetime value.
  • Maintain rigorous CRM discipline and partner closely with Marketing and Product teams for better messaging and demand generation.
  • Represent Gridline at industry events, translating complex fintech concepts into clear value propositions for RIAs.

Benefits

  • Opportunity to join a high-growth Series A fintech company at a pivotal moment.
  • Mission-driven work focused on revolutionizing the private markets sector.
  • Tight-knit team collaboration with experienced industry players passionate about scaling startups.
  • High-autonomy work culture encouraging ownership and problem-solving.
  • Full suite of benefits including competitive salary, equity, flexible PTO, and comprehensive medical, dental, and vision coverage.
Full Job Description
The Opportunity

We are seeking a Director, RIA Partnerships to own and scale revenue growth within the Registered Investment Advisor (RIA) market. As a senior, quota-carrying leader, you will be responsible for executing Gridline's go-to-market motion, closing new business, and expanding existing accounts within the private markets ecosystem.

This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles. You must be able to navigate complex stakeholder groups - including CEOs, CCOs, CIOs, COOs, and Principals - positioning Gridline as a long-term platform partner committed to their growth rather than just a vendor.

This is an amazing opportunity to join Gridline at this inflection point, reporting directly to the Chief Growth Officer (CGO).

In this role you will...

  • Drive Revenue: Own net-new and expansion revenue for your assigned territory, with full accountability for pipeline health, bookings, and deals won.
  • Build Pipeline: Generate and advance a high-quality pipeline through strategic outbound prospecting, inbound opportunities, and your existing network of referrals.
  • Close Complex Deals: Personally manage deals from discovery to contract execution, engaging with multiple C-suite stakeholders and decision-makers.
  • Expand Accounts: Drive multi-product adoption across the Gridline platform to maximize customer lifetime value and territory revenue.
  • Operationalize Growth: Maintain rigorous CRM discipline and partner closely with Marketing and Product teams to refine messaging and support demand generation.
  • Represent the Brand: Act as a face of Gridline at industry events and client meetings, simplifying complex fintech concepts into clear value propositions for RIAs and their clients.


You have...

  • Experience: At least 5 years of complex enterprise sales experience, specifically selling into RIAs, family offices, or private wealth managers.
  • Ability to Travel: Ability to travel 15 - 20% within your assigned territory for client meetings and industry conferences.
  • Education: Ideally a bachelor's or equivalent in a related field (finance, economics etc.).
  • Location: The Gridline HQ are in Atlanta, GA but this role is 100% remote within assigned territory with a strong preference for the major regional financial market.


$125,000 - $150,000 a year

  • Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training.
  • Commissions @ 100%-to-goal are x2 of base salary with uncapped upside.
  • This salary range is one component of our total rewards package.


We offer...
  • Impact: The opportunity to join a Series A fintech at a high-growth inflection point.
  • Mission-Driven Work: The ability to revolutionize the private markets space and build the industry's infrastructure layer.
  • Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups.
  • Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems.
  • Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage.


Similar Jobs

More Jobs at Gridline

More Finance & Insurance Jobs

Find similar Director, RIA Partnerships jobs: