Sr. Director, RIA Partnerships

Gridline

$150K — $200K *
US-AnywhereRemote in Atlanta, GA
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of enterprise sales experience with a focus on RIAs, family offices, or private wealth managers.
  • Demonstrated understanding of technology sales in the private markets sector.
  • Proficient in managing complex sales cycles involving multiple C-suite stakeholders.
  • Strong network within the private wealth management ecosystem.
  • Bachelor's degree in finance, economics, or a related field (preferred).

Responsibilities

  • Drive new and expansion revenue within assigned RIA territory.
  • Build and maintain a robust sales pipeline through strategic outreach.
  • Close complex deals, managing the process from discovery to contract execution.
  • Expand existing accounts by promoting multiple Gridline products.
  • Maintain rigorous use of CRM and collaborate with marketing for demand generation.
  • Represent Gridline at industry events, communicating value propositions to clients.

Benefits

  • Opportunity to join a rapidly growing Series A fintech company.
  • Contribute to transforming the private markets infrastructure.
  • Work with a collaborative team of seasoned professionals.
  • Enjoy a high-autonomy culture that encourages ownership of projects.
  • Receive a comprehensive benefits package including competitive salary and flexible PTO.
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 10 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.


$150,000 - $200,000 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 Sr. Director, RIA Partnerships jobs: