Quota-carrying senior sales leader responsible for driving revenue growth in the RIA market by building pipeline, closing complex deals with C-suite stakeholders, and expanding platform adoption. Requires 10+ years complex enterprise sales experience specifically into RIAs, family offices or private wealth.
150k – 200k
Remote10+ YOEAccount Executive
About the role
Responsibilities
Own net-new and expansion revenue for assigned territory, with full accountability for pipeline health, bookings, and deals won.
Generate and advance a high-quality pipeline through strategic outbound prospecting, inbound opportunities, and existing network of referrals.
Personally manage complex deals from discovery to contract execution, engaging with multiple C-suite stakeholders (CEOs, CCOs, CIOs, COOs, Principals).
Drive multi-product adoption across the Gridline platform to maximize customer lifetime value and territory revenue.
Maintain rigorous CRM discipline and partner closely with Marketing and Product teams to refine messaging and support demand generation.
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.
Requirements
At least 10 years of complex enterprise sales experience, specifically selling into RIAs, family offices, or private wealth managers.
Ability to travel 15-20% within assigned territory for client meetings and industry conferences.
Ideally a bachelor's or equivalent in a related field (finance, economics, etc.).
Nice-to-Haves
Strong preference for candidates in major regional financial markets.
Experience navigating complex stakeholder groups and positioning as a long-term platform partner.
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