Sr. Director, RIA Partnerships
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.
About the job
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.
Skills
Enterprise Sales, CRM, Outbound Prospecting, Deal Closing, Account Expansion, Fintech Sales, Ria Sales, Private Markets, C-Suite Selling, Pipeline Management
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