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GridlineGridlineAtlanta, GA

Director, RIA Partnerships

Quota-carrying Director responsible for driving revenue growth in the RIA market by owning pipeline, closing complex enterprise deals with C-suite stakeholders, expanding accounts, and representing Gridline at industry events. Requires 5+ years complex sales experience specifically into RIAs, family offices or private wealth.

125k – 150k/yr
Remote5+ 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.
  • Represent Gridline at industry events and client meetings, simplifying complex fintech concepts into clear value propositions for RIAs and their clients.

Requirements

  • At least 5 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 technology as a long-term platform partner.

Skills

Enterprise SalesCRMOutbound ProspectingDeal ClosingStakeholder ManagementFintech SalesRia SalesPrivate MarketsDemand Generation

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