Sr. Director, RIA Partnerships

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.
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.

Skills Required
10+ years of complex enterprise sales experience selling into RIAs, family offices, or private wealth managers.
Proven quota-carrying experience owning pipeline health, bookings, and deal execution.
Experience engaging and selling to C-suite and senior stakeholders (CEOs, CCOs, CIOs, COOs, Principals).
Demonstrated ability to build pipeline via strategic outbound prospecting, inbound opportunities, and referral networks.
Ability to travel 15-20% within assigned territory for client meetings and conferences.
Rigorous CRM discipline and experience maintaining sales processes and forecasting in a CRM.
Bachelor's degree or equivalent in finance, economics, or related field.
Experience representing a fintech/wealth product at industry events and simplifying complex concepts for clients.