Remote West Coast Director, RIA Partnerships

Gridline, LLC; Atlanta (GA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Equity

Flexible PTO

Medical, dental, and vision coverage

Job summary

Gridline, LLC is seeking a Director, RIA Partnerships to own revenue growth in the RIA market for the West Coast. This role involves managing complex sales processes, expanding accounts, and engaging with C-suite stakeholders. Ideal candidates will have at least 5 years of enterprise sales experience, particularly within RIAs or private wealth managers. The position is fully remote with a competitive salary ranging from $125,000 to $150,000, plus commissions and benefits.

Qualifications

• 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 your assigned territory for client meetings and industry conferences.

Responsibilities

• Drive net-new and expansion revenue for the assigned territory.
• Generate and advance a high-quality pipeline through strategic prospecting.
• Manage deals from discovery to contract execution.
• Drive multi-product adoption across the Gridline platform.
• Maintain rigorous CRM discipline and collaborate with Marketing and Product teams.
• Represent Gridline at industry events.

Skills

Complex enterprise sales experience

Relationship building with C-suite stakeholders

Strategic outbound prospecting

CRM discipline

Education

Bachelor's degree in finance or economics

Job description

Gridline, LLC is seeking a Director, RIA Partnerships to own revenue growth in the RIA market for the West Coast. This role involves managing complex sales processes, expanding accounts, and engaging with C-suite stakeholders. Ideal candidates will have at least 5 years of enterprise sales experience, particularly within RIAs or private wealth managers. The position is fully remote with a competitive salary ranging from $125,000 to $150,000, plus commissions and benefits.