Sr. Director, RIA Partnerships (West Coast Territory)

Gridline•Atlanta, GA

12d•Remote

About The Position

Gridline is seeking a Director, RIA Partnerships to own and scale revenue growth within the Registered Investment Advisor (RIA) market for the West Coast territory. As a senior, quota-carrying leader, you will be responsible for executing Gridline’s go-to-market motion, closing new business, and expanding existing accounts within the private markets ecosystem. This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles. You must be able to navigate complex stakeholder groups - including CEOs, CCOs, CIOs, COOs, and Principals - positioning Gridline as a long-term platform partner committed to their growth rather than just a vendor. This is an amazing opportunity to join Gridline at this inflection point, reporting directly to the Chief Growth Officer (CGO).

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 your assigned territory for client meetings and industry conferences.
Ideally a bachelor's or equivalent in a related field (finance, economics etc.).

Responsibilities

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.