Logo for Gridline

Director, RIA Partnerships

Role overview

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.
  • Ideally a bachelor's or equivalent in a related field (finance, economics etc.)

Responsibilities

  • Own net-new and expansion revenue for your 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 your existing network of referrals.
  • Personally manage deals from discovery to contract execution, engaging with multiple C-suite stakeholders and decision-makers.
  • Drive multi-product adoption across the Gridline platform to maximize customer lifetime value and territory revenue.

Key facts

Other skills

  • Communication
  • Collaboration
  • Problem Solving

About the company

Gridline logo

Gridline

Combining curated offerings, custom fund solutions, and integrated portfolio management for existing investments, Gridline provides a single solution for advisors' front-to-back office requirements. Purpose built for alternative investment management, Gridline's platform replaces legacy products and vendors with superior functionality, exceptional service, and an unparalleled user experience.

Company details

Company size11 - 50

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

About Us

Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place.

Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge?


The Opportunity

We are seeking a Director, RIA Partnerships to own and scale revenue growth within the Registered Investment Advisor (RIA) market. 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).


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 5 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.

     

    Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law.

    Apply once. Then go straight to the hiring manager.

    After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
    Unlocked after you apply
    Β·

    Partnerships Manager (Marketplace) Related jobs

    Other jobs at Gridline

    Premium

    Reach out to the hiring manager directly.

    Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

    • Full match report with fit score and gaps
    • Career diagnostics on how recruiters read you
    • Curated company matches and warm intros
    • 48h early access to new roles

    Cancel anytime.