The Opportunity We are 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 ...
Quick apply
The Opportunity We are 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 ...
Quick apply
The Opportunity We are 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 ...
The Opportunity We are 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 ...
Quick apply
The Opportunity We are 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 ...
A secure private office with a professional background and appearance including proper lighting and direct high-speed internet capabilities to conduct video medical appointments. * Supervision of Ria ...
Quick apply
A secure private office with a professional background and appearance including proper lighting and direct high-speed internet capabilities to conduct video medical appointments. * Supervision of Ria ...
Ria Health will enable patients to achieve long term success in reducing or eliminating their ... lighting and direct high-speed internet capabilities to conduct video medical appointments.
Quick apply
Ria Health will enable patients to achieve long term success in reducing or eliminating their ... lighting and direct high-speed internet capabilities to conduct video medical appointments.
$170K - $200K/yr
S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ...
Quick apply
$170K - $200K/yr
S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ...
Atlanta, GA · Remote
$100K - $160K/yr
Measure results (B/D revenue and RIA assets) to refine strategy and present quarterly forecasts to the Board of Directors. * Cultivate Networks: Manage critical relationships with third-party ...
Quick apply
Atlanta, GA · Remote
$100K - $160K/yr
Measure results (B/D revenue and RIA assets) to refine strategy and present quarterly forecasts to the Board of Directors. * Cultivate Networks: Manage critical relationships with third-party ...
Atlanta, GA · On-site +1
$175K - $225K/yr
... an RIA or other Financial Services firm, or practice management experience * Team player, able to ... Is direct, influential, and diplomatic in communication and manner * Proven people leader, with ...
Atlanta, GA · On-site +1
$175K - $225K/yr
... an RIA or other Financial Services firm, or practice management experience * Team player, able to ... Is direct, influential, and diplomatic in communication and manner * Proven people leader, with ...
Atlanta, GA · On-site
$175K - $225K/yr
... an RIA or other Financial Services firm, or practice management experience * Team player, able to ... Is direct, influential, and diplomatic in communication and manner * Proven people leader, with ...
Atlanta, GA · On-site
$175K - $225K/yr
... an RIA or other Financial Services firm, or practice management experience * Team player, able to ... Is direct, influential, and diplomatic in communication and manner * Proven people leader, with ...
Role Overview As the Director of Compliance, you will partner with the Chief Compliance Officer ... This role is ideal for a compliance leader who brings deep RIA regulatory expertise and experience ...
Role Overview As the Director of Compliance, you will partner with the Chief Compliance Officer ... This role is ideal for a compliance leader who brings deep RIA regulatory expertise and experience ...
Atlanta, GA · On-site +1
Requirements * 5-7+ years of experience in tax advisory, family office, RIA, or public accounting * CPA (JD, LLM, CFP considered) * Deep expertise in individual, fiduciary, and closely held business ...
Atlanta, GA · On-site +1
Requirements * 5-7+ years of experience in tax advisory, family office, RIA, or public accounting * CPA (JD, LLM, CFP considered) * Deep expertise in individual, fiduciary, and closely held business ...
$100K - $120K/yr
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and ...
$100K - $120K/yr
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and ...
Atlanta, GA · On-site
$100K - $120K/yr
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and ...
Atlanta, GA · On-site
$100K - $120K/yr
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and ...
Requirements * 5-7+ years of experience in tax advisory, family office, RIA, or public accounting * CPA (JD, LLM, CFP considered) * Deep expertise in individual, fiduciary, and closely held business ...
Requirements * 5-7+ years of experience in tax advisory, family office, RIA, or public accounting * CPA (JD, LLM, CFP considered) * Deep expertise in individual, fiduciary, and closely held business ...
... RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed
... RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed
Atlanta, GA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Atlanta, GA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Atlanta, GA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Atlanta, GA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Atlanta, GA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Atlanta, GA · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Alpharetta, GA · On-site
Operational Oversight * Direct all day-to-day operations across departments and branches ... Minimum 10 years of senior leadership experience in operations within a high-growth RIA or hybrid ...
Quick apply
Alpharetta, GA · On-site
Operational Oversight * Direct all day-to-day operations across departments and branches ... Minimum 10 years of senior leadership experience in operations within a high-growth RIA or hybrid ...
Alpharetta, GA · Hybrid
$80K - $102K/yr
Direct the processing and remittance of property tax payments and ensure compliance with ... Research and interpret sales tax law changes using RIA Checkpoint / Thomson Reuters, translating ...
Alpharetta, GA · Hybrid
$80K - $102K/yr
Direct the processing and remittance of property tax payments and ensure compliance with ... Research and interpret sales tax law changes using RIA Checkpoint / Thomson Reuters, translating ...
... RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed
... RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed
Full-time
Posted 6 days ago
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?
We are 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).
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.