Business Development Officer - RIA Channel
$100-$150k
Apply (opens in a new tab)Business Development Officer - RIA Channel
Posted 12 days ago
SENIORITY
Manager
SALARY
$100-$150k
About the role
- Own a territory of RIAs from $500M+ AUM and drive adoption of the Grantd advisor platform
- Leverage your existing network to open enterprise and mid-market RIA relationships across independent firms, aggregators, and broker-dealers
- Run the full sales cycle — outreach, discovery, demo, proposal, negotiation, platform onboarding
- Develop and close channel partnerships with RIA aggregators, custodians, and BD networks where Grantd can be positioned as a preferred or integrated solution
- Partner with our CFP and CEP team for technical demos and advisor training
- Represent Grantd at industry events: Dynasty Summits, Focus Financial, Barron's, DeVoe, Schwab IMPACT, Fidelity Inside Track
- Surface advisor feedback to product — you're the voice of the channel
- Growth path: opportunity to become one of Grantd's first sales leaders as we scale — early hires help shape our sales process, product direction, and future team
- Custody sales or relationship management at a major RIA custodian — where you spent years calling on and supporting RIA principals and COOs: Schwab Advisor Services
- Fidelity Institutional
- LPL Financial
- Pershing
- Altruist
- SaaS sales into the RIA channel at a financial planning or advisor technology company:eMoney
- MoneyGuidePro
- Orion
- Riskalyze / Nitrogen
- Holistiplan
- Right Capital
- You have an established network of RIA decision makers — principals, partners, COOs, technology leads, and investment committee members — built throughout your career
- You understand how advisors evaluate new technology: compliance review, integration requirements, pricing sensitivity, and adoption hurdles
- You know the equity comp gap in most RIA practices — few serve it well, most know they're leaving AUM on the table — and you can make that land in a room
- You're energized by building something, not maintaining itWhat Success Looks Like Success in this role comes from a genuine, contactable network of RIA decision makers, direct sales experience, and the ability to build enterprise relationships independently — without relying on brand recognition or inbound demand. Compensation
- Base Salary: $100-$150k
- OTE: $250,000+
- Commission: Uncapped
- Equity: Meaningful stake in a high-growth fintech company
- Benefits: 401(k) with company match; health, dental, and vision coverage; paid time off and company holidays
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
