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Business Development Officer - RIA Channel

  • Business Development Officer - RIA Channel job type Posted on: Nov 01, 2026
  • Business Development Officer - RIA Channel experience level Grantd
  • Business Development Officer - RIA Channel employment type Remote, Remote
  • Business Development Officer - RIA Channel salary Salary: $9 per hour
  • Business Development Officer - RIA Channel employment type Remote
  • Business Development Officer - RIA Channel salary Full-time

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Job Title :

Business Development Officer - RIA Channel

Job Type :

Full-Time

Job Location :

Remote Remote United States

Remote :

Yes

Jobcon Logo Job Description :

About GrantdGrantd is an AI-powered equity compensation platform built by Certified Financial Planners and Certified Equity Professionals. We help financial advisors turn complex equity compensation — RSUs, stock options, ESPPs, AMT exposure — into a scalable service offering and a major source of new AUM. Advisors using Grantd are uncovering an average of $8.9M in held-away assets per equity comp client. We're building out the RIA channel and looking for someone who already owns it.Remote (US) or Hybrid (Denver, CO)The RoleThis is a Business Development Officer position for someone who has spent time selling into RIAs and has the relationships to show for it. You know who the decision makers are at the firms that matter — not because you looked them up, but because you've worked with them. You understand how RIAs evaluate technology, how they think about adding services, and what it takes to get something in front of an investment committee or onto a platform approved list.This role offers a competitive base salary with uncapped commissions and meaningful equity participation. Our early sales team will directly influence our product, go-to-market strategy, and long-term success.What You'll Do• 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 teamWho You AreYou come from one of these places:• 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 · RightCapital• 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 LikeSuccess 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 holidaysActual compensation will depend on experience, qualifications, and other business considerations. OTE reflects expected performance at full quota attainment.Why GrantdEquity compensation is one of the fastest-growing wealth segments in the country, and most RIAs have no scalable way to serve it. The advisors who figure this out first will win the next decade of high-income tech and executive clients. Grantd is the platform that makes it possible — and we're looking for the person who can get it in front of the right firms before everyone else does.How to ApplySubmit your resume and a cover letter to careers@grantdequity.com. Applications will be accepted on an ongoing basis until the position is filled.Grantd Equity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Jobcon Logo Position Details

Posted:

Nov 01, 2026

Reference Number:

10440_4452792322

Employment:

Full-time

Salary:

$9 per hour

City:

Remote

Job Origin:

APPCAST_CPC

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About GrantdGrantd is an AI-powered equity compensation platform built by Certified Financial Planners and Certified Equity Professionals. We help financial advisors turn complex equity compensation — RSUs, stock options, ESPPs, AMT exposure — into a scalable service offering and a major source of new AUM. Advisors using Grantd are uncovering an average of $8.9M in held-away assets per equity comp client. We're building out the RIA channel and looking for someone who already owns it.Remote (US) or Hybrid (Denver, CO)The RoleThis is a Business Development Officer position for someone who has spent time selling into RIAs and has the relationships to show for it. You know who the decision makers are at the firms that matter — not because you looked them up, but because you've worked with them. You understand how RIAs evaluate technology, how they think about adding services, and what it takes to get something in front of an investment committee or onto a platform approved list.This role offers a competitive base salary with uncapped commissions and meaningful equity participation. Our early sales team will directly influence our product, go-to-market strategy, and long-term success.What You'll Do• 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 teamWho You AreYou come from one of these places:• 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 · RightCapital• 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 LikeSuccess 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 holidaysActual compensation will depend on experience, qualifications, and other business considerations. OTE reflects expected performance at full quota attainment.Why GrantdEquity compensation is one of the fastest-growing wealth segments in the country, and most RIAs have no scalable way to serve it. The advisors who figure this out first will win the next decade of high-income tech and executive clients. Grantd is the platform that makes it possible — and we're looking for the person who can get it in front of the right firms before everyone else does.How to ApplySubmit your resume and a cover letter to careers@grantdequity.com. Applications will be accepted on an ongoing basis until the position is filled.Grantd Equity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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