The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on Midwest wealth advisory firms. This ...
22 Allocate Jobs Hiring Near You
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on Midwest wealth advisory firms. This ...
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast ...
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast ...
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast ...
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast ...
VP, Marketing
New York, NY · On-site
About Allocate Allocate is building the intelligent private markets investing infrastructure for the wealth channel. We provide RIAs, family offices, and institutional allocators with a modern ...
VP, Marketing
New York, NY · On-site
About Allocate Allocate is building the intelligent private markets investing infrastructure for the wealth channel. We provide RIAs, family offices, and institutional allocators with a modern ...
VP, Marketing
Palo Alto, CA · On-site
About Allocate Allocate is building the intelligent private markets investing infrastructure for the wealth channel. We provide RIAs, family offices, and institutional allocators with a modern ...
VP, Marketing
Palo Alto, CA · On-site
About Allocate Allocate is building the intelligent private markets investing infrastructure for the wealth channel. We provide RIAs, family offices, and institutional allocators with a modern ...
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on the East Coast wealth advisory ...
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on the East Coast wealth advisory ...
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on the East Coast wealth advisory ...
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on the East Coast wealth advisory ...
Associate, RIA Relationship Management (East Coast)
New York, NY · On-site
$43K - $54K/yr
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
Associate, RIA Relationship Management (East Coast)
New York, NY · On-site
$43K - $54K/yr
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
About Allocate We founded Allocate with the simple mission of making investing in top-tier private alternatives within the technology sector more accessible for a broader set of investors. We believe ...
About Allocate We founded Allocate with the simple mission of making investing in top-tier private alternatives within the technology sector more accessible for a broader set of investors. We believe ...
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping ...
About Allocate Allocate is an intelligent infrastructure platform for private market investing, equipping wealth advisory firms and fund managers to seamlessly source, build, and manage high-quality ...
About Allocate Allocate is an intelligent infrastructure platform for private market investing, equipping wealth advisory firms and fund managers to seamlessly source, build, and manage high-quality ...
Lead Product Manager, AI Operations Platform
$175K - $215K/yr
About Allocate Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for ...
Lead Product Manager, AI Operations Platform
$175K - $215K/yr
About Allocate Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for ...
Sr. Software Engineer II - Backend
Palo Alto, CA · On-site
$145/hr
About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines ...
Sr. Software Engineer II - Backend
Palo Alto, CA · On-site
$145/hr
About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines ...
Fund Operations Associate
New York, NY · On-site
This role owns the operational details that keep the Allocate funds running: capital calls, distributions, wires, lines of credit, investor data integrity, and coordination both across the Allocate ...
Fund Operations Associate
New York, NY · On-site
This role owns the operational details that keep the Allocate funds running: capital calls, distributions, wires, lines of credit, investor data integrity, and coordination both across the Allocate ...
Lead Product Manager, AI Operations Platform
$175K - $215K/yr
About Allocate Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for ...
Lead Product Manager, AI Operations Platform
$175K - $215K/yr
About Allocate Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for ...
About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines ...
About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines ...
This role owns the operational details that keep the Allocate funds running: capital calls, distributions, wires, lines of credit, investor data integrity, and coordination both across the Allocate ...
This role owns the operational details that keep the Allocate funds running: capital calls, distributions, wires, lines of credit, investor data integrity, and coordination both across the Allocate ...
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Full-time
Posted yesterday
Job description
The Role
We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on Midwest wealth advisory firms.
This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate's platform.
You will operate at the intersection of investment expertise, consultative sales, and strategic relationship building, helping build the future of private markets.
What You'll Do
Qualifications
Why Join Allocate
We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate's growth with wealth advisory firms, specifically focused on Midwest wealth advisory firms.
This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate's platform.
You will operate at the intersection of investment expertise, consultative sales, and strategic relationship building, helping build the future of private markets.
What You'll Do
- Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs
- Drive adoption of Allocate's platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth
- Lead the full relationship lifecycle from initial introduction to long-term partnership
- Partner closely with the investment, product, and operations teams to deliver exceptional client outcomes, creating a consistent feedback loop between clients and product innovation
- Be a leader out in the field for Allocate, representing Allocate at industry events and key client gatherings
Qualifications
- 7-10+ years of experience in relationship management, focused on RIAs and wealth advisory firms
- Exceptional relationship-building ability with senior decision makers
- Ability to explain complex investment strategies clearly
- Background specifically in alternatives, technology sales, or a combination of both (Preference for strong technology background and interest)
- Experience, knowledge and interest in sophisticated alternatives offerings, from venture growth, and private equity to co-investments and secondaries opportunities
- Track record of sourcing and closing complex deals
- Strategic account development mindset
- High degree of self-direction and ownership
- Comfort operating in a fast-moving, entrepreneurial environment
Why Join Allocate
- Work directly with some of the most sophisticated platforms in wealth management
- Help build the infrastructure powering private markets in the RIA channel
- Join a team of builders focused on client experience, operational rigor, and problem solving
- Shape how the next generation of wealth platforms invest in private markets