Allocate
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38 Allocate Jobs Hiring Near You

Senior Data Operations Analyst

New York, NY ยท On-site

$95K - $135K/yr

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 ...

Job Responsibilities As a member of Allocate's legal team, you will play a dynamic and vital role in supporting Allocate's long-term growth. You will be responsible for providing comprehensive ...

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 ...

Job Responsibilities As a member of Allocate's legal team, you will play a dynamic and vital role in supporting Allocate's long-term growth. You will be responsible for providing comprehensive ...

Lead Product Designer

Palo Alto, CA ยท On-site +1

$175K - $215K/yr

About Allocate Allocate is rebuilding private market investing for RIAs and family offices. Our platform brings together curated fund and co-investment opportunities, institutional-grade ...

Lead Product Designer

New York, NY ยท On-site +1

$175K - $215K/yr

About Allocate Allocate is rebuilding private market investing for RIAs and family offices. Our platform brings together curated fund and co-investment opportunities, institutional-grade ...

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 ...

Senior Data Operations Analyst

New York, NY ยท On-site

$95K - $135K/yr

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 ...

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Infographic showing various job openings at Allocate in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 69% Physical, 9% Hybrid, and 22% Remote job distribution.

Senior Director/ Director, RIA Relationship Management (Midwest)

Allocate

Chicago, IL โ€ข On-site, Remote

$150K - $200K/yr

Full-time

Re-posted 13 days ago


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
  • 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
What We're Looking For
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