Allocate
Allocate

17 Allocate Jobs Hiring Near You

$150K - $200K/yr

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 ...

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 ...

Allocate is the intelligent operating system for private market investing. We help wealth advisors, institutional investors, and fund managers access curated opportunities, launch private vehicles ...

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 ยท On-site

$225K - $265K/yr

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 ...

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 ...

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 ยท On-site

$110K - $125K/yr

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 ...

Empower clients through education, helping them understand the complexities and opportunities within private markets via Allocate's platform * Keep abreast of market trends and leverage insights to ...

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    Senior Director/ Director, RIA Relationship Management (West Coast)

    Senior Director/ Director, RIA Relationship Management (West Coast)

    Allocate

    Palo Alto, CA โ€ข On-site

    $150K - $200K/yr

    Full-time

    Posted 15 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 [West Coast, Midwest, East Coast] RIAs.
    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