7-10+ years in relationship management with RIAs and wealth advisory firms
Exceptional relationship-building skills with senior decision makers
Ability to clearly explain complex investment strategies
Background in alternatives and technology sales
Knowledge of sophisticated alternatives offerings such as venture growth and private equity
Proven track record of sourcing and closing complex deals
Strategic account development mindset
Self-directed with a high ownership mindset
Comfortable in a fast-paced, entrepreneurial environment
Responsibilities
Build trusted relationships with CIOs and senior leadership at RIAs
Drive adoption of Allocate's platform and curated investment opportunities
Lead the full relationship lifecycle from introduction to partnership
Collaborate with investment, product, and operations teams for client outcomes
Represent Allocate at industry events and key client gatherings
Benefits
401(k) matching
Health, dental, and vision insurance
Flexible work arrangements
Professional development opportunities
Generous vacation policy
Full 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
