Allocate.co careers

Sr. Director, Limited Partner Relations & Servicing

Palo Alto (On-Site) · Director · Full-time

Sponsorship not specified$190k-$230kDetected 149 days ago

Performance ManagementResearchLeadershipCommunicationMentoring

About the role

You are accountable for response times, accuracy, and investor satisfaction as the business continues to scale.
This role requires someone who has managed and scaled teams through growth-not just operated as a strong individual contributor.
Handle performance management, coaching, and team development as the business grows

Manage a team of investor services professionals-set clear expectations, give direct feedback, develop people, and hire when needed
Build a team that doesn't need you to answer every question; your job is to scale through people, not just personal capacity
Ensure fast, accurate responses that maintain investor trust and satisfaction
Build scalable processes that work as we grow from 4,000 to 8,000+ investors-identify what's breaking and fix it before it becomes a crisis
As Director of Limited Partner Relations & Servicing, you will build and lead the team that services Allocate's 4,000+ investors across 150+ funds.
You will build the processes and systems that let your team operate independently while maintaining quality and speed.
Own the full investor lifecycle: onboarding new RIAs to the platform, handling subscription document questions, coordinating KYC, resolving custodian issues, and answering ongoing investor inquiries
Partner with Relationship Management to ensure RMs trust that escalations get resolved quickly and correctly

This role is NOT a fit if: You are primarily an individual contributor who enjoys client servicing but hasn't managed or led teams.
7+ years in alternative asset management, private wealth management, or adjacent financial services environments with exposure to RIAs, family offices, fund structures, subscription documents, custodians, and KYC processes
Proven experience managing and scaling teams through periods of growth-you've built or run teams, know how to hire and develop people, and have handled the messy middle of scaling when old processes break

Work with Product, Legal, Finance, and Engineering on anything that impacts investor experience
Push for changes that make your team's job easier or improve the investor experience
High responsiveness and attention to detail-you hold yourself and your team to the standard that investors expect, fast, accurate answers

Medical, dental, vision, responsible time off (RTO), 401k
Total compensation may also include a discretionary performance-based bonus.
May qualify for a discretionary bonus if employed and in good standing at the end of the fiscal year
The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data.

You are primarily an individual contributor who enjoys client servicing but hasn't managed or led teams.
You will do some of that work, but your primary job is leading people and running operations.
Essential Values & Culture
Providing our clients with a world-class experience is our number one priority.
This role is critical to how our values show up for investors every day.
We obsessively search for ways to improve the experience for our clients and partners, requiring extraordinary response times, proactivity, and a relentless focus on quality across everything we do.

This listing is sourced directly from Allocate.co careers's careers page and normalized into a canonical job model.