Allocate.co careers

Associate, RIA Relationship Management (West Coast)

Palo Alto Office (Hybrid) · Senior

Sponsorship not specifiedDetected 41 days ago

SalesforceResearchProblem SolvingCFA

About the role

We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms.
Based in the Palo Alto, you will cover firms across the country.
The role sits at the heart of how Allocate works with wealth advisory firms.

Building new partnerships
Coordinate webinars, events, and roundtables that bring value to existing and prospective partner firms
Over time, take ownership of your own relationships as you build a track record at Allocate
their investment philosophy, what they are building for their clients, and the principles that shape how they operate.

Strong analytical ability and confidence working with data: you can spot patterns, synthesize information from different sources, and present a clear picture to the team
Demonstrated ability to use AI tools in day-to-day work: whether for research, drafting, analysis, or workflow - you already use them and can show it
Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals
A high degree of self-direction and ownership, and comfort operating in a fast-moving, entrepreneurial environment
Serve as a reliable, responsive presence for the firms you work with, bringing in senior team members when needed

Series 65 or 66 (or willingness to obtain)
CFA or CAIA designation, or currently in progress
Working knowledge of alternative investment structures and products
Experience coordinating client events or industry conferences
Work directly with some of the most sophisticated platforms in wealth management
Join a team of builders focused on client experience, operational rigor, and problem-solving
Shape how the next generation of wealth platforms invests in private markets
3-5 years of experience in financial services, wealth management, or asset management.

Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities

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