Allocate.co careers

Allocate.co careers

Managing Director/Director, Relationship Management, Wealth Advisory

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

Work authorization required$150k-$220kDetected 149 days ago
Product StrategySalesCommunication

About the role

  • ESSENTIAL VALUES & CULTURE - Providing our clients with a world-class experience is our number one priority.
  • The actual salary will be determined based on the candidate's experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data.

Responsibilities

  • Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, with a primary focus on establishing and growing relationships with new wealth advisory firms.
  • Partner with advisory teams to structure private market portfolios that align with their clients' investment objectives.
  • Drive engagement and platform adoption by delivering high-touch relationship management, training, and thought leadership.
  • We obsessively search for ways to improve the experience for our clients and partners.

Requirements

  • 8+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management
  • Experience working with investment platforms, fund structures, and a range of alternative investment vehicles.
  • Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences.
  • Ability to work independently
  • New York City or Menlo Park, CA (must be able to work from our New York City or Menlo Park office 3-4 days a week or as needed)
  • Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions.
  • In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
  • Must have legal authorization to work in the U.S. now and in the future without visa sponsorship.
  • Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms.
  • Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies.
  • Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms.
  • Strategic and consultative approach to client engagement, with a focus on long-term partnerships.
  • Ability to work independently; travel as needed within the region.
  • Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.

Nice to have

  • Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred.

Compensation

  • The actual salary will be determined based on the candidate's experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data.
  • Total compensation may include discretionary performance-based bonuses based on individual, team, and company performance factors, and equity.
  • $150,000 - $220,000.
  • Competitive compensation package, including base salary, performance incentives, and equity participation

Benefits

  • Medical, dental, vision, responsible time off (RTO), and 401K
  • Competitive compensation package, including base salary, performance incentives, and equity participation
  • Serve as a trusted advisor, educating firms on private market strategies and the benefits of Allocate's platform and suite of investment and technology solutions.
  • Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.

Company info

  • Be part of a high-growth fintech firm revolutionizing access to private markets.

Visa & Work Authorization

  • Must have legal authorization to work in the U.S. now and in the future without visa sponsorship.
Apply directly at Allocate.co careers →Create a free account for alerts like thisView Allocate.co careers immigration profile

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