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Allocate · 5 months ago

Managing Director / Director, Relationship Management, Wealth Advisory Firms

Palo Alto, California

Full-time

Hybrid

Director/Executive

$150K/yr - $220K/yr

8+ years exp

Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. The Managing Director/Director of Relationship Management will deepen and expand engagement with wealth advisory firms, managing and growing relationships while ensuring they leverage Allocate's platform for enhanced private market allocations.

FinanceFinancial ServicesImpact Investing

Growth Opportunities

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

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

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

Act as a subject matter expert on venture capital, private equity, co-investments, and other alternative investments, guiding advisors on manager selection, fund structures, and portfolio construction

Provide market intelligence, feedback, and insights to internal teams to enhance our offerings and client experience

Represent Allocate at industry conferences, roundtables, and client events to strengthen brand presence and thought leadership

Qualification

Private market investmentsRelationship managementTechnology-driven solutionsInvestment platformsAlternative investment vehiclesStrategic client engagementCommunication skillsPresentation skills

Required

8+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management

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

Experience working with investment platforms, fund structures, and a range of alternative investment vehicles

Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms

Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences

Strategic and consultative approach to client engagement, with a focus on long-term partnerships

Ability to work independently; travel as needed within the region