Lead Product Manager, AI Operations Platform

About Allocate

Allocate is building the intelligent private markets operating system for the wealth channel. We provide modern infrastructure for RIAs, family offices, and institutional allocators to discover, access, and manage private market investments.

About The Role

This role builds the internal operating systems that replace manual, fragmented, or improvised workflows. You will work across the entire organization, with stakeholders in every core function, to understand how the work actually happens and then build the systems that make it faster, cleaner, and more scalable. This foundational work determines how the business runs, and you own it.

Why This Role Matters

The internal operating layer is crucial for a scaling company. Robust, intelligent systems allow the company to absorb growth without drowning in manual work. Spreadsheets, PDFs, and workarounds add friction and cost, reducing the time spent with clients and prospects. Your impact is felt in how fast the revenue team can move, how cleanly operations run, how much manual work compliance can shed, and how much capacity the company gains without adding headcount. This is the foundation of how the business runs, and you own it.

What You'll Own

• The internal operating systems for sales, marketing, operations, compliance, and revenue.
• AI-powered workflows by default.
• Workflow automation that converts manual, error-prone, fragmented processes into robust systems the company can rely on.
• Cross-functional alignment. You operate across the whole organization, translating how each function works into systems that serve them and connect cleanly to each other.
• Reliability as a standard. These systems run the business and must be robust because the whole company depends on them working.

Who You Are

• A builder who is energized by making an entire company run better.
• Someone who sees a manual, fragmented process and wants to turn it into a system that scales.
• A product manager with 5+ years of experience, ideally building internal tools, operational platforms, revenue or GTM systems, or workflow software.
• A person with strong intuition for where intelligence creates real leverage in a workflow versus where it adds noise, and builds accordingly.
• A partner who talks to stakeholders, finds the real bottleneck, and builds the thing that actually solves it rather than what was first requested.
• A builder who thrives in ambiguity and creates structure where none exists.
• A person who uses modern AI tools to prototype, spec, and move faster, and brings that standard to the team.
• A person who operates with high ownership. If something is broken, you fix it.

Details

Reports to: Head of Product
Location: Palo Alto, CA
Compensation: Base Salary of $175K-$215K, plus performance-based bonus, equity, and comprehensive benefits.
Benefits: Medical, dental, vision, responsible time off (RTO), 401(k)
Allocate is an equal opportunity employer. We value diversity of thought, background, and experience.