Managing Director/Director, Relationship Management, Wealth Advisory

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.

Qualifications & Experience

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

Essential Values & Culture

Providing our clients with a world-class experience is our number one priority. We challenge convention, commit to continuous improvement, embrace civil discourse, and respect one another.

Additional Details

• Location: 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)
• Salary Range: $150,000 - $220,000. 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.
• Benefits: Medical, dental, vision, responsible time off (RTO), and 401K
• Employment: Full-time
• The role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.
• 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.