Senior Director/ Director, RIA Relationship Management (West Coast)
Allocate · Palo Alto, CA · 3 mo ago
On-siteManagementFull-time
OUR MISSION
To build the private markets operating system for the wealth channel – bringing an end-to-end institutional-grade solution around structure, controls, and reporting.
OUR VISION
Private markets that operate with the same clarity, consistency, and rigor as public markets.
Benefits
- Comprehensive Health, Dental & Vision Plans
- Parental & Family Leave
- Responsible Time Off (RTO)
- Flexible Work Environment