Midwest (Remote - Austin) Remote (City) Employment $150K – $200K

Allocate is hiring a Senior Director/ Director, RIA Relationship Management (Midwest)

Responsibilities

  • Develop strong, trusted relationships with chief investment officers, investment committees, and executive leaders at top registered investment advisory firms to expand their private markets initiatives
  • Promote the use of the platform across a range of private market opportunities—including venture capital, growth equity, private equity, and private credit—as well as white-labeled fund offerings and data-driven insights, with a focus on increasing platform adoption and revenue
  • Manage the complete client relationship journey, from initial outreach through long-term strategic partnerships
  • Collaborate closely with investment, product, and operations teams to ensure superior client results and maintain an ongoing flow of client feedback to inform product development
  • Serve as a visible representative of the organization at industry conferences and major client meetings
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About company
Allocate
Allocate is the intelligent operating system for private market investing. We help wealth advisors, institutional investors, and fund managers access curated opportunities, launch private vehicles, and manage portfolios without operational drag. Built for today’s market complexity and tomorrow’s scale, Allocate replaces fragmented workflows with a single, purpose-built platform. If you are driven to solve foundational problems and modernize how capital moves, this is where your work will matter.
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Job Details
Department Relationship Management
Category management
Posted 2 months ago