We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate’s growth with wealth advisory firms, specifically focused on Texas RIAs.

This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate’s platform.

Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs

Drive adoption of Allocate’s platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth

Lead the full relationship lifecycle from initial introduction to long-term partnership

Partner closely with the investment, product, and operations teams to deliver exceptional client outcomes, creating a consistent feedback loop between clients and product innovation

Be a leader out in the field for Allocate, representing Allocate at industry events and key client gatherings

Senior Director/ Director, RIA Relationship Management (Texas)

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Allocate

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