About Allocate

Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.

About The Role

This position owns and builds the design function at Allocate, reporting directly to the CEO and working in lockstep with product and engineering leadership.

This is a build role, not a caretaking one. A small team, a working design system, and a live product are already in place. The mandate is to take all three further: set the standard, grow the team, and decide what design owns and how it earns that ownership.

The role stays hands-on by design. At this stage, the person leading design is still in the work: shaping the hardest flows, prototyping the ideas that must be seen to be understood, sitting in the details when the details matter.

One thing is non-negotiable: this role starts from the client and works backward. Engineering constraints are inputs to negotiate, not the frame to design inside. The right person asks what will provide advisors and fund managers a great product experience.

Private markets are dense — funds, co-investments, capital calls, distributio