Managing Director/Director, Relationship Management, Wealth Advisory
We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. This individual will be responsible for managing and growing relationships with RIAs, multi-family offices, and private wealth managers, ensuring they leverage Allocate's platform to enhance their private market allocations. The ideal candidate has a deep understanding of private markets, a proven ability to build trusted partnerships with sophisticated wealth advisors, and a strong passion for building a next-generation private markets technology company.
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,
