Senior Director/ Director, RIA Relationship Management (Texas)

Allocate • Palo Alto, CA

1d • $150,000 - $200,000

About The Position

Allocate is hiring a Director / Senior Director, RIA Relationship Management to help grow its business with wealth advisory firms, with a focus on Texas RIAs. The role works exclusively with RIAs and wealth advisory firms, partnering with CIOs, investment teams, and operating partners to help build programmatic private markets portfolios using Allocate’s platform.

This position combines investment expertise, consultative sales, and strategic relationship building. It is responsible for growing adoption and revenue, managing client relationships from initial introduction through long-term partnership, and contributing client feedback to product innovation. The role also represents Allocate at industry events and client gatherings.

Requirements

• 7–10+ years of experience in relationship management focused on RIAs and wealth advisory firms.
• Exceptional relationship-building ability with senior decision makers.
• Ability to explain complex investment strategies clearly.
• Background in alternatives, technology sales, or a combination of both.
• Experience, knowledge, and interest in sophisticated alternatives offerings, including venture growth, private equity, co-investments, and secondaries.
• Track record of sourcing and closing complex deals.
• Strategic account development mindset.
• High degree of self-direction and ownership.
• Comfort operating in a fast-moving, entrepreneurial environment.

Nice To Haves

• Strong technology background and interest.

Responsibilities

• 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, including venture and growth, private equity, and private credit, as well as white label fund solutions and Allocate Insights.
• Focus on driving adoption and revenue growth.
• Lead the full relationship lifecycle, from initial introduction to long-term partnership.
• Partner with investment, product, and operations teams to deliver exceptional client outcomes.
• Create a consistent feedback loop between clients and product innovation.
• Represent Allocate at industry events and key client gatherings.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed