Managing Director/Director, Relationship Management, Wealth Advisory

Allocate•Palo Alto, CA

50d•$150,000 - $220,000•Hybrid

About The Position

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.

Requirements

8+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management
Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms.
Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies.
Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred.
Experience working with investment platforms, fund structures, and a range of alternative investment vehicles.
Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms.
Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences.
Strategic and consultative approach to client engagement, with a focus on long-term partnerships.
Ability to work independently; travel as needed within the region.

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, and thought leadership.
Act as a subject matter expert on venture capital, private equity, co-investments, and other alternative investments, guiding advisors on manager selection, fund structures, and portfolio construction.
Provide market intelligence, feedback, and insights to internal teams to enhance our offerings and client experience.
Represent Allocate at industry conferences, roundtables, and client events to strengthen brand presence and thought leadership.