Associate, RIA Relationship Management (East Coast)

Allocate•New York, NY

5d•$105,000 - $130,000

About The Position

Allocate is hiring a Relationship Associate to help grow its partnerships with RIAs and wealth advisory firms. The role is based in New York and covers firms across the country. Working closely with Senior Relationship Managers, the associate engages directly with RIA firms and other allocators to help build scalable, tailored private markets programs spanning venture, growth equity, private equity, and private credit. The role emphasizes understanding each firm's investment philosophy, client needs, and operating principles to develop lasting partnerships. The successful candidate will be deeply client-centric, curious about private markets, and committed to building a career in the field. Over time, the associate will take ownership of relationships and grow into a Relationship Manager role.

Requirements

3–5 years of experience in financial services, wealth management, or asset management.
Strong comfort with Salesforce as a primary working tool, including maintaining complete and accurate relationship records, creating reports and dashboards, and using data to prioritize and make decisions.
Strong analytical ability and confidence working with data, including identifying patterns, synthesizing information from different sources, and presenting a clear picture to the team.
Demonstrated ability to use AI tools in day-to-day work for research, drafting, analysis, or workflow, with examples of use.
Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals.
Strong organizational skills and rigor, including reliable follow-up, good note-taking, and accurate maintenance of shared systems.
Self-direction and ownership, and comfort operating in a fast-moving, entrepreneurial environment.
Ambition to build a long-term career in private markets.

Nice To Haves

Experience in the RIA channel, alternatives, or a client-facing role.
Series 65 or 66, or willingness to obtain one.
CFA or CAIA designation, or currently working toward one.
Working knowledge of alternative investment structures and products.
Experience coordinating client events or industry conferences.

Responsibilities

Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities.
Conduct thoughtful outreach and follow-up through email, calls, LinkedIn, and conferences.
Bring Senior Relationship Managers into new firm conversations at the appropriate time and work together to understand how Allocate can serve those firms.
Research prospective firms before meetings, including their investment philosophy, AUM, alternatives allocation, and decision-makers.
Keep pipeline data accurate so the team has a clear picture of relationship progress.
Support active firm partnerships alongside Relationship Managers by preparing materials, tracking commitments, and ensuring follow-up items are completed.
Guide new firms through onboarding onto Allocate's platform and help them navigate curated investment opportunities.
Coordinate webinars, events, and roundtables for existing and prospective partner firms.
Provide responsive support to partner firms and involve senior team members when needed.
Take ownership of individual relationships over time.