Associate, RIA Relationship Management – Midwest

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Identify and engage with RIAs, wealth advisory firms, and family offices.

• Thoughtfully reach out and follow up across various channels.

• Involve Senior Relationship Managers in discussions with new firms.

• Conduct research on prospective firms prior to meetings.

• Maintain accurate pipeline data.

• Collaborate with Relationship Managers on current firm partnerships.

• Assist new firms in the onboarding process onto Allocate's platform.

• Organize webinars, events, and roundtables.

• Act as a dependable and responsive contact for the firms you collaborate with.

• Take ownership of your relationships as they develop over time.

⛳️ Requirements

• 3–5 years of experience in financial services, wealth management, or asset management.

• Strong familiarity with Salesforce as a primary tool for work.

• Excellent analytical skills and confidence in working with data.

• Proven ability to utilize AI tools in daily tasks.

• Strong relationship-building skills and the capacity to engage in credible discussions with senior investment professionals.

• Highly organized and detail-oriented.

• A significant degree of self-direction and ownership.

• Desire to cultivate a long-term career in private markets.

🏝️ Benefits

• Offers Equity.

• Provides Commission.

• Includes Bonus.