Senior Director – RIA Relationship Management

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

📋 Description

• Establish and nurture trusted relationships with CIOs, investment committees, and senior executives at prominent RIAs to facilitate the growth of their private markets initiatives.

• Promote the adoption of Allocate’s platform, which includes a range of curated investment opportunities (spanning venture, growth, private equity, and private credit), white label fund solutions, and Allocate Insights, with a focus on driving both user engagement and revenue expansion.

• Manage the entire relationship lifecycle, from initial engagement to fostering long-term partnerships.

• Collaborate closely with investment, product, and operations teams to ensure outstanding client outcomes, while maintaining a consistent feedback loop between clients and product innovation.

• Serve as a prominent representative for Allocate at industry conferences and critical client events.

⛳️ Requirements

• 7–10+ years of experience in relationship management, specifically targeting RIAs and wealth advisory firms.

• Outstanding ability to build relationships with senior decision-makers.

• Capability to articulate complex investment strategies in a clear manner.

• A background in alternatives, technology sales, or a combination of both is preferred, with a strong emphasis on technology expertise and enthusiasm.

• Experience and knowledge of sophisticated alternative investment offerings, including venture growth, private equity, co-investments, and secondary opportunities.

• Proven history of sourcing and closing complex transactions.

• A strategic mindset for account development.

• Strong self-direction and ownership.

• Comfort working in a dynamic, entrepreneurial setting.

🏝️ Benefits

• Provides equity opportunities.

• Includes commission-based incentives.