Senior Director – RIA Relationship Management

This is a fully remote position, open to applicants in Texas.

📋 Description

• Cultivate trusted relationships with CIOs, investment committees, and senior leadership at top RIAs to enhance private markets programs.

• Promote the use of Allocate’s platform through curated investment opportunities, white label fund solutions, and Allocate Insights.

• Drive platform adoption and increase revenue growth.

• Oversee the entire relationship lifecycle from initial engagement to long-term collaboration.

• Collaborate with investment, product, and operations teams to ensure outstanding client outcomes.

• Establish a consistent feedback loop between clients and product development.

• Represent Allocate at industry events and significant client gatherings.

⛳️ Requirements

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

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

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

• Background in alternatives, technology sales, or a blend of both.

• Preference for candidates with a strong technology background and genuine interest.

• Experience and knowledge in sophisticated alternatives offerings, including venture growth, private equity, co-investments, and secondary opportunities.

• Proven track record of sourcing and closing complex transactions.

• Strategic mindset for account development.

• High level of self-direction and accountability.

• Comfort in a fast-paced, entrepreneurial environment.

• Must be legally authorized to work in the United States.

🏝️ Benefits

• Equity.

• Commission.

• Direct engagement with advanced platforms in wealth management.

• Opportunity to contribute to the infrastructure that supports private markets within the RIA channel.

• Chance to influence how next-generation wealth platforms invest in private markets.