Backed by Pear VC.
About the role
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.
What they're looking for
- 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
More about this role
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.
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...
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