# Managing Director/Director, Relationship Management, Wealth Advisory at Allocate

- Company: Allocate
- What the company does: Backed by Pear VC.
- Company website: https://www.sage.com
- Type: Startups
- Level: Principal and up
- Location: Palo Alto (On-Site)
- Work setup: On-site
- Pay: $150K to $220K base salary per year (USD)
- Posted: 2026-02-24
- Apply by: 2026-10-12
- Apply: https://jobs.ashbyhq.com/allocate/c21e6033-02c8-4bba-8607-97e0934e71d1
- Page: https://www.1752.vc/careers/jobs/allocate-managing-director-director-relationship-management-wealth-advisory/

## 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

Tags: Relationship Management