Senior Director/ Director, RIA Relationship Management (East Coast)

remotedirector$150K$200K

via Ashby

About this role

THE ROLE We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate’s growth with wealth advisory firms, specifically focused on the East Coast wealth advisory firms. This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate’s platform. You will operate at the intersection of investment expertise, consultative sales, and strategic relationship building, helping build the future of private markets. WHAT YOU’LL DO - Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs…

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1

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2

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3

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4

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5

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