Allocate
Finance • Fintech • Wealth Management
Allocate is a private markets platform that empowers wealth advisors and family offices to build and manage high-quality investment portfolios through intelligent curation, tracking, and personalized infrastructure. The platform offers a variety of solutions including fund launching, client portfolio management, and access to curated private market opportunities. Allocate provides resources such as educational content, webinars, and community events, facilitating informed investment decisions for its clients. With a strong focus on high-net-worth clients and wealth advisory firms, Allocate aims to enhance the private market investing experience.
Marketing Automation and Systems Lead
Job not on LinkedIn
September 23
Allocate
Finance • Fintech • Wealth Management
Allocate is a private markets platform that empowers wealth advisors and family offices to build and manage high-quality investment portfolios through intelligent curation, tracking, and personalized infrastructure. The platform offers a variety of solutions including fund launching, client portfolio management, and access to curated private market opportunities. Allocate provides resources such as educational content, webinars, and community events, facilitating informed investment decisions for its clients. With a strong focus on high-net-worth clients and wealth advisory firms, Allocate aims to enhance the private market investing experience.
📋 Description
• Architect and scale Allocate’s martech systems to power the go-to-market engine • Manage and optimize Allocate's marketing systems - including HubSpot, Salesforce, Webflow, Brevo, and Google Analytics - for campaign execution, data flow, and full-funnel visibility • Evolve lifestyle marketing infrastructure: workflows, segmentation, lead routing, attribution, and reporting • Partner with cross-functional teams (marketing, sales, product, design, engineering, and leadership) to align systems with strategic business goals • Support website and campaign operations through enhancements, tagging, and analytic configuration • Ensure system hygiene, documentation, and compliance with privacy standards (e.g., GDPR, CAN-SPAM) • Lead special projects: platform evaluations, data migrations, new tool implementations, and process improvements
🎯 Requirements
• 4–6+ years of hands-on experience managing and integrating marketing technology platforms in high-growth, SaaS or fintech context • Strong technical fluency across martech systems and data integrations into a unified revenue system • Proven ability to scale martech in a high-growth SaaS or fintech context • Ability to independently optimize workflows and documentation while collaborating with cross-functional stakeholders • Proficiency in HTML/CSS basics, UTM tagging, and digital tracking best practices • Project management skills and clear communication in fast-paced, iterative settings • A mindset rooted in problem solving and a commitment to excellent internal service preferred (but not required) • Deep working knowledge of HubSpot, Salesforce, Webflow, and Google Analytics • Experience scaling martech in a B2B or fintech environment • Familiarity with Brevo or similar email platforms • Interest in helping shape broader marketing operations strategy as systems evolve
🏖️ Benefits
• $100-140k base + bonus + equity • Total compensation may also include a discretionary performance-based bonus • Remote work option (location listed as Palo Alto, New York, or Remote)
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