Associate, RIA Relationship Management – Midwest

🔥 1 hour ago

🌽 Illinois, Texas – Remote

🌽 Illinois – Remote 🤠 Texas – Remote

💵 $105k - $130k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

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Allocate

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

🔥 Funding within the last year

💰 $30.5M Series B - Allocate on 2025-09

SaaS • Fintech • B2B

Allocate is an enterprise software platform that provides intelligent infrastructure for private markets investing, primarily serving wealth advisory firms (RIAs) and asset managers. The platform enables curated private markets access, white‑labeled fund and SPV vehicle creation, aggregated SPVs to accept sub‑minimum commitments, and AI‑powered portfolio data aggregation, document extraction, and workflow tools for lifecycle reporting and operations. Allocate emphasizes integration with existing reporting systems, SOC 2 Type II security controls, and supports firms across a wide AUM range; as of 07/22/2026 it reports $5B+ assets on platform, 375+ wealth advisory firm clients, and 1,500+ private asset manager relationships.

📋 Description

• Identify and engage RIAs, wealth advisory firms, and family offices • Reach out and follow up thoughtfully across multiple channels • Bring Senior Relationship Managers into new firm conversations • Research prospective firms ahead of meetings • Keep pipeline data accurate • Work alongside Relationship Managers on active firm partnerships • Guide new firms through onboarding onto Allocate's platform • Coordinate webinars, events, and roundtables • Serve as a reliable, responsive presence for the firms you work with • Take ownership of your own relationships over time

🎯 Requirements

• 3–5 years of experience in financial services, wealth management, or asset management • Deep comfort with Salesforce as a primary working tool • Strong analytical ability and confidence working with data • Demonstrated ability to use AI tools in day-to-day work • Strong relationship skills and the ability to hold credible conversations with senior investment professionals • Highly organised and rigorous • A high degree of self-direction and ownership • Ambition to build a long-term career in private markets

🏖️ Benefits

• Offers Equity • Offers Commission • Offers Bonus