Senior Director – RIA Relationship Management

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🔥 7 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $150k - $200k / year

⏰ Full Time

🟠 Senior

👔 Director

👻 Ghost score 1%

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Allocate

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

💰 $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

• Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to scale private markets programs • Drive adoption of Allocate’s platform across curated investment opportunities, white label fund solutions, and Allocate Insights • Drive adoption and revenue growth • Lead the full relationship lifecycle from initial introduction to long-term partnership • Partner with investment, product, and operations teams to deliver exceptional client outcomes • Create a consistent feedback loop between clients and product innovation • Represent Allocate at industry events and key client gatherings

🎯 Requirements

• 7–10+ years of experience in relationship management focused on RIAs and wealth advisory firms • Exceptional relationship-building ability with senior decision makers • Ability to explain complex investment strategies clearly • Background in alternatives, technology sales, or a combination of both • Preference for a strong technology background and interest • Experience, knowledge, and interest in sophisticated alternatives offerings, including venture growth, private equity, co-investments, and secondaries opportunities • Track record of sourcing and closing complex deals • Strategic account development mindset • High degree of self-direction and ownership • Comfort operating in a fast-moving, entrepreneurial environment • Legally authorized to work in the United States

🏖️ Benefits

• Equity • Commission • Work directly with sophisticated platforms in wealth management • Opportunity to help build infrastructure powering private markets in the RIA channel • Opportunity to shape how next-generation wealth platforms invest in private markets

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