Senior Director – RIA Relationship Management

🔥 1 hour ago

🌽 Illinois, Texas – Remote

🌽 Illinois – Remote 🤠 Texas – Remote

💵 $150k - $200k / year

⏰ Full Time

🟠 Senior

👔 Director

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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

• Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs • Drive adoption of Allocate’s platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth • Lead the full relationship lifecycle from initial introduction to long-term partnership • Partner closely with the investment, product, and operations teams to deliver exceptional client outcomes, creating a consistent feedback loop between clients and product innovation • Be a leader out in the field for Allocate, representing 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 specifically in alternatives, technology sales, or a combination of both (Preference for strong technology background and interest) • Experience, knowledge and interest in sophisticated alternatives offerings, from venture growth, and private equity to 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

🏖️ Benefits

• Offers Equity • Offers Commission