Allocate
Fintech & PaymentsDirect Ashby career site

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

Location
Palo Alto, CA (Remote) · Hybrid
Job type
Full-time
Level
Director
Experience
7+ years
Listed
24 days ago

Skills & highlights for this role

  • relationship management
  • consultative sales
  • complex deal closing

Also useful

  • alternative investments
  • technology sales

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 [West Coast, Midwest, East Coast] RIAs.

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
  • 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

Qualifications

  • 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

Why Join Allocate

  • Work directly with some of the most sophisticated platforms in wealth management
  • Help build the infrastructure powering private markets in the RIA channel
  • Join a team of builders focused on client experience, operational rigor, and problem solving
  • Shape how the next generation of wealth platforms invest in private markets
Read the original posting

From Allocate's careers page, first listed on Rolev.ai on October 17, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

Where is the Senior Director/ Director, RIA Relationship Management (West Coast) job at Allocate located?

Yes, this Senior Director/ Director, RIA Relationship Management (West Coast) opening at Allocate is listed as Palo Alto, CA (Remote) (Hybrid). Always check Allocate's application page for specific state eligibility or relocation policies.

What qualifications are required for Senior Director/ Director, RIA Relationship Management (West Coast) at Allocate?

For the Senior Director/ Director, RIA Relationship Management (West Coast) role, Allocate highlights 7+ years of relevant experience; experience with relationship management, consultative sales, complex deal closing. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Senior Director/ Director, RIA Relationship Management (West Coast) position at Allocate?

This listing links directly to Allocate's Ashby application page. You can apply directly on Allocate's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.

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