Senior Director – RIA Relationship Management
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Job Description
RIA relationship leader growing Allocate’s private-markets platform among Texas wealth advisory firms. Driving private-markets adoption, complex deal closures, and strategic client partnerships.
Responsibilities:
- 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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