Associate, RIA Relationship Management – West Coast

Allocate; Palo Alto (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Allocate in Palo Alto is hiring a Relationship Associate to help grow partnerships with RIAs and wealth advisory firms across the country. You will collaborate with Senior Relationship Managers and other allocators to develop tailored private market programs.

This role demands a client-centric approach and offers the opportunity to build long-term relationships in the financial services space. Ideal candidates should have 3-5 years' experience, be highly organized, and possess analytical skills.

Qualifications

• 3-5 years of experience in financial services, wealth management, or asset management.
• Strong relationship skills and the ability to hold credible conversations with senior professionals.
• Deep comfort with Salesforce as a primary working tool.

Responsibilities

• Identify and engage RIAs and wealth advisory firms.
• Work alongside Relationship Managers on active partnerships.
• Guide new firms through onboarding onto Allocate's platform.

Skills

Client-centric

Strong relationship skills

Analytical ability

Organizational skills

Experience with Salesforce

Self-direction

Tools

Salesforce

AI tools

Job description

THE ROLE

We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms. Based in the Palo Alto, you will cover firms across the country.

The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping them build scalable but tailored private markets programs spanning venture, growth equity, private equity, and private credit.

At the core of this is a genuine effort to understand each firm you work with: their investment philosophy, what they are building for their clients, and the principles that shape how they operate. That depth of understanding is what turns a good partnership into a lasting one.

This is a role for someone who is deeply client‑centric, curious about private markets, and serious about building a career in the space. Over time, you will take on your own relationships and grow into a full Relationship Manager seat.

WHAT YOU’LL DO

Building new partnerships

• Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities

• Reach out and follow up thoughtfully across email, calls, LinkedIn, and conferences to start the right conversations

• Bring Senior Relationship Managers into new firm conversations at the right moment, and work together to understand how Allocate can best serve them

• Research prospective firms ahead of meetings: their investment philosophy, AUM, alternatives allocation, and the people who make decisions

• Keep pipeline data accurate so the team always has a clear picture of where things stand

Supporting and deepening firm relationships

• Work alongside Relationship Managers on active firm partnerships: preparing materials, tracking commitments, and making sure nothing gets missed

• Guide new firms through onboarding onto Allocate's platform and help them navigate curated investment opportunities

• Coordinate webinars, events, and roundtables that bring value to existing and prospective partner firms

• Serve as a reliable, responsive presence for the firms you work with, bringing in senior team members when needed

• Over time, take ownership of your own relationships as you build a track record at Allocate

WHAT WE’RE LOOKING FOR

• 3–5 years of experience in financial services, wealth management, or asset management. Experience in the RIA channel, alternatives, or a client‑facing role is a strong plus

• Deep comfort with Salesforce as a primary working tool: you can build and maintain a complete, accurate view of a relationship across multiple signals, create reports and dashboards, and use the data to prioritise and make decisions — not just log activity

• Strong analytical ability and confidence working with data: you can spot patterns, synthesize information from different sources, and present a clear picture to the team

• Demonstrated ability to use AI tools in day‑to‑day work: whether for research, drafting, analysis, or workflow — you already use them and can show it

• Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals

• Highly organised and rigorous: you follow up, you take good notes, and you keep shared systems accurate without being asked

• A high degree of self‑direction and ownership, and comfort operating in a fast‑moving, entrepreneurial environment

• Ambition to build a long‑term career in private markets, with this role as the starting point

NICE TO HAVE

• Series 65 or 66 (or willingness to obtain)

• CFA or CAIA designation, or currently in progress

• Working knowledge of alternative investment structures and products

• Experience coordinating client events or industry conferences

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 invests in private markets