RIA Partnerships Associate – Private Markets

Allocate; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Allocate is seeking a Relationship Associate to enhance partnerships with RIAs and wealth advisory firms in New York. This role is pivotal in building and sustaining client relationships, guiding firms on Allocate's platform, and enhancing operations through strong analytical skills. Candidates should have 3–5 years in financial services, demonstrating proficiency in Salesforce and a keen interest in private markets.

Join a dynamic team dedicated to reshaping the landscape of private markets and elevate your career in the wealth management sector.

Qualifications

• 3–5 years of experience in financial services, wealth management, or asset management.
• Deep comfort with Salesforce as a primary working tool.
• Strong analytical ability and confidence working with data.
• Demonstrated ability to use AI tools in day-to-day work.

Responsibilities

• Identify and engage RIAs, wealth advisory firms, and family offices.
• Work alongside Relationship Managers on active firm partnerships.
• Guide new firms through onboarding onto Allocate's platform.
• Bring Senior Relationship Managers into new firm conversations.

Skills

Client relationship management

Salesforce proficiency

Analytical skills

Understanding of financial services

Experience in asset management

Job description

Allocate is seeking a Relationship Associate to enhance partnerships with RIAs and wealth advisory firms in New York. This role is pivotal in building and sustaining client relationships, guiding firms on Allocate's platform, and enhancing operations through strong analytical skills. Candidates should have 3–5 years in financial services, demonstrating proficiency in Salesforce and a keen interest in private markets.

Join a dynamic team dedicated to reshaping the landscape of private markets and elevate your career in the wealth management sector.