Senior Director – RIA Relationship Management

Allocate

Senior Director managing RIA relationships focused on private markets growth. Collaborating with investment teams and senior leadership at wealth advisory firms.

Posted 7/27/2026full-timePalo Alto • California • 🇺🇸 United StatesSenior💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management with a focus on RIAs and wealth advisory firms, driving adoption of investment platforms and sophisticated alternatives offerings. Proven ability to build trusted relationships with senior decision makers and lead strategic account development in a fast-paced environment.

Highest-signal resume keywords

Relationship ManagementInvestment StrategiesAlternatives KnowledgeStrategic Account DevelopmentTechnology Sales

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Complex Deal SourcingPrivate EquityVenture GrowthCo-InvestmentsSecondaries Opportunities

Soft Skills

Relationship-BuildingSelf-DirectionOwnershipCommunication

Tools & Technologies

Allocate PlatformWhite Label Fund Solutions

Industry Keywords

RIAsWealth Advisory FirmsInvestment CommitteesPrivate Markets Programs

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Offers Equity
Offers Commission