Associate, RIA Relationship Management – West Coast

Allocate

Relationship Associate helping to grow Allocate's partnerships with RIAs and wealth advisory firms. Collaborates closely with Senior Relationship Managers and engages with clients to build private markets programs.

Posted 7/27/2026full-timePalo Alto • California • 🇺🇸 United StatesJuniorMid-Level💰 $105,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial services and wealth management, with a strong focus on relationship management and client engagement. Proficient in using Salesforce and AI tools to enhance operational efficiency and data analysis.

Highest-signal resume keywords

Financial Services ExperienceWealth Management ExpertiseSalesforce ProficiencyRelationship Management SkillsData Analysis Capability

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial ServicesWealth ManagementAsset ManagementData AnalysisClient Engagement

Soft Skills

Strong Relationship SkillsHighly OrganisedSelf-DirectionOwnershipAnalytical Ability

Tools & Technologies

SalesforceAI Tools

Industry Keywords

RIA ChannelPrivate MarketsWealth Advisory FirmsFamily OfficesClient-Facing Role

About the role

Key responsibilities & impact

Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform
Reach out and follow up thoughtfully across email, calls, LinkedIn, and conferences
Bring Senior Relationship Managers into new firm conversations
Research prospective firms ahead of meetings
Keep pipeline data accurate
Work alongside Relationship Managers on active firm partnerships
Guide new firms through onboarding onto Allocate's platform
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
Take ownership of your own relationships as you build a track record at Allocate

Requirements

What you’ll need

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
Strong analytical ability and confidence working with data
Demonstrated ability to use AI tools in day-to-day work
Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals
Highly organised and rigorous
A high degree of self-direction and ownership
Ambition to build a long-term career in private markets

Benefits

Comp & perks

Offers Equity
Offers Commission
Offers Bonus