Associate, RIA Relationship Management – Midwest

Allocate

Relationship Associate supporting RIA partnerships and wealth advisory firms in the Midwest. Collaborating with senior team members to grow Allocate's investment capabilities.

Posted 7/27/2026full-timeRemote • Illinois, Texas • 🇺🇸 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 data analysis. Proficient in using Salesforce and AI tools to enhance client engagement and streamline processes.

Highest-signal resume keywords

Financial Services ExperienceSalesforce ProficiencyData Analysis SkillsRelationship ManagementSelf-Direction and Ownership

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

Data AnalysisClient EngagementOnboarding ProcessesPipeline ManagementEvent Coordination

Soft Skills

Strong Relationship SkillsHighly OrganisedAmbitionResponsiveness

Tools & Technologies

SalesforceAI Tools

Industry Keywords

Wealth ManagementAsset ManagementFamily OfficesRIAsPrivate Markets

About the role

Key responsibilities & impact

Identify and engage RIAs, wealth advisory firms, and family offices
Reach out and follow up thoughtfully across multiple channels
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
Serve as a reliable, responsive presence for the firms you work with
Take ownership of your own relationships over time

Requirements

What you’ll need

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
Strong relationship skills and the ability to hold credible 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