Who can apply: US-based role. The employer has not said which states are eligible — confirm before applying.
Location as listed by the employer: “Palo Alto Office (Hybrid); Palo Alto (On-Site)”
Apply on Allocate's site ↗
Opens the employer's official application page.
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About this role
Allocate is hiring for a Senior Director/ Director, RIA Relationship Management (West Coast) role (full-time). See the official posting for full details.
Requirements
- 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
Summarized from the employer's posting — check the full posting for every requirement.
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