
RIA Relationship Leader - Private Markets Growth (East Coast)
Allocate Holdings Inc., Tulsa, OK, United States
A leading financial services firm is seeking a Director/Senior Director, RIA Relationship Management. The ideal candidate will have 7-10+ years of relationship management experience with wealth advisory firms and will drive the adoption of private market investment programs. This role involves building strong relationships with senior decision-makers and helping enhance their investment strategies using the firm's platform. Join a dynamic team committed to innovation and growth in the private markets sector.
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