Allocate seeks a Managing Director or Director of Relationship Management to deepen engagement with wealth advisory firms, including RIAs, multi-family offices, and private wealth managers, helping them leverage Allocate's platform for private market allocations.
You will educate firms on private market strategies, structure portfolios with advisory teams, and drive platform adoption through high-touch relationship management and thought leadership.
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MD/Director, Relationship Management - Private Markets Tech
SupportFinity · Santa Clara, CA, USA ·
- Job type:
- Full Time