Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 6 days ago

Managing Director/Director, Relationship Management, Wealth Advisory

Allocate13 open roles

Pay
$150,000 – $220,000 a year
Where
Palo Alto Office (Hybrid)
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowManaging Director/Director, Relationship Management, Wealth AdvisoryAllocate · Palo Alto Office (Hybrid)

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Allocate's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.8% of postings close within 7 days. Measured by our own scanner across the market. Allocate postings stay open a median of 40 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.8%7 days
  4. 22.3%14 days
  5. 37.8%30 days
  6. 59.0%60 days
This job: posted 6 days ago

Allocate median: 40 days open

The posting

ABOUT ALLOCATE

Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.

About The Role

We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. This individual will be responsible for managing and growing relationships with RIAs, multi-family offices, and private wealth managers, ensuring they leverage Allocate's platform to enhance their private market allocations. The ideal candidate has a deep understanding of private markets, a proven ability to build trusted partnerships with sophisticated wealth advisors, and a strong passion for building a next-generation private markets technology company.

RESPONSIBILITIES

- Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, with a primary focus on establishing and growing relationships with new wealth advisory firms.

- Serve as a trusted advisor, educating firms on private market strategies and the benefits of Allocate's platform and suite of investment and technology solutions.

- Partner with advisory teams to structure private market portfolios that align with their clients' investment objectives.

- Drive engagement and platform adoption by delivering high-touch relationship management, training, and thought leadership.

- Act as a subject matter expert on venture capital, private equity, co-investments, and other alternative investments, guiding advisors on manager selection, fund structures, and portfolio construction.

- Provide market intelligence, feedback, and insights to internal teams to enhance our offerings and client experience.

- Represent Allocate at industry conferences, roundtables, and client events to strengthen brand presence and thought leadership.

QUALIFICATIONS & EXPERIENCE

- 10+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management

- Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms.

- Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies.

- Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred.

- Experience working with investment platforms, fund structures, and a range of alternative investment vehicles.

- Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms.

- Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences.

- Strategic and consultative approach to client engagement, with a focus on long-term partnerships.

- Ability to work independently; travel as needed within the region.

ESSENTIAL VALUES & CULTURE

- Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.

- Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.

- Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.

- Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.

- Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.

WHY JOIN ALLOCATE?

- Be part of a high-growth fintech firm revolutionizing access to private markets.

- Work alongside a talented team of investment professionals, technologists, and industry leaders.

- Opportunity to shape the future of private market investing for wealth advisory firms and their clients.

- Competitive compensation package, including base salary, performance incentives, and equity participation

ADDITIONAL DETAILS

- Location: New York City or Palo Alto, CA (must be able to work from our New York City or Palo Alto office 3-4 days a week or as needed)

- Salary Range: $200,000-$250,000 + commission + discretionary bonus. The actual salary will be determined based on the candidate's experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may include discretionary performance-based bonuses based on individual, team, and company performance factors, and equity.

- Benefits: Medical, dental, vision, responsible time off (RTO), and 401K

- Employment: Full-time

- The role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without visa sponsorship.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Allocate's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Allocate's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Allocate's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.