Teams at Allocate

Client-facing role supporting and growing Allocate's partnerships with RIAs and wealth advisors. Identify and engage prospects, support onboarding, prepare materials, track commitments, maintain pipeline data, coordinate events, and progressively take ownership of relationships.

Lead and grow Allocate's RIA relationships on the East Coast, driving adoption of private markets solutions, managing full relationship lifecycle, partnering with investment/product teams, representing Allocate at industry events, and sourcing and closing complex deals to grow revenue.

Build and ship production frontend features using modern web technologies (Vue.js/TypeScript). Collaborate with product in a cross-functional squad to iterate UX, deliver secure, stable code, and create reusable, testable components. Operate in an AI-first workflow using agentic tools, participate in Git-based development, and apply basic AWS services to solve business problems.