Teams at Allocate

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.

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.

Design and implement backend APIs and performant database schemas (Postgres/SQL); build scalable, testable C# services; work in Agile cross-functional squads; incorporate AI-assisted development tools; and drive engineering maturity and efficiency.