Senior Director/ Director, RIA Relationship Management (East Coast)
remotedirector$150K – $200K
via Ashby
About this role
THE ROLE
We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate’s growth with wealth advisory firms, specifically focused on the East Coast wealth advisory firms.
This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate’s platform.
You will operate at the intersection of investment expertise, consultative sales, and strategic relationship building, helping build the future of private markets.
WHAT YOU’LL DO
- Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams
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