allocate - Associate, RIA Relationship Management (Midwest)
Requirements
• 3–5 years of experience in financial services, wealth management, or asset management. Experience in the RIA channel, alternatives, or a client-facing role is a strong plus • Deep comfort with Salesforce as a primary working tool: you can build and maintain a complete, accurate view of a relationship across multiple signals, create reports and dashboards, and use the data to prioritise and make decisions — not just log activity • Strong analytical ability and confidence working with data: you can spot patterns, synthesize information from different sources, and present a clear picture to the team • Demonstrated ability to use AI tools in day-to-day work: whether for research, drafting, analysis, or workflow — you already use them and can show it • Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals • Highly organised and rigorous: you follow up, you take good notes, and you keep shared systems accurate without being asked • A high degree of self-direction and ownership, and comfort operating in a fast-moving, entrepreneurial environment • Ambition to build a long-term career in private markets, with this role as the starting point • Series 65 or 66 (or willingness to obtain) • CFA or CAIA designation, or currently in progress • Working knowledge of alternative investment structures and products • Experience coordinating client events or industry conferences
Responsibilities
• Building new partnerships • Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities • Reach out and follow up thoughtfully across email, calls, LinkedIn, and conferences to start the right conversations • Bring Senior Relationship Managers into new firm conversations at the right moment, and work together to understand how Allocate can best serve them • Research prospective firms ahead of meetings: their investment philosophy, AUM, alternatives allocation, and the people who make decisions • Keep pipeline data accurate so the team always has a clear picture of where things stand • Supporting and deepening firm relationships • Work alongside Relationship Managers on active firm partnerships: preparing materials, tracking commitments, and making sure nothing gets missed • Guide new firms through onboarding onto Allocate's platform and help them navigate curated investment opportunities • Coordinate webinars, events, and roundtables that bring value to existing and prospective partner firms • Serve as a reliable, responsive presence for the firms you work with, bringing in senior team members when needed • Over time, take ownership of your own relationships as you build a track record at Allocate
Benefits
• Work directly with some of the most sophisticated platforms in wealth management • Help build the infrastructure powering private markets in the RIA channel • Join a team of builders focused on client experience, operational rigor, and problem-solving • Shape how the next generation of wealth platforms invests in private markets
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