Jobs at Allocate

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.

Own and build AI-first internal operating systems and workflow automation for sales, marketing, operations, compliance, and revenue. Partner cross-functionally to replace manual processes with robust, reliable, AI-powered systems that scale the business and reduce manual work.

Lead and build Allocate's People function end-to-end: HR operations, talent acquisition, onboarding, performance management, compensation and benefits, compliance, HRIS/PEO transitions, analytics, and partner with leaders to scale organizational design and employee experience.

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.

Lead and grow Allocate's relationships with Midwest RIAs by building trusted partnerships with CIOs and investment teams, driving adoption of Allocate's private markets platform and solutions, managing the full relationship lifecycle, partnering with product and operations for client outcomes, and representing Allocate at industry events.

Partner with Senior Relationship Managers to identify, engage, and onboard RIAs, wealth advisors, and family offices. Manage outreach, research prospects, maintain accurate pipeline data, support onboarding and client events, and progressively take ownership of client relationships to build scalable private markets programs.

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.

Lead relationships with RIAs and wealth advisory firms to scale private markets programs using Allocate's platform. Drive platform adoption, revenue, and long-term partnerships across alternatives offerings; collaborate with investment, product, and operations teams; represent Allocate at industry events.

Manage end-to-end fund operations for 150+ funds including capital calls, distributions, wires, reconciliations, lines of credit, fee and expense tracking, and investor inquiries. Coordinate with fund admins, banks, custodians, and internal teams, document processes, resolve operational breaks, and drive client-focused issue resolution and scalable workflows.

Lead and expand relationships with RIAs, multi-family offices, and private wealth managers to drive adoption of Allocate's private markets platform. Serve as a trusted advisor on private equity, venture capital, co-investments, and portfolio construction; deliver training, thought leadership, and high-touch relationship management. Provide market feedback to internal teams and represent the firm at industry events to grow brand presence.

Support and expand Allocate's RIA and wealth advisor partnerships by sourcing and engaging prospective firms, assisting Senior Relationship Managers, onboarding clients onto the platform, coordinating events, tracking commitments and pipeline, and progressively taking ownership of client relationships. Emphasis on client research, Salesforce-driven pipeline management, data analysis, and exceptional relationship skills in private markets.

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.