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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.