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Provide legal support for private fund formation and operations, including drafting and negotiating fund documents, regulatory filings (Form ADV, PF, D), investor onboarding, corporate governance, and compliance for registered advisers and private investment funds. Collaborate with internal teams, external counsel, and contribute to development of investment and technology products.

Lead as a technical operator between product, engineering, design, and leadership to remove blockers, accelerate delivery, and compress feedback loops. Drive rapid prototyping-to-production cycles, introduce AI tooling and lightweight processes, directly contribute to delivery, surface risks and dependencies, and scale team workflows so the product organization ships higher-quality features faster.

Own and build Allocate’s design function across product, design systems, and brand. Lead hands-on product design for complex private-market workflows, establish quality and validation practices, shape product strategy with executive and engineering leadership, and hire, coach, and develop a distributed design team. The role requires deep institutional finance or private-markets knowledge, strong prototyping skills, and fluency with Figma, Magic Patterns, and Claude. This hybrid position requires three days weekly in the Palo Alto office.

Build and ship end-to-end features across Vue.js and TypeScript interfaces, C#/.NET APIs, and PostgreSQL schemas. Work autonomously within a cross-functional squad to develop client and admin portals, improve scalability, ensure security and quality, and deliver production-ready software. Use AI coding agents such as Claude Code, Cursor, and Codex as a core development workflow, evaluate emerging tools, and help establish repeatable AI-assisted engineering practices.

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.

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.

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.

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.

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.