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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 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.

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.

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.

Manage end-to-end monthly and quarterly close processes, maintain general ledger and balance sheet reconciliations, support financial statement preparation, assist with audit readiness and ERP implementation, improve controls and partner with the Controller across finance and external advisors.

Own end-to-end revenue recognition (ASC 606) and billing operations, manage invoicing and reconciliations, build scalable billing processes and controls, partner cross-functionally on contracts and system implementations, support audits, perform technical accounting research, and lead automation and team growth initiatives.

Build, train, fine-tune, evaluate, and deploy machine learning and LLM models for production. Create monitoring, evaluation, and feedback tooling, evaluate new techniques, and collaborate cross-functionally to ship ML-powered features.

Build and scale Allocate's AWS-based data lakehouse and pipelines (batch and real-time). Model financial entities and integrate internal/third-party sources. Enable ML/AI workflows, vector and knowledge-graph integrations, CI/CD and containerized deployments, and collaborate with engineering to deliver reliable, production-grade data and AI infrastructure.

Provide Tier 1/2 end-user support and troubleshoot hardware, software, and SaaS for a 80+ hybrid workforce; manage provisioning, SaaS access, device and asset inventory, and vendor coordination; support security operations and SOC 2 evidence collection, access reviews, MFA enforcement, endpoint compliance, and alert monitoring in partnership with an MSP.