Senior Director - RIA Relationship Management
Jobtailor
Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs Drive adoption of Allocate’s platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth Lead the full relationship lifecycle from initial introduction to long-term partnership Partner closely with the investment, product, and operations teams to deliver exceptional client outcomes, creating a consistent feedback loop between clients and product innovation Be a leader out in the field for Allocate, representing Allocate at industry events and key client gatherings Requirements 7–10+ years of experience in relationship management, focused on RIAs and wealth advisory firms Exceptional relationship-building ability with senior decision makers Ability to explain complex investment strategies clearly Background specifically in alternatives, technology sales, or a combination of both (Preference for strong technology background and interest) Experience, knowledge and interest in sophisticated alternatives offerings, from venture growth, and private equity to co-investments and secondaries opportunities Track record of sourcing and closing complex deals Strategic account development mindset High degree of self-direction and ownership Comfort operating in a fast-moving, entrepreneurial environment Core Competencies Demonstrates expertise in relationship management with a focus on RIAs and wealth advisory firms, driving adoption of investment platforms and sophisticated alternatives offerings. Proven ability to build trusted relationships with senior decision makers and lead strategic account development in a fast-paced environment. Hard Skills Complex Deal Sourcing Private Equity Venture Growth Co-Investments Secondaries Opportunities Soft Skills Relationship-Building Self-Direction Ownership Communication Industry Keywords RIAs Wealth Advisory Firms Investment Committees Private Markets Programs Tools & Technologies Allocate Platform White Label Fund Solutions #J-18808-Ljbffr Jobtailor
$192k - $278k
Manage a portfolio of program and project roadmaps to drive business priorities, strategic outcomes, and on-time, cost-effective delivery... ...Objectives and Key Results (OKRs).Build and maintain strong relationships with key stakeholders across partner organizations to ensure...Senior- Jobtailor, based in Palo Alto, is seeking a seasoned Relationship Manager to build trusted relationships with RIAs and wealth advisory firms, guiding adoption of Allocate’s platform across private markets opportunities and white label solutions. You will own the full relationship...Senior
$142k - $212k
...directly with our employees to grow trusted relationships and gain a deep understanding of the... ...sectorsPartner with the Staffing teams and hiring managers to create competitive offers for hires.... ...presenting recommendations to senior leaders and executives.Ability to balance...SeniorFlexible hoursShift work- ...Lucile Packard Foundation for Children's Health is seeking a Senior Director of Transformational Giving. This strategic role focuses on... ...philanthropic investments of $25 million and above while building donor relationships to benefit child and maternal health. Ideal candidates will...Senior
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Hesai Technology
Palo Alto, CA5 days ago $170k - $200k
...leading solution for personal finance management software and is committed to helping people... ...Summary We are looking for a dynamic Senior Technical Product Manager for... ...Quicken. This pivotal role will manage relationships with data aggregators such as Intuit, Plaid...SeniorFull timeContract workQuicken Inc.
Menlo Park, CA4 days ago$205.5k - $278k
...severe challenges a small business faces is managing their cash flow: balancing inflows and... ....We are looking for an experienced Senior Staff Product Manager to own the end-to-... ...manage and influence direct and indirect relationships, and to lead cross-functional teams.Strong...SeniorOdd jobWorldwide$225k - $280k
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Los Altos, CAmore than 2 months ago- ...roadmap, and outcomes. Below is what that looks like concretely. Own the API Connections platform and manage the backlog of platform bets. Manage the commercial relationship with our third-party providers. Define and execute the A2A and MCP server roadmap. Customers are...Senior
ASAPP
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...development. Leads HR coordination in a fast paced setting managing investigations corrective actions payroll and labor relations... ...in project management, prioritization, and building trusted relationships across the organization Requirements Education Requirement:...SeniorLocal areaWorldwide- ...the layout process for construction projects and accelerates the digital transformation of the building process.We’re seeking a Sr./Director of Demand Generation who thrives in a dynamic environment, relishes the opportunity to build from scratch, and knows how to create...SeniorFlexible hours
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...visit About the RoleWe're looking for a Senior Talent Partner, AI & Engineering to... ...Valley technology firms.Build trusted relationships with executive-level candidates while delivering... ..., including onboarding, performance management, employee development, organizational...SeniorFull timeWork at officeLocal areaWork from homeMonday to Friday$195.5k - $230k
...CA -The Global Workplace Experience Director is a senior leader within the Cushman & Wakefield... ...expectations.· Partner with Facilitates Management team to oversee global Lobby... ...and key stakeholders.· Build trusted relationships with senior leaders and stakeholders...SeniorMinimum wageFull timeWork at officeLocal areaFlexible hours$106.01 - $140.47 per hour
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$200k - $235k
...missions in the world!Job Description: Senior Director of Subject Matter Expert - CTEM, RBVM,... ...for the Qualys Enterprise TruRisk Management (ETM) platform and Risk Operations Center... ...presentations to customers.Foster strong relationships with customers to gather feedback,...SeniorFull time$245.7k - $337.85k
...seeking a strategic, business-oriented Senior Director, Human Resources Business Partner (... ...outcomes in workforce planning, talent management, organizational design, leadership development... ....Foster strong cross-functional relationships and influence outcomes across all...SeniorFull timeWork at officeWork from home
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