Senior Technical Project Manager

Role Description

Allocate is modernizing private markets, making alternative investments more accessible and streamlined for wealth advisory firms and family offices. Backed by leading firms and driven by a mission to remove barriers in private market investing, we leverage over 100 years of collective experience to transform the industry.

We are building an AI-native product organization that moves extremely fast — from idea → prototype → client feedback → production in days, not months. To do that well, we need a force multiplier and builder.

Your Mission:

• Increase the velocity of the product organization.
• Identify friction, remove blockers, accelerate decisions, and compress feedback loops.
• Operate as a technical operator inside the product organization.
• Work alongside makers — not above them.

What Success Looks Like:

• The team should feel noticeably faster within your first few months.
• Work that used to take weeks happens in days.
• Blockers disappear before they slow the team down.
• Leadership has visibility into what’s happening without needing constant status meetings.
• Introduce tools, workflows, and habits that compound the team’s effectiveness over time.
• Fix issues without waiting for permission.
• The team ships better products faster than before you joined.

What You’ll Be Doing:

• Accelerate delivery by driving rapid feedback loops between prototyping, client input, and production.
• Keep multiple parallel workstreams moving without creating bottlenecks or bureaucracy.
• Identify what's blocking a maker and remove it — same day.
• Keep leadership and key stakeholders informed with signal, not noise.
• Create clarity and momentum in ambiguous environments.
• Identify and surface risks and cross-team dependencies before they become problems.
• Protect the team’s focus so builders can build.
• Help the team prioritize the work that matters most right now.
• Eliminate coordination overhead wherever possible.
• Treat process as a product — continuously improving it as the team evolves.
• Use AI tools to prototype, draft specs, generate briefs, and unblock the team.
• Contribute directly to delivery rather than only coordinating others.
• Continuously experiment with new AI tooling and share what works across the team.
• Identify where AI can eliminate manual coordination overhead and implement it.
• Evolve tools and workflows as the team grows.
• Build lightweight systems that improve alignment without slowing teams down.
• Ensure distributed teams communicate effectively across time zones.
• Continuously look for ways to increase the speed and effectiveness of the product organization.

Qualifications

• Experience shipping real products in fast-moving startup environments; early-stage startup experience strongly preferred.
• A maker mindset — you would rather prototype a solution than write a slide deck about it.
• Strong familiarity with modern AI tooling and curiosity about how it changes how teams build software.
• Comfortable using AI tools in your daily workflow to improve productivity and coordination.
• Strong judgment about when to move fast and when to slow down.
• Ability to hold context across business, product, design, and engineering without requiring rigid handoff processes.
• Excellent communication skills — async-first, direct, and oriented toward decisions rather than status updates.
• Comfort operating in ambiguity; you create structure rather than waiting for it.
• High ownership and accountability — when something is stuck, you make it move.
• Experience working with distributed teams.
• A Bachelor’s degree; studies in Computer Science, Engineering, Business, or a related field (or equivalent experience) would be helpful.

Requirements

• This role may not be for you if you prefer structured environments where responsibilities are narrowly defined.
• You are uncomfortable experimenting with AI tooling to improve how teams operate.
• You prefer well-defined roadmaps and long planning cycles.

Benefits

• Location: Remote
• Reports to the Lead Technical Project Manager
• Base Salary Range: $155,000-$170,000
• Benefits: Medical, dental, vision, responsible time off (RTO), 401K
• Employment: Full-time

Company Description

This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.