Investment Management Associate

We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping them build scalable but tailored private markets programs spanning venture, growth equity, private equity, and private credit.

At the core of this is a genuine effort to understand each firm you work with: their investment philosophy, what they are building for their clients, and the principles that shape how they operate. That depth of understanding is what turns a good partnership into a lasting one.

This is a role for someone who is deeply client‑centric, curious about private markets, and serious about building a career in the space. Building new partnerships

Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities

Reach out and follow up thoughtfully across email, calls, LinkedIn, and conferences to start the right conversations

Research prospective firms ahead of meetings: their investment philosophy, AUM, alternatives allocation, and the people who make decisions

Keep pipeline data accurate so the team always has a clear picture of where things stand

Work alongside Relationship Managers on active firm partnerships: preparing materials, tracking commitments, and making sure nothing gets missed

Guide new firms through onboarding onto Allocate's platform and help them navigate curated investment opportunities

3-5 years of experience in financial services, wealth management, or asset management. Experience in the RIA channel, alternatives, or a client‑facing role is a strong plus

Deep comfort with Salesforce as a primary working tool: you can build and maintain a complete, accurate view of a relationship across multiple signals, create reports and dashboards, and use the data to prioritise and make decisions — not just log activity

Strong analytical ability and confidence working with data: you can spot patterns, synthesize information from different sources, and present a clear picture to the team

Demonstrated ability to use AI tools in day‑to‑day work: whether for research, drafting, analysis, or workflow — you already use them and can show it

Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals

Ambition to build a long‑term career in private markets, with this role as the starting point

Working knowledge of alternative investment structures and products

Work directly with some of the most sophisticated platforms in wealth management

Help build the infrastructure powering private markets in the RIA channel

Shape how the next generation of wealth platforms invests in private markets

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