Director of Wealth Advisory Relationships — Private Markets
allocateNew York, NY
Director of Wealth Advisory Relationships — Private Markets
allocateNew York, NYManager L7
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Allocate, a fintech innovator in private markets, seeks a Managing Director/Director of Relationship Management to deepen engagements with wealth advisory firms in the U.S. You will expand RIAs, multi-family offices, and private wealth networks, serving as a trusted advisor on private market strategies and Allocate's tech platform. Ideal candidates bring 10+ years in private markets relationship roles, a robust advisor network, and a passion for technology-driven wealth management solutions.
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Level
Manager L7
Location
New York, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
yesterday