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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

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