Jobs at Allocate

Own and build AI-first internal operating systems and workflow automation for sales, marketing, operations, compliance, and revenue. Partner cross-functionally to replace manual processes with robust, reliable, AI-powered systems that scale the business and reduce manual work.

Lead and build Allocate's People function end-to-end: HR operations, talent acquisition, onboarding, performance management, compensation and benefits, compliance, HRIS/PEO transitions, analytics, and partner with leaders to scale organizational design and employee experience.

Lead relationships with RIAs and wealth advisory firms to scale private markets programs using Allocate's platform. Drive platform adoption, revenue, and long-term partnerships across alternatives offerings; collaborate with investment, product, and operations teams; represent Allocate at industry events.

Lead and expand relationships with RIAs, multi-family offices, and private wealth managers to drive adoption of Allocate's private markets platform. Serve as a trusted advisor on private equity, venture capital, co-investments, and portfolio construction; deliver training, thought leadership, and high-touch relationship management. Provide market feedback to internal teams and represent the firm at industry events to grow brand presence.

Support and expand Allocate's RIA and wealth advisor partnerships by sourcing and engaging prospective firms, assisting Senior Relationship Managers, onboarding clients onto the platform, coordinating events, tracking commitments and pipeline, and progressively taking ownership of client relationships. Emphasis on client research, Salesforce-driven pipeline management, data analysis, and exceptional relationship skills in private markets.

Design and implement backend APIs and performant database schemas (Postgres/SQL); build scalable, testable C# services; work in Agile cross-functional squads; incorporate AI-assisted development tools; and drive engineering maturity and efficiency.

Build and ship production frontend features using modern web technologies (Vue.js/TypeScript). Collaborate with product in a cross-functional squad to iterate UX, deliver secure, stable code, and create reusable, testable components. Operate in an AI-first workflow using agentic tools, participate in Git-based development, and apply basic AWS services to solve business problems.