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Wealth Management

Managing Director, Wealth Advisory Relationships

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: Allocate Holdings Inc.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 - 250000 USD Yearly USD 200000.00 250000.00 YEAR
Job Description & How to Apply Below
A fintech firm revolutionizing private market access is seeking a Managing Director/Director of Relationship Management in Menlo Park, CA. The role involves managing relationships with wealth advisory firms and educating them on private market strategies. Ideal candidates will have over 8 years of experience in related roles and a strong understanding of private markets. The competitive compensation includes base salary, performance incentives, and equity options.
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