Private Market Advisor, UHNW and Family Offices

Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure.

Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital, private equity, private credit, and other private asset classes—backed by powerful tracking, analytics, and administration tools.

We are seeking a Private Market Advisor to grow and support ultra-high-net-worth (UHNW) individuals and family offices in building well-diversified, high-performing private market portfolios. This role combines deep private markets expertise with exceptional business development and relationship management skills, requiring technical acumen and the ability to connect with sophisticated investors. The ideal candidate will play a crucial role in servicing existing clients and expanding our client base through strategic relationship development.

• Build and manage a robust client portfolio by both deepening relationships with existing clients and strategically developing new UHNW and family office relationships

• Partner with families and individuals to develop customized private market investment strategies aligned with their unique financial goals and long-term aspirations

• Lead comprehensive portfolio reviews and construct detailed investment proposals that demonstrate a deep understanding of portfolio construction, risk management, and private market dynamics

• Provide sophisticated insights on portfolio construction across venture capital, private equity, and private credit, ensuring diversification and risk-adjusted returns

• Drive client engagement through both proactive outreach and thoughtful response to client inquiries, maintaining high-touch relationships across all channels

• Stay well-versed in the nuances of private market funds and direct investments, ensuring clients have access to the most suitable opportunities

• Empower clients through education, helping them understand the complexities and opportunities within private markets via Allocate's platform

• Keep abreast of market trends and leverage insights to offer proactive, data-driven recommendations tailored to each client's evolving needs

• Cross-functionally collaborate with team members across the organization (Investment, Client Experience, Client Service, and Product teams, to name a few) and execute core go-to-market initiatives

• Deep expertise in private markets, including venture capital, growth equity, buyouts, and private credit, with the ability to analyze and articulate complex investment strategies

• Strong quantitative background with proven experience in portfolio modeling, risk analysis, and asset allocation across private market strategies

• Superior communication skills with the ability to build rapport and credibility across diverse audiences - from sophisticated institutional investors to first-time private market participants

• Track record of successfully managing and growing a book of UHNW clients or institutional relationships

• Demonstrated ability to synthesize complex market information into clear, actionable insights for clients

• Natural relationship builder who can establish trust and navigate complex family dynamics while maintaining the highest level of professionalism

• Client-focused mindset with exceptional interpersonal skills and proven ability to develop deep, lasting relationships

• Self-motivated individual with a track record of driving new business and identifying strategic opportunities

• The resilience to navigate ambiguity, adapt to evolving priorities and thrive in a growth-oriented environment

• High emotional intelligence (EQ) with the ability to connect with clients on a personal level, understanding their unique investment motivations and concerns

• Be part of a fast-growing company transforming how families and individuals access private market opportunities

• Work with cutting-edge technology that simplifies and enhances the private investing experience

• Collaborate with industry leaders and shape the future of private wealth investing

• Enjoy a dynamic, entrepreneurial environment where your contributions make a tangible impact

• Competitive compensation package including equity participation

• Comprehensive benefits including health, dental, vision, and 401(k)

• Professional development opportunities and a continuous learning environment

Our Values & Culture:

• Providing our clients with a world-class experience is our number one priority.
  
  We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications, is a top-tier client experience.

• Challenge convention:
  Instead of detailing why an idea may not work, we…