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Wealth Management Portfolio Manager

Head of Private Investments & Platform Strategy

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: Allocate Holdings Inc.
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
  • Management
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 200000 - 225000 USD Yearly USD 200000.00 225000.00 YEAR
Job Description & How to Apply Below
A leading fintech firm in Palo Alto seeks a Managing Director for Private Investments to drive investment leadership and research across various asset classes. Ideal for candidates with over 10 years in private markets investing and strong relationship-building skills. The role includes overseeing investment processes, collaboration across teams, and developing investment strategies. Competitive compensation structure includes a base salary of $200K-$225K plus bonus and equity.
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