More jobs:
Senior Director, RIA Relationships - Private Markets
Job in
Post Falls, Kootenai County, Idaho, 83854, USA
Listed on 2026-06-27
Listing for:
Allocate
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager -
Management
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
Allocate is seeking a Director/Senior Director for RIA Relationship Management to drive growth with wealth advisory firms, particularly in the Midwest. In this role, you will build trusted relationships and enhance the adoption of Allocate’s platform, focusing on programmatic private markets portfolios.
The ideal candidate will have 7–10+ years of experience in relationship management, particularly with RIAs, and possess an exceptional ability to communicate complex investment strategies. Join Allocate to shape the future of wealth platforms.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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