Allocate
FinTech
Associate,RIARelationshipManagement(EastCoast)
“Associate, RIA Relationship Management (East Coast) at Allocate. Skills: RIA relationships, Wealth advisory, Private markets, Client-centric. Identify RIAs. Engage RIAs”
What You'll Achieve.
Grow Allocate's partnerships; Build scalable programs; Build tailored programs; Turn good partnership into lasting one; Take on own relationships; Grow into full Relationship Manager seat
Industry & Context.
Spot patterns; Make decisions
What They're Looking For.
Must Have
3–5 years of experience, Deep comfort with Salesforce, Analytical ability, Confidence working with data, Demonstrated ability to use AI tools
Nice to Have
Experience in the RIA channel, Experience in alternatives, Experience in a client-facing role, Series 65 or 66, Willingness to obtain Series 65 or 66, CFA designation, CAIA designation, Currently in progress for CFA, Currently in progress for CAIA, Working knowledge of alternative investment structures, Working knowledge of alternative investment products
What You'll Do.
Reach out thoughtfully
Follow up thoughtfully
Bring Senior Relationship Managers into conversations
Work together to understand needs
Research prospective firms
Keep pipeline data accurate
Guide new firms through onboarding
Navigate curated investment opportunities
Coordinate roundtables
Serve as a reliable presence
Serve as a responsive presence
Take ownership of relationships
How You'll Work.
Team & Collaboration
Partner closely with Senior Relationship Managers; Work directly with RIA firms; Work with allocators; Work alongside Relationship Managers; Bring in senior team members
Communication Scope
Hold credible conversations; Hold substantive conversations
Applying for this Associate, RIA Relationship Management (East Coast) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
- The resume parser is strong; verify parsed experience dates and job titles.
- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
ANONYMOUS · UNFILTERED
What do employees actually say about Allocate?
Real rants from real employees. Read before you apply.