Associate,RIARelationshipManagement(Midwest)

THE ROLE We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms. Based in the Midwest, you will cover firms across the country. The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping them build scalable but tailored private markets programs spanning venture, growth equity, private equity, and private credit. At the core of this is a genuine effort to understand each firm you work with: their investment philosophy, what they are building for their clients, and the principles that shape how they operate. That depth of understanding is what turns a good partnership into a lasting one. This is a role for someone who is deeply client-centric, curious about private markets, and serious about building a career in the space. Over time, you will take on your own relationships and grow into a full Relationship Manager seat. WHAT YOU’LL DO Building new partnerships - Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities - Reach out and follow up thoughtfully across email, calls, LinkedIn, and conferences to start the right conversations - Bring Senior Relationship Managers into new firm conversations at the right moment, and work together to understand how Allocate can best serve them - Research prospective firms ahead of meetings: their investment philosophy, AUM, alternatives allocation, and the people who make decisions - Keep pipeline data accurate so the team always has a clear picture of where things stand Supporting and deepening firm relationships - Work alongside Relationship Managers on active firm partnerships: preparing materials, tracking commitments, and making sure nothing gets missed - Guide new firms through onboarding onto Allocate's platform and help them navigate curated inve