[Job Radar](https://jobradar.live/) / [Jobs](https://jobradar.live/ilanlar) / Senior Director/ Director, RIA Relationship Management (West Coast) Active Hybrid Palo Alto Office (Hybrid), California, United States Posted · 15.04.2026 Ashby (US) # Senior Director/ Director, RIA Relationship Management (West Coast) Allocate THE ROLE We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate’s growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast] RIAs. This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate’s platform. You will operate at the intersection of investment expertise, consultative sales, and strategic relationship building, helping build the future of private markets. WHAT YOU’LL DO • Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs • Drive adoption of Allocate’s platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth • Lead the full relationship lifecycle from initial introduction to long-term partnership • Partner closely with the investment, product, and operations teams to deliver exceptional client outcomes, creating a consistent feedback loop between clients and product innovation • Be a leader out in the field for Allocate, representing Allocate at industry events and key client gatherings WHAT WE’RE LOOKING FOR QUALIFICATIONS • 7–10+ years of experience in relationship management, focused on RIAs and wealth advisory firms • Exceptional relationship-building ability with senior decision makers • Ability to explain complex investment strategies clearly • Background specifically in alternatives, technology sales, or a combination of both (Preference for strong technology background and interest) • Experience, knowledge and interest in sophisticated alternatives offerings, from venture growth, and private equity to co-investments and secondaries opportunities • Track record of sourcing and closing complex deals • Strategic account development mindset • High degree of self-direction and ownership • Comfort operating in a fast-moving, entrepreneurial environment WHY JOIN ALLOCATE • Work directly with some of the most sophisticated platforms in wealth management • Help build the infrastructure powering private markets in the RIA channel • Join a team of builders focused on client experience, operational rigor, and problem solving • Shape how the next generation of wealth platforms invest in private markets This job was verified from Ashby (US). Applications are completed on the original source. [Apply on the original listing ↗](https://jobradar.live/ilan/04757a52-45f8-4cf7-9702-ef81579043be/git) ## Stop searching one by one for roles like this. Upload your resume or enter your target roles to see your first 3 matches for free. [Find jobs for me →](https://jobradar.live/uye/kayit) Your resume is never shared with employers; it is processed only for matching. Something wrong with this job? ## Similar jobs [Allocate Jobs](https://jobradar.live/company/allocate) · [Jobs in California](https://jobradar.live/jobs/california) · [Jobs by location](https://jobradar.live/jobs) · [Jobs by company](https://jobradar.live/company) - [Local Truck Driver](https://jobradar.live/ilan/1126f15c-b152-434c-87f7-de15681db887) J.B. Hunt Transport Services, Inc. · Hesperia, CA - [Regional Truck Driver](https://jobradar.live/ilan/e334b2cc-6c89-4932-b9f8-0aef539ffa89) J.B. Hunt Transport Services, Inc. · Anaheim, CA - [Registered Nurse Full Time Nights](https://jobradar.live/ilan/2dd8c9d7-aa79-468b-a372-efa372f08682) Kindred · Gardena, CA - [Java Backend Engineer](https://jobradar.live/ilan/9688c0d3-f269-4cda-8a53-9cf54736fb7c) UST · Sunnyvale, CA - [Video Software Engineer](https://jobradar.live/ilan/0739966f-0e0c-4675-93c5-2893f27d2a24) Dolby Laboratories · Sunnyvale, CA - [Staff Software Engineer, Konnect Core Platform](https://jobradar.live/ilan/b71e9722-6e07-4072-aa07-ac9d5e0cfa23) Kong · San Francisco, CA - [Software Engineer Graduate (Foundation Platform) - 2027 Start](https://jobradar.live/ilan/0f9e106a-6e34-4e1b-b1a2-346117ecb855) TikTok · San Jose, CA - [Backend Software Engineer Graduate (TikTok - Privacy and Security - Product) - 2027 Start](https://jobradar.live/ilan/b27886b3-0b30-4ca8-aaa7-6de35ffd3da4) TikTok · San Jose, CA