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© All Rights Reserved. ApplyBlast.com
Allocate
The Relationship Associate will help grow Allocate's partnerships with RIAs and wealth advisory firms, working closely with senior relationship managers to identify, engage, and onboard new firms while supporting existing relationships. The role focuses on understanding client investment philosophies, managing pipelines, and coordinating events to deepen firm partnerships.
Headquarters
Palo Alto, California, United States
Manage private markets investments with confidence. Allocate provides wealth advisors and asset managers complete infrastructure for portfolio management, reporting, and streamlined operations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Allocate.
60% above the average for this role
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