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Senior Director/ Director, RIA Relationship Management (Texas)

Allocate

Remote · USJob$150–200K/yrPosted 1 day agoStill listed today

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At a glance

Compensation
$150–200K/yr
Location
Remote · US
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

Allocate is hiring a Director or Senior Director to grow its relationships with Texas RIAs and wealth advisory firms. The role partners with CIOs, investment teams, and operating partners to help build programmatic private markets portfolios using Allocate’s platform. It combines investment expertise, consultative sales, and strategic relationship building, with a focus on platform adoption, revenue growth, and long-term client partnerships.

Skills & qualifications

RequiredNice to have

Skills

RIA, nice to havePrivate Equity, nice to haveInvestment Strategies, nice to haveRelationship Management, nice to haveRelationship Building, requiredInvestment Strategy Communication, requiredAlternatives, requiredTechnology Sales, requiredDeal Sourcing, requiredDeal Closing, requiredStrategic Account Development, requiredSelf-Direction, requiredOwnership, requiredEntrepreneurial Adaptability, required

Qualifications

7+ Years RIA Relationship Management, required

Full job description

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 Texas 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

How this job compares

Set against the 923 open Relationship Management jobs on Olive Jobs, counted November 11, 2026.

Pay
  • This posting$150–200K/yr
  • California median$117–190K/yr84 salary ranges
  • US median$105–174K/yr540 salary ranges

This range's midpoint, $175K, is 13% above the California median midpoint ($155K) — in the middle half of Relationship Management salary ranges in California.

Openings
Olive Jobs lists 105 open Relationship Management jobs in California and 923 across the US. 5% of them nationwide are listed as remote or flexible.
Hiring the most in California
Experience
This posting asks for at least 10 years of experience — more than three in four Relationship Management postings that state a minimum ask for (median 5 years, across 689 postings).
Education
209 of the 923 open Relationship Management jobs (23%) ask for a bachelor's degree or higher.

Pay, requirements and demand for Sales jobs

Counted across the open, public US postings on Olive Jobs on November 11, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

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