Allocate

Develop rich user experiences for new products and iterate on designs with the product team. Build reusable, testable code as part of a cross-functional squad to deliver retail and admin portal features.

Identify and engage RIAs, wealth advisory firms, and family offices to grow partnerships and build private markets programs. Support Senior Relationship Managers in onboarding firms, tracking commitments, and coordinating value-add events.

The role involves building and managing relationships with CIOs and investment committees at wealth advisory firms to drive the adoption of the company's private markets platform. You will lead the full relationship lifecycle while partnering with internal teams to deliver exceptional client outcomes and product feedback.

Design and implement new backend API features and schema changes within an Agile environment. Collaborate in a cross-functional squad to build scalable, high-quality, and testable code.