About this role
Senior Associate/Associate, RIA Relationship Management (Midwest) at Allocate. Location: Austin or United States. Role: building partnerships, supporting relationships, researching firms Requirements: 3+ years in financial services/wealth or asset management; strong Salesforce and analytical skills; client-facing experience; familiarity with AI tools; highly organized and self-directed. Category: Business Development Seniority: Mid Level Tools: Salesforce, LinkedIn Certifications: series 65, series 66, cfa, caia Commitment: Full Time Workplace: Remote Languages: English