About this role
Senior Associate/Associate, RIA Relationship Management (West Coast) at Allocate. Location: Palo Alto, California, United States. Role: building partnerships, supporting relationships, researching firms Requirements: 3+ years in financial services, wealth management, or asset management; strong Salesforce proficiency; analytical skills; client relationship experience; demonstrated use of AI tools; comfort with outreach and events. Category: Business Development Seniority: Mid Level Tools: Salesforce, LinkedIn Certifications: series 65, series 66, cfa, caia Commitment: Full Time Workplace: Hybrid Languages: English