We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. This individual will be responsible for managing and growing relationships with RIAs, multi-family offices, and private wealth managers, ensuring they leverage Allocate's platform to enhance their private market allocations. The ideal candidate has a deep understanding of private markets, a proven ability to build trusted partnerships with sophisticated wealth advisors, and a strong passion for building a next-generation private markets technology company.
Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, with a primary focus on establishing and growing relationships with new wealth advisory firms.
Serve as a trusted advisor, educating firms on private market strategies and the benefits of Allocate's platform and suite of investment and technology solutions.
Partner with advisory teams to structure private market portfolios that align with their clients' investment objectives.
Drive engagement and platform adoption by delivering high-touch relationship management, training, and thought leadership.
Act as a subject matter expert on venture capital, private equity, co-investments, and other alternative investments, guiding advisors on manager selection, fund structures, and portfolio construction.
Provide market intelligence, feedback, and insights to internal teams to enhance our offerings and client experience.
Represent Allocate at industry conferences, roundtables, and client events to strengthen brand presence and thought leadership.
8+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management
Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms.
Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies.
Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred.
Experience working with investment platforms, fund structures, and a range of alternative investment vehicles.
Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms.
Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences.
Strategic and consultative approach to client engagement, with a focus on long-term partnerships.
Ability to work independently; travel as needed within the region.
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Be part of a high-growth fintech firm revolutionizing access to private markets.
Work alongside a talented team of investment professionals, technologists, and industry leaders.
Opportunity to shape the future of private market investing for wealth advisory firms and their clients.
Competitive compensation package, including base salary, performance incentives, and equity participation
Location: New York City or Menlo Park, CA (must be able to work from our New York City or Menlo Park office 3-4 days a week or as needed)
Salary Range: $150,000 - $220,000. The actual salary will be determined based on the candidate's experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may include discretionary performance-based bonuses based on individual, team, and company performance factors, and equity.
Benefits: Medical, dental, vision, responsible time off (RTO), and 401K
Employment: Full-time
The role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without visa sponsorship.
","descriptionPlain":"We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. This individual will be responsible for managing and growing relationships with RIAs, multi-family offices, and private wealth managers, ensuring they leverage Allocate's platform to enhance their private market allocations. The ideal candidate has a deep understanding of private markets, a proven ability to build trusted partnerships with sophisticated wealth advisors, and a strong passion for building a next-generation private markets technology company.\n\n \n\n\nRESPONSIBILITIES\n\n - Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, with a primary focus on establishing and growing relationships with new wealth advisory firms.\n\n - Serve as a trusted advisor, educating firms on private market strategies and the benefits of Allocate's platform and suite of investment and technology solutions.\n\n - Partner with advisory teams to structure private market portfolios that align with their clients' investment objectives.\n\n - Drive engagement and platform adoption by delivering high-touch relationship management, training, and thought leadership.\n\n - Act as a subject matter expert on venture capital, private equity, co-investments, and other alternative investments, guiding advisors on manager selection, fund structures, and portfolio construction.\n\n - Provide market intelligence, feedback, and insights to internal teams to enhance our offerings and client experience.\n\n - Represent Allocate at industry conferences, roundtables, and client events to strengthen brand presence and thought leadership.\n\n\nQUALIFICATIONS & EXPERIENCE\n\n - 8+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management\n\n - Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms.\n\n - Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies.\n\n - Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred.\n\n - Experience working with investment platforms, fund structures, and a range of alternative investment vehicles.\n\n - Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms.\n\n - Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences.\n\n - Strategic and consultative approach to client engagement, with a focus on long-term partnerships.\n\n - Ability to work independently; travel as needed within the region.\n\n\nESSENTIAL VALUES & CULTURE\n\n - Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.\n\n - Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\n - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\n - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\n - Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\n\nWHY JOIN ALLOCATE?\n\n - Be part of a high-growth fintech firm revolutionizing access to private markets.\n\n - Work alongside a talented team of investment professionals, technologists, and industry leaders.\n\n - Opportunity to shape the future of private market investing for wealth advisory firms and their clients.\n\n - Competitive compensation package, including base salary, performance incentives, and equity participation\n\n\nADDITIONAL DETAILS\n\n - Location: New York City or Menlo Park, CA (must be able to work from our New York City or Menlo Park office 3-4 days a week or as needed)\n\n - Salary Range: $150,000 - $220,000. The actual salary will be determined based on the candidate's experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may include discretionary performance-based bonuses based on individual, team, and company performance factors, and equity.\n\n - Benefits: Medical, dental, vision, responsible time off (RTO), and 401K\n\n - Employment: Full-time\n\n - The role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.\n\nIn compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without visa sponsorship."},{"id":"374643d3-6635-432a-b34a-4b7d78878c08","title":"Senior Director/ Director, RIA Relationship Management (West Coast)","department":"Relationship Management","team":"Relationship Management","employmentType":"FullTime","location":"Palo Alto Office (Hybrid)","secondaryLocations":[{"location":"Palo Alto (On-Site)","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}}}],"publishedAt":"2026-04-15T14:46:31.105+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}},"jobUrl":"https://jobs.ashbyhq.com/allocate/374643d3-6635-432a-b34a-4b7d78878c08","applyUrl":"https://jobs.ashbyhq.com/allocate/374643d3-6635-432a-b34a-4b7d78878c08/application","descriptionHtml":"We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate’s growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast] 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.
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
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
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
About Allocate
Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure.
Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital, private equity, private credit, and other private asset classes—backed by powerful tracking, analytics, and administration tools.
About the Role
Allocate is looking to add a new Senior Software Engineer II - Backend to the team! There’s a lot for us to build, and we need a developer with a broad skillset who can jump right in to help us lay the technical foundation for the company’s future.
Essential Responsibilities and Duties
Design & implement new features and endpoints in backend APIs
Design & implement schema changes to support these new features
Participate in an Agile-based development environment
Work as part of an independent, cross-functional squad to deliver critical features for our platform
Build high-quality, scalable, and testable code that will help drive engineering maturity and efficiency
Must Have Experience
5+ years of object-oriented software engineering experience (C#, Java, etc)
5+ years of experience with SQL-based databases (Postgres ideally)
Must understand how to design a schema that will result in a performant application (for example: when to add an index, and to which fields)
3+ years C# experience
2+ years experience developing REST APIs
Proficiency with Git and version control systems in general
Hands-on experience with AI-assisted development tools such as Claude Code, OpenAI’s Codex, or Cursor, and a demonstrated ability to continuously evaluate and incorporate new tools into your workflow as they emerge
Nice to Haves
ASP.NET Web API development experience
Familiarity with basic ORM concepts (such as Dapper, Entity Framework, etc)
Familiarity with FluentMigrator
Docker and Docker Compose experience
AWS ECS/EKS experience
Education
Bachelor’s degree in Computer Science, similar technical field of study, or equivalent practical experience
Essential Values & Culture
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted development tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress, we value adaptability and curiosity.
Additional Details:
Location: Fully Remote Position (All I-9 eligible candidates will be considered)
Employment: Full-time
Seniority: Mid-level professional
Salary: Total compensation may also include a discretionary performance-based bonus. The expected base salary range for this role is $145,000 to $175,000
Benefits: Medical, dental, and vision. 401(k), and responsible vacation time (PTO)
Travel required for team/department offsites
An in-person interview may be required during the interview process
A Broadband internet connection required
Compliance with Allocate's Code of Ethics is a given for this role.
About the Role
As a Fund Operations Associate, you will sit at the center of Allocate's fund operational and treasury infrastructure, supporting the end-to-end lifecycle of 150+ funds across the platform. This role owns the operational details that keep the Allocate funds running: capital calls, distributions, wires, lines of credit, investor data integrity, and coordination both across the Allocate team and with fund administrators, banks, and other counterparties. You are accountable for accuracy, timeliness, and the operational health of the funds on the platform.
This is a hands-on execution role — and one where extreme client service is non-negotiable. You will manage high-volume, detail-intensive work across multiple funds simultaneously and are expected to operate with precision and urgency. When something breaks or an investor has a question, you don't wait for someone else to solve it — you dig in, find the answer, and own the outcome. You will work closely with Client Services, Relationship Management, Legal, Fund Admin, and Product to resolve operational issues and help build the processes that let us scale.
Key Responsibilities
Fund Lifecycle Operations
Process high volumes of wires, capital calls, and distributions across the fund portfolio, ensuring data accuracy and timeliness from instruction through settlement.
Coordinate with fund administrators and custodians to reconcile positions, confirm transactions, and resolve discrepancies — following through until every break is closed.
Perform bank account reconciliations and track fund cash flows across active funds.
Manage the line of credit lifecycle across funds — including opening new facilities, maintaining documentation, requesting advances ahead of capital call deadlines, processing repayments, and reconciling outstanding balances.
Track, calculate, and reconcile fund fees and expenses — including management fees, fund expenses, and any carried interest accruals — ensuring accuracy across fund records and investor reporting.
Client Service & Problem Solving
Serve as a trusted operational partner to wealth advisors and investors — responding with urgency, communicating proactively, and following through on every request.
Partner with Client Services to resolve investor-level inquiries tied to fund operations, taking ownership of issues end-to-end rather than passing them along.
Identify operational friction points before they become client-facing problems, and build the fixes rather than waiting to be asked.
Process & Communication
Document and maintain operational procedures for core fund workflows, building repeatable systems as volume and complexity grow.
Work with fund administrators, banking partners, and other service providers to ensure smooth execution across the fund lifecycle.
Qualifications
3 - 5 years of experience in fund operations, fund administration, or a related role within alternative asset management, private equity, hedge funds, or a fund administrator.
Working knowledge of private fund structures, capital call mechanics, distribution waterfalls, and investor reporting workflows.
Highly organized with the ability to manage multiple deadlines across a portfolio of funds without dropping details.
Relentless problem solver who treats obstacles as puzzles, not blockers. You don't escalate without first exhausting your own options, and you follow every issue through to resolution.
Track record of extreme client service. You treat every advisor, investor, and internal stakeholder interaction as an opportunity to build trust, and your follow-through is a point of pride.
Strong reconciliation skills. You're comfortable working with large data sets, identifying breaks, and resolving them with precision.
Strong written and verbal communication skills. You coordinate clearly with internal teams, fund administrators, custodians, and investors under time pressure.
Systematic thinker who naturally documents processes, builds repeatable workflows, and looks for ways to create structure as volume and complexity increase.
Growth-oriented and energized by a scaling environment. You want to grow with the firm and take on more ownership as the fund count and team expand.
Active and curious AI practitioner. You are already thinking about how AI can eliminate repetitive work, surface insights faster, improve work flows, and want to implement this at work.
Why Join Us
Own a critical vertical: Lead the operational organization that powers fund delivery, with full accountability for execution outcomes across 150+ funds on the platform.
Shape the future of private markets infrastructure: Allocate is building the operating system that connects the wealth channel to institutional private markets. The operational foundation you build enables our AI-powered portfolio intelligence and the client experience we deliver every day.
Client-facing impact: This isn't a back-office role. You'll engage directly with wealth advisors and allocators who rely on our platform to manage and grow their private market portfolios — and you'll be expected to deliver an experience that's not just accurate, but exceptional.
High ownership and visibility: Direct partnership with senior leadership, a clear mandate, and the opportunity to build a best-in-class delivery function from the ground up.
Path to broader operational leadership: As Allocate scales and additional verticals mature, this role is a natural foundation for expanded operational scope under a future COO-led structure.
Collaborative, high-velocity culture: Join a team that moves fast, holds itself accountable, and thrives on solving hard problems — for clients and for the firm.
Additional Details
Location: New York, NY. In-office required.
Employment: Full-time.
Salary Range: $110,000 – $125,000 base salary, plus performance-based bonus, stock options, and comprehensive benefits.
Actual salary will be determined based on the candidate's experience, location, skills, training, certifications, and education, other relevant qualifications specific to the role, and internal equity and market data. Total compensation may include equity and discretionary performance-based bonuses based on individual, team, and company performance factors.
Benefits: Medical, dental, vision, responsible time off (RTO), 401k.
Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for discovering, accessing, and managing private market investments. Today that means 350+ wealth advisory firms, 1,500+ GP relationships, and over $5 billion in platform assets, and we are scaling fast.
You will own the intelligence layer of Allocate: the AI systems that turn raw private markets documents and data into insight clients trust and act on.
The raw material is some of the messiest data in finance: capital account statements, fund documents, cash flow notices, unstructured PDFs in a thousand formats. Underneath your product sits a data and extraction pipeline, built in close partnership with our Data Operations team, that turns those inputs into a structured, reliable data layer. You own that pipeline as a product, and your mandate is to make it AI-native end to end: extraction, structuring, validation, and quality handled by intelligence, not brute-force human effort.
But the pipeline is the substrate, not the product. The product is what the intelligence does with it: surfacing patterns in investment performance and outcomes that no advisor would find by reading raw numbers, powering our Insights and Diligence products, and answering the question every end investor actually has, which is \"how is my portfolio really doing, and what should I pay attention to?\" You will decide where models create real leverage, design the systems that keep their output accurate enough to put in front of paying clients, and ship intelligence that is measurably right, not just impressive in a demo.
That last part is the hard part, and it is why this role exists. Anyone can wire an LLM to a database. Making AI-generated analysis reliable enough that an RIA will present it to their client requires evals, monitoring, quality gates, and product judgment about when the system is good enough to ship and when it is not. We hold AI features to hard eval gates before they reach clients. You will own those gates.
This is deliberately a wide seat: the pipeline, the client-facing data experience, and the intelligence on top. We keep them together because splitting them produces exactly the disconnected, half-trusted data products this industry is full of. If that scope reads as too much, this is not your role. If it reads as the whole point, keep going.
In private markets, data is the product. When an advisor opens a client’s portfolio, the completeness of the look-through data, the accuracy of the cash flows, and the quality of the analytics are the product experience. When the end investor asks how their portfolio is really doing, the answer is only as good as the intelligence built on top of the data.
This role decides whether that answer is trustworthy and illuminating or incomplete and flat. Your impact shows up in how much manual extraction work intelligence eliminates, how confidently an RIA puts our numbers and our AI-generated analysis in front of their clients, and how often the system surfaces something about performance or outcomes the user would never have found on their own.
The AI intelligence layer. The models, agents, and systems that generate insights about investment performance and outcomes across Insights, Diligence, and other data-driven products. You decide what gets built, where AI creates leverage versus noise, and what ships.
Evals and quality gates. AI output that reaches clients passes hard, automated evaluation first. You define what \"correct\" means for each feature, build the eval and monitoring systems that enforce it, and hold the line when something is not ready. Stale, wrong, or hallucinated output in front of a client is a product failure you own.
The AI-native data pipeline. In close partnership with Data Operations, the extraction and structuring services that turn raw documents into reliable inputs, with intelligence progressively replacing manual work. Their firsthand knowledge of what breaks is your best product input.
The client-facing data experience. How advisors, operations teams, investment teams, and end investors access and understand portfolio data: look-through investments, cash flows, performance, and cash flow modeling. Sophisticated data made clear and intuitive, down to the column order, the tooltip, and every word of copy.
Data quality as a product. Completeness, accuracy, and reliability are measured, improved, and held to a standard. These numbers go in front of clients; there is no tolerance for incorrect data, period.
This seat comes with a scoreboard, and you will want one.
Within 90 days, you own the quality metrics we stand behind with clients: eval pass rates on AI-generated output, data completeness and accuracy, and monitoring that catches problems before clients do.
Within six months, you have shipped a measurable step-change in either extraction leverage (intelligence replacing manual work per document) or client-facing insight (AI-generated analysis clients act on), with the eval evidence to prove it works.
Ongoing, you present outcomes directly to the CEO. Not status updates. Outcomes: what shipped, what moved, what you’re killing and why.
You have shipped real AI products, not just used AI tools. You have taken LLM-powered or model-driven features from prototype to production, lived the gap between a great demo and a reliable product, and built or owned the evals that closed it. You have opinions about hallucination rates, grounding, and when an agentic approach beats a deterministic one, because you have paid for the wrong answer before.
You’ve lived this industry. 7+ years in product in fintech, ideally across investment data products in wealth management, asset management, or private markets. You know what RIAs, fund managers, and their investors expect: the data, the conventions, the standards.
You operate with extreme ownership. If the data is wrong, you fix it at the source. If the model output is wrong, you find out before the client does. Nobody has to ask, and nothing is someone else’s job.
You are obsessive about correctness. A single wrong cash flow, misstated return, or confidently wrong AI insight breaks trust with an advisor. You build the systems and standards that prevent it, and you will not rest until the experience is right, down to the last tooltip and word of copy.
You live on client calls and treat Data Operations and client-facing teams like partners, not a ticket queue. You find the real problem and build the thing that actually solves it, rigorous enough for an investment team and intuitive enough for an end investor. You prototype with modern AI tools daily and raise that standard for everyone around you.
Your AI experience is adding a chat window to an existing product. This role is about making intelligence provably correct, which is much harder.
You want requirements handed to you fully specified. Here, you create structure where none exists.
You need consensus before acting. You will make calls with incomplete information and own the outcome.
You are optimizing for a slower pace right now. This is one of the highest-intensity seats in the company, and one that will help define the future of Allocate.
Reports to: Head of Product, working directly with the CEO on data and intelligence strategy.
Location: Palo Alto, CA.
Compensation: Base salary of $190K to $230K plus discretionary bonus, and equity.
Benefits: Medical, dental, vision, responsible time off (RTO), 401(k). Allocate is an equal opportunity employer. We value diversity of thought, background, and experience.
Most AI product roles are a feature bolted onto someone else’s product. This one is the product. You will own the layer that decides whether clients trust and understand their portfolios, from the extraction intelligence that makes the data reliable to the analysis that makes it meaningful, and you will be measured on whether it is probably right. If you want to build AI that real people stake real decisions on, this is the seat.
","descriptionPlain":"ABOUT ALLOCATE\n\nAllocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for discovering, accessing, and managing private market investments. Today that means 350+ wealth advisory firms, 1,500+ GP relationships, and over $5 billion in platform assets, and we are scaling fast.\n\n\nABOUT THE ROLE\n\nYou will own the intelligence layer of Allocate: the AI systems that turn raw private markets documents and data into insight clients trust and act on.\n\nThe raw material is some of the messiest data in finance: capital account statements, fund documents, cash flow notices, unstructured PDFs in a thousand formats. Underneath your product sits a data and extraction pipeline, built in close partnership with our Data Operations team, that turns those inputs into a structured, reliable data layer. You own that pipeline as a product, and your mandate is to make it AI-native end to end: extraction, structuring, validation, and quality handled by intelligence, not brute-force human effort.\n\nBut the pipeline is the substrate, not the product. The product is what the intelligence does with it: surfacing patterns in investment performance and outcomes that no advisor would find by reading raw numbers, powering our Insights and Diligence products, and answering the question every end investor actually has, which is \"how is my portfolio really doing, and what should I pay attention to?\" You will decide where models create real leverage, design the systems that keep their output accurate enough to put in front of paying clients, and ship intelligence that is measurably right, not just impressive in a demo.\n\nThat last part is the hard part, and it is why this role exists. Anyone can wire an LLM to a database. Making AI-generated analysis reliable enough that an RIA will present it to their client requires evals, monitoring, quality gates, and product judgment about when the system is good enough to ship and when it is not. We hold AI features to hard eval gates before they reach clients. You will own those gates.\n\nThis is deliberately a wide seat: the pipeline, the client-facing data experience, and the intelligence on top. We keep them together because splitting them produces exactly the disconnected, half-trusted data products this industry is full of. If that scope reads as too much, this is not your role. If it reads as the whole point, keep going.\n\n\nWHY THIS ROLE MATTERS\n\nIn private markets, data is the product. When an advisor opens a client’s portfolio, the completeness of the look-through data, the accuracy of the cash flows, and the quality of the analytics are the product experience. When the end investor asks how their portfolio is really doing, the answer is only as good as the intelligence built on top of the data.\n\nThis role decides whether that answer is trustworthy and illuminating or incomplete and flat. Your impact shows up in how much manual extraction work intelligence eliminates, how confidently an RIA puts our numbers and our AI-generated analysis in front of their clients, and how often the system surfaces something about performance or outcomes the user would never have found on their own.\n\n\nWHAT YOU’LL OWN\n\n - The AI intelligence layer. The models, agents, and systems that generate insights about investment performance and outcomes across Insights, Diligence, and other data-driven products. You decide what gets built, where AI creates leverage versus noise, and what ships.\n\n - Evals and quality gates. AI output that reaches clients passes hard, automated evaluation first. You define what \"correct\" means for each feature, build the eval and monitoring systems that enforce it, and hold the line when something is not ready. Stale, wrong, or hallucinated output in front of a client is a product failure you own.\n\n - The AI-native data pipeline. In close partnership with Data Operations, the extraction and structuring services that turn raw documents into reliable inputs, with intelligence progressively replacing manual work. Their firsthand knowledge of what breaks is your best product input.\n\n - The client-facing data experience. How advisors, operations teams, investment teams, and end investors access and understand portfolio data: look-through investments, cash flows, performance, and cash flow modeling. Sophisticated data made clear and intuitive, down to the column order, the tooltip, and every word of copy.\n\n - Data quality as a product. Completeness, accuracy, and reliability are measured, improved, and held to a standard. These numbers go in front of clients; there is no tolerance for incorrect data, period.\n\n\nHOW YOU’LL BE MEASURED\n\nThis seat comes with a scoreboard, and you will want one.\n\n - Within 90 days, you own the quality metrics we stand behind with clients: eval pass rates on AI-generated output, data completeness and accuracy, and monitoring that catches problems before clients do.\n\n - Within six months, you have shipped a measurable step-change in either extraction leverage (intelligence replacing manual work per document) or client-facing insight (AI-generated analysis clients act on), with the eval evidence to prove it works.\n\n - Ongoing, you present outcomes directly to the CEO. Not status updates. Outcomes: what shipped, what moved, what you’re killing and why.\n\n\nWHO YOU ARE\n\n - You have shipped real AI products, not just used AI tools. You have taken LLM-powered or model-driven features from prototype to production, lived the gap between a great demo and a reliable product, and built or owned the evals that closed it. You have opinions about hallucination rates, grounding, and when an agentic approach beats a deterministic one, because you have paid for the wrong answer before.\n\n - You’ve lived this industry. 7+ years in product in fintech, ideally across investment data products in wealth management, asset management, or private markets. You know what RIAs, fund managers, and their investors expect: the data, the conventions, the standards.\n\n - You operate with extreme ownership. If the data is wrong, you fix it at the source. If the model output is wrong, you find out before the client does. Nobody has to ask, and nothing is someone else’s job.\n\n - You are obsessive about correctness. A single wrong cash flow, misstated return, or confidently wrong AI insight breaks trust with an advisor. You build the systems and standards that prevent it, and you will not rest until the experience is right, down to the last tooltip and word of copy.\n\n - You live on client calls and treat Data Operations and client-facing teams like partners, not a ticket queue. You find the real problem and build the thing that actually solves it, rigorous enough for an investment team and intuitive enough for an end investor. You prototype with modern AI tools daily and raise that standard for everyone around you.\n\n\nTHIS ROLE IS NOT FOR YOU IF\n\n - Your AI experience is adding a chat window to an existing product. This role is about making intelligence provably correct, which is much harder.\n\n - You want requirements handed to you fully specified. Here, you create structure where none exists.\n\n - You need consensus before acting. You will make calls with incomplete information and own the outcome.\n\n - You are optimizing for a slower pace right now. This is one of the highest-intensity seats in the company, and one that will help define the future of Allocate.\n\n\nDETAILS\n\nReports to: Head of Product, working directly with the CEO on data and intelligence strategy.\n\nLocation: Palo Alto, CA.\n\nCompensation: Base salary of $190K to $230K plus discretionary bonus, and equity.\n\nBenefits: Medical, dental, vision, responsible time off (RTO), 401(k). Allocate is an equal opportunity employer. We value diversity of thought, background, and experience.\n\n\nWHY THIS IS WORTH YOUR TIME\n\nMost AI product roles are a feature bolted onto someone else’s product. This one is the product. You will own the layer that decides whether clients trust and understand their portfolios, from the extraction intelligence that makes the data reliable to the analysis that makes it meaningful, and you will be measured on whether it is probably right. If you want to build AI that real people stake real decisions on, this is the seat."},{"id":"a1cdc39f-2fde-4a83-a8a4-fe01add21410","title":"Sr. Data Engineer II","department":"Software Engineering","team":"Software Engineering","employmentType":"FullTime","location":"Palo Alto Office (Hybrid)","secondaryLocations":[],"publishedAt":"2026-07-08T21:20:23.606+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}},"jobUrl":"https://jobs.ashbyhq.com/allocate/a1cdc39f-2fde-4a83-a8a4-fe01add21410","applyUrl":"https://jobs.ashbyhq.com/allocate/a1cdc39f-2fde-4a83-a8a4-fe01add21410/application","descriptionHtml":"About Allocate
Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure.
Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital, private equity, private credit, and other private asset classes—backed by powerful tracking, analytics, and administration tools.
Job Description
Allocate is looking for a Senior Data Engineer to help build out the data infrastructure that powers our analytics, reporting, and data-driven product features. As a fintech startup on a mission to make investing in top-tier private markets more accessible, we have a wealth of financial and investment data to harness. Our data lead has established the foundational architecture and strategy, and we are now looking for a strong senior engineer to help extend, scale, and harden it. In this role you will partner closely with our data lead to model core financial entities, integrate internal and external sources, and build the pipelines and infrastructure that let our engineering and product teams make informed decisions and ship compelling features. This is a hybrid position based out of our Palo Alto, CA office, where you will work alongside our backend team (C#/.NET) and frontend team (Node/Vue.js) to integrate data pipelines into our platform. If you are a hands-on engineer who wants to do high-impact data work in a collaborative startup environment, we want to hear from you.
Responsibilities
Build and Extend Data Architecture: Build on and extend Allocate's data lakehouse on AWS, combining data lake storage and warehouse technologies to store diverse financial datasets. Contribute to our knowledge graph that models key relationships (investors, funds, companies, etc.) and to the vector database integration that stores embeddings for semantic search and retrieval across our AI agents, models, and providers.
Develop Data Pipelines: Create robust ETL/ELT pipelines to ingest, clean, and transform data from various sources (internal application data and third-party APIs). Ensure both batch processing and real-time data streaming are handled to support up-to-date analytics and recommendations. Build pipelines with an eye on scalability (able to handle increasing data volume and complexity) and reliability (proper error handling and monitoring).
Enable AI/ML Capabilities: Work closely with our data science and engineering team to provision the data and infrastructure needed for machine learning models and AI features. This includes preparing training datasets, setting up feature stores, and orchestrating workflows that feed LLM-based agents with the context they need (e.g. retrieving relevant data via vector similarity search). You will also help implement systems to serve AI model outputs (such as recommendations) back into the product in real time.
Engineering Excellence and Collaboration: Partner with our data lead and the broader engineering team to deliver data and AI infrastructure. Raise the bar through thoughtful code review, testing, and adherence to best practices, and help engineers who consume data in their services do so effectively. Work in cross-functional squads to incorporate data-driven features into the product roadmap, and share your expertise with peers as the team grows.
Infrastructure and DevOps: Collaborate with our DevOps engineers to deploy and maintain data services. Containerize and orchestrate data tools (using Docker/Kubernetes on AWS EKS) for production use. Implement CI/CD pipelines for data workflows so that changes to data processing or models are tested and deployed automatically. Monitor the health and performance of our data platforms (setting up alerts, dashboards) and be ready to troubleshoot and resolve issues in production to ensure uptime of critical data and AI services.
Continuous Improvement: Stay up to date with the latest in data engineering and AI, from new AWS offerings to open-source ML tools. Evaluate and recommend new technologies, for example assessing whether a stream processing platform like Kafka/Kinesis or an orchestration tool like Airflow could improve pipeline reliability. Challenge conventions and innovate: we encourage rethinking how things are done as we push to build a world-class, intelligent platform.
What You'll Need to Succeed
Strong Data Engineering Experience: 5+ years of hands-on experience in data engineering (or related fields), including designing and building large-scale data pipelines and storage solutions. You should have taken projects through the full lifecycle from design to production deployment.
Cloud Proficiency (AWS): Strong experience working with AWS cloud services for data. You should be comfortable with tools like S3, EC2, ECS, EKS, Athena, Redshift, Glue, and Step Functions. Experience setting up infrastructure-as-code (Terraform/CloudFormation) for these services is a plus.
Database and Data Modeling Skills: Proficiency in SQL and relational database design. Able to design efficient schemas and optimize queries/indexes for performance. Experience building or working with data warehouses or lakehouses (e.g. Snowflake, Databricks Delta Lake) is highly desired. Familiarity with graph databases (Neo4j, AWS Neptune, etc.) and knowledge graph schemas will help you hit the ground running.
Programming Expertise: Fluency in at least one major programming language used in data engineering. Python is commonly used for data pipelines, and pandas/PySpark experience is valuable. We also value experience with TypeScript/Node.js in data contexts, since our stack leans toward modern web technologies. The ideal candidate can work across languages, for example writing a data API in C# or Node.js to interface with our backend while also crafting Python scripts for data processing. Clean, maintainable code and adherence to best practices are a must.
AI/ML Familiarity: While this is not a pure ML researcher role, you should understand how machine learning models consume data. Experience preparing datasets for training, working with feature stores, or integrating ML model outputs into applications is important. Knowledge of vector embeddings and experience with vector databases (Postgres pgvector, Chroma, Pinecone, etc.) is a big plus, as our AI features rely on semantic search. Familiarity with frameworks for building AI agents or retrieval-augmented generation (e.g. LangChain, LlamaIndex) is also valuable.
AI-Native Mindset: treating AI as core to the workflow, fluency with agentic tools and LLM-assisted dev, pushing the frontier of AI tooling.
DevOps and DataOps Skills: Solid understanding of containerization and deployment. Experience using Docker to package data applications and Kubernetes (or AWS EKS) to run distributed jobs/services. You should be comfortable setting up CI/CD pipelines for automated testing and deployment of data pipelines or ML models. Experience with workflow managers (Airflow, Prefect, dbt, or similar) is beneficial.
Strong Analytical and Problem-Solving Skills: Ability to analyze complex data problems, debug pipeline issues, and optimize system performance. You should be detail-oriented about data correctness and have a knack for troubleshooting data discrepancies or bottlenecks in processing.
Compliance and Security: working in a regulated SEC environment, handling sensitive investor/financial data, building with auditability, least-privilege, and data governance in mind.
Collaboration and Communication: Excellent communication skills and a collaborative mindset. You will be working with a diverse fully-remote team, so you need to articulate ideas clearly and build consensus. Comfort mentoring peers and driving technical projects to completion is important, as is a positive attitude toward continuous learning and improvement. We value growth mindset and adaptability.
Education:
Bachelor’s degree in Computer Science, similar technical field of study, or equivalent practical experience
Essential Values & Culture:
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. Complacency kills progress, we value adaptability and curiosity.
Additional Details:
Location: Palo Alto (hybrid)
Employment: Full-time
Seniority: Mid-level professional
Salary: Total compensation may also include a discretionary performance-based bonus. The expected base salary range for this role is $145,000 to $220,000.
Actual compensation will be determined based on the candidate's primary work location and other job-related factors including skills, experience, qualifications, interview performance, internal equity, and market data. Candidates located in higher cost-of-living markets, including the San Francisco Bay Area, may be considered within the higher end of the range.
This range reflects base salary only and does not include bonus, equity, benefits or other forms of compensation that may be offered. Total compensation may also include a discretionary performance-based bonus.
Benefits: Medical, dental, and vision. 401(k), and responsible vacation time (PTO)
Travel required for team/department offsites
An in-person interview may be required during the interview process
A Broadband internet connection required
Compliance with Allocate's Code of Ethics is a given for this role.
Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure, serving clients across venture capital, private equity, private credit, and other private asset classes — backed by powerful tracking, analytics, and administration tools.
We are seeking a dedicated IT Specialist to join our growing team. In this role, you will manage system upgrades, resolve user queries, and optimize our technology infrastructure to align with business goals. As an integral part of our operations, you will drive efficiency and innovation while safeguarding our digital assets. If you are passionate about technology and thrive on IT driven innovation, we encourage you to apply. We offer a collaborative work culture, meaningful opportunities for professional development, and a competitive benefits package.
This is a generalist IT role with meaningful depth expectations across three core areas: day-to-day troubleshooting and end-user support; systems and infrastructure management spanning SaaS, IdP, and MDM; and security-adjacent operations supporting our SOC 2 compliance posture. You will serve as the primary internal IT point of contact for an in-office and remote workforce of 80+ employees, while also coordinating execution with our managed service partner (MSP) on infrastructure and support tasks.
Security is not a separate workstream in this role, it is the operating standard applied to every IT task, from provisioning to asset management to vendor coordination. The right candidate moves fluidly between tactical support tickets and strategic systems work, brings a security-aware mindset to everything they do, and is energized by operating in a fast-moving, high-growth fintech environment.
End-User Support
Provide Tier 1/2 support across hardware, software, and SaaS applications for in-office and remote workforce
Assist MSP with new user device, account, and software/application provisioning
Respond to technical support tickets from employees facing technical difficulties
Troubleshoot connectivity, access, and productivity tool issues (Google Workspace, Slack, and core SaaS tools)
Conduct guidance sessions on IT tools, security practices, and system usage
Maintain internal IT documentation, runbooks, and knowledge base articles
Systems & Infrastructure
Support onboarding, offboarding and management of user accounts, permissions, and access controls across IT systems and the company's SaaS footprint
Support provisioning and deprovisioning across the company's SaaS application footprint
Install, update, and maintain software applications, ensuring compatibility and data security
Perform routine resource optimization to maximize license and reduce operational costs
Coordinate with vendors for device purchases, warranties, and external support services
Maintain and improve IT asset inventory and hardware tracking processes
Coordinate with the MSP partner on escalations, infrastructure tasks, and project execution
Security Operations & Compliance
Support the Information Security program by assisting in access reviews documentation, MFA enforcement, and endpoint compliance checks
Assist in maintaining evidence for SOC 2 Type II compliance (Security, Availability, and Confidentiality trust service criteria)
Analyze data from logs to improve performance and proactively identify risks
Monitor and respond to alerts from endpoint management and security tooling
Participate in security initiatives, as needed under the direction of the Information Security
Help enforce IT and security policies and contribute to policy documentation as needed
Bachelor’s degree in information technology, Computer Science, or a related field, or equivalent practical experience
3–5 years of demonstrable experience as an IT Specialist, IT Administrator, or in a technical support, system analysis, or network administration role
Proficiency in operating systems: macOS, iOS, Windows and common network technologies
Hands-on experience administering Google Workspace (user management, Groups, directory, OAuth app controls and environmental hardening)
Familiarity with SaaS access management and SSO concepts (SAML, SCIM, OAuth)
Knowledge of network administration protocols, firewalls, and IT security best practices
Understanding of cybersecurity principles and data protection practices
Familiarity with IT help desk systems and ticketing tools
Strong troubleshooting and problem-solving skills across hardware, software, and cloud applications
Excellent interpersonal and communication skills to interact with both technical and non-technical stakeholders
Ability to work independently and manage multiple priorities in a fast-moving environment
Attention to detail and organizational skills to handle concurrent tasks efficiently
Relevant professional certifications: CompTIA A+, Network+, Security+, Google IT Support Professional
Experience supporting or contributing to a SOC 2 audit or compliance program
Familiarity with cybersecurity frameworks such as NIST or ISO 27001
Familiarity with cloud computing platforms (AWS, Microsoft Azure, or Google Cloud)
Knowledge of ITIL frameworks for IT service management
Experience with remote monitoring and management (RMM) tools
Experience coordinating with a managed service provider (MSP) in a hybrid support model
Exposure to fintech, financial services, or other regulated industries
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.
Fully Hybrid Position
Travel may be required for company offsites
Broadband internet connection required
Location: All I-9 eligible candidates will be considered
Salary: $100K–$125K base, with bonus and equity eligibility
Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
Employment: Full-time
The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis.
","descriptionPlain":"OVERVIEW\n\nAllocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure, serving clients across venture capital, private equity, private credit, and other private asset classes — backed by powerful tracking, analytics, and administration tools.\n\nWe are seeking a dedicated IT Specialist to join our growing team. In this role, you will manage system upgrades, resolve user queries, and optimize our technology infrastructure to align with business goals. As an integral part of our operations, you will drive efficiency and innovation while safeguarding our digital assets. If you are passionate about technology and thrive on IT driven innovation, we encourage you to apply. We offer a collaborative work culture, meaningful opportunities for professional development, and a competitive benefits package.\n\n\n\n\nABOUT THE ROLE\n\nThis is a generalist IT role with meaningful depth expectations across three core areas: day-to-day troubleshooting and end-user support; systems and infrastructure management spanning SaaS, IdP, and MDM; and security-adjacent operations supporting our SOC 2 compliance posture. You will serve as the primary internal IT point of contact for an in-office and remote workforce of 80+ employees, while also coordinating execution with our managed service partner (MSP) on infrastructure and support tasks.\n\nSecurity is not a separate workstream in this role, it is the operating standard applied to every IT task, from provisioning to asset management to vendor coordination. The right candidate moves fluidly between tactical support tickets and strategic systems work, brings a security-aware mindset to everything they do, and is energized by operating in a fast-moving, high-growth fintech environment.\n\n\n\n\nESSENTIAL RESPONSIBILITIES AND DUTIES\n\nEnd-User Support\n\n - Provide Tier 1/2 support across hardware, software, and SaaS applications for in-office and remote workforce\n\n - Assist MSP with new user device, account, and software/application provisioning\n\n - Respond to technical support tickets from employees facing technical difficulties\n\n - Troubleshoot connectivity, access, and productivity tool issues (Google Workspace, Slack, and core SaaS tools)\n\n - Conduct guidance sessions on IT tools, security practices, and system usage\n\n - Maintain internal IT documentation, runbooks, and knowledge base articles\n\n\n\nSystems & Infrastructure\n\n - Support onboarding, offboarding and management of user accounts, permissions, and access controls across IT systems and the company's SaaS footprint\n\n - Support provisioning and deprovisioning across the company's SaaS application footprint\n\n - Install, update, and maintain software applications, ensuring compatibility and data security\n\n - Perform routine resource optimization to maximize license and reduce operational costs\n\n - Coordinate with vendors for device purchases, warranties, and external support services\n\n - Maintain and improve IT asset inventory and hardware tracking processes\n\n - Coordinate with the MSP partner on escalations, infrastructure tasks, and project execution\n\n\n\nSecurity Operations & Compliance\n\n - Support the Information Security program by assisting in access reviews documentation, MFA enforcement, and endpoint compliance checks\n\n - Assist in maintaining evidence for SOC 2 Type II compliance (Security, Availability, and Confidentiality trust service criteria)\n\n - Analyze data from logs to improve performance and proactively identify risks\n\n - Monitor and respond to alerts from endpoint management and security tooling\n\n - Participate in security initiatives, as needed under the direction of the Information Security\n\n - Help enforce IT and security policies and contribute to policy documentation as needed\n\n\n\n\nREQUIRED SKILLS AND QUALIFICATIONS\n\n - Bachelor’s degree in information technology, Computer Science, or a related field, or equivalent practical experience\n\n - 3–5 years of demonstrable experience as an IT Specialist, IT Administrator, or in a technical support, system analysis, or network administration role\n\n - Proficiency in operating systems: macOS, iOS, Windows and common network technologies\n\n - Hands-on experience administering Google Workspace (user management, Groups, directory, OAuth app controls and environmental hardening)\n\n - Familiarity with SaaS access management and SSO concepts (SAML, SCIM, OAuth)\n\n - Knowledge of network administration protocols, firewalls, and IT security best practices\n\n - Understanding of cybersecurity principles and data protection practices\n\n - Familiarity with IT help desk systems and ticketing tools\n\n - Strong troubleshooting and problem-solving skills across hardware, software, and cloud applications\n\n - Excellent interpersonal and communication skills to interact with both technical and non-technical stakeholders\n\n - Ability to work independently and manage multiple priorities in a fast-moving environment\n\n - Attention to detail and organizational skills to handle concurrent tasks efficiently\n\n\n\n\nPREFERRED SKILLS AND QUALIFICATIONS\n\n - Relevant professional certifications: CompTIA A+, Network+, Security+, Google IT Support Professional\n\n - Experience supporting or contributing to a SOC 2 audit or compliance program\n\n - Familiarity with cybersecurity frameworks such as NIST or ISO 27001\n\n - Familiarity with cloud computing platforms (AWS, Microsoft Azure, or Google Cloud)\n\n - Knowledge of ITIL frameworks for IT service management\n\n - Experience with remote monitoring and management (RMM) tools\n\n - Experience coordinating with a managed service provider (MSP) in a hybrid support model\n\n - Exposure to fintech, financial services, or other regulated industries\n\n\n\n\nESSENTIAL VALUES & CULTURE\n\nProviding our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.\n\n\n\n - Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\n - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\n - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\n - Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\n - Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.\n\n\n\n\nADDITIONAL DETAILS\n\n - Fully Hybrid Position\n\n - Travel may be required for company offsites\n\n - Broadband internet connection required\n\n - Location: All I-9 eligible candidates will be considered\n\n - Salary: $100K–$125K base, with bonus and equity eligibility\n\n - Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)\n\n - Employment: Full-time\n\n\n\nThe base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis."},{"id":"0e915511-1e86-4ca5-bc99-841cfc4ebe2d","title":"Corporate Counsel","department":"Legal","team":"Legal","employmentType":"FullTime","location":"New York Office (On-Site)","secondaryLocations":[{"location":"Palo Alto (On-Site)","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}}}],"publishedAt":"2026-07-03T15:53:02.453+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York"}},"jobUrl":"https://jobs.ashbyhq.com/allocate/0e915511-1e86-4ca5-bc99-841cfc4ebe2d","applyUrl":"https://jobs.ashbyhq.com/allocate/0e915511-1e86-4ca5-bc99-841cfc4ebe2d/application","descriptionHtml":"As a member of Allocate’s legal team, you will play a dynamic and vital role in supporting Allocate’s long-term growth. You will be responsible for providing comprehensive assistance with fund formation, onboarding, fund filings, regulatory compliance, as well as corporate governance matters, and other legal activities. You will also be an active participant in the development and success of Allocate’s technology products. The successful candidate should possess a strong understanding of private fund concepts, along with excellent organizational and communication skills.
Advising on a broad range of legal and regulatory matters related to the formation, distribution/marketing, and operation of private funds and separate account products. This includes preparing and negotiating private placement memoranda, partnership agreements, side letters, placement agreements, investment management agreements, and other fund-related documents.
Supporting the company’s investment activities by reviewing, drafting, and managing engagement letters and other investment-related agreements.
Supporting client and relationship teams on investor onboarding and investor inquiries.
Monitoring and ensuring compliance with relevant laws, regulations, and industry standards for registered advisers and private investment funds. Assisting with regulatory filings, including Form ADV, Form PF, and Form D, and coordinating responses to regulatory inquiries.
Handling corporate and entity matters, including forming and maintaining fund vehicles, general partner and management entities; supporting corporate governance, entity management, and maintenance of organizational records; and assisting with the company’s own corporate and commercial matters.
Drafting, negotiating, and managing various legal documents, including transaction documents, carry program documents, client agreements, vendor contracts, and NDAs, ensuring they are current and compliant.
Building and maintaining strong working relationships with key business partners, including external counsel, clients, and internal teams, to effectively support Allocate’s business initiatives.
Actively contributing to the development of Allocate’s investment and technology products and initiatives.
At least 4 years of experience at a major law firm or in-house legal department working on private funds; experience with open-ended and closed-ended funds a plus.
Juris Doctor degree from an accredited law school and at least one active bar membership/license to practice law in any state.
Strong understanding of the asset management industry and private funds, with detailed knowledge of the securities laws and regulations most relevant to private fund advisers—principally the Investment Advisers Act; the Securities Act and Regulation D (including Rule 506(b)/(c) and the accredited-investor and qualified-purchaser standards); and the Investment Company Act exclusions relied on by private funds (Sections 3(c)(1) and 3(c)(7)). Familiarity with blue-sky/Form D filings and the broker-dealer/FINRA framework is a plus.
Excellent written and verbal communication skills, with the ability to interact professionally with clients and team members.
Willingness to be very hands-on and proactive in offering solutions; comfortable with technology.
Strong organizational skills with the capability to manage multiple tasks and meet deadlines effectively, while maintaining keen attention to detail and accuracy in all work product.
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications, is a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Reporting to: Senior Counsel
Location: SF Bay Area, NYC, CT, or Boston preferred; all U.S. candidates will be considered. Hybrid for SF Bay Area and NY offices.
Salary Range: It is expected that the base annual salary range for this position in the locations listed above will be $180,000 - $210,000. Actual salary will be determined based on the candidate’s experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may also include equity and discretionary performance-based bonus based on factors such as individual and team performance.
Benefits: Medical, dental, vision, responsible time off (RTO), 401k
Employment: Full-time
This role will be subject to Allocate’s Code of Ethics and related compliance obligations.
Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital, private equity, private credit, and other private asset classes—backed by powerful tracking, analytics, and administration tools.
Allocate is looking to add an AI Data Quality & Evals Engineer to the team! There's a lot for us to build, and we need a strong engineer with a broad skillset who can jump right in to help us lay the technical foundation for the company's future.
Build, train, and improve machine-learning models for production use.
Develop evaluation and feedback loops that measurably improve model performance over time.
Stand up the tooling to measure, monitor, and track model quality.
Evaluate new models and techniques, and bring the best into production.
Collaborate cross-functionally to ship ML-powered capabilities.
4+ years of applied ML / LLM engineering in production, with strong Python.
Experience taking models from prototype to reliable production systems.
Hands-on model fine-tuning and rigorous evaluation discipline.
Proficiency with Git and version control systems.
Hands-on experience with AI-assisted development tools such as Claude Code, OpenAI's Codex, or Cursor, and a demonstrated ability to incorporate new tools as they emerge.
Applied NLP, computer vision, or multimodal models.
MLOps and model-monitoring tooling.
Background in fintech or financial data.
Bachelor's degree in Computer Science, a similar technical field, or equivalent practical experience.
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners—extraordinary response times, proactivity, and a top-tier experience in everything from product strategy to offline communications.
Challenge convention: Instead of detailing all the reasons an idea may not work, we question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and reward through merit, not political agendas.
Civil Discourse is embraced: Open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount, but the mission is to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better—especially around AI and automation—and drop outdated methods without hesitation.
Location: Fully Remote (all I-9 eligible candidates will be considered).
Employment: Full-time. Seniority: Senior professional.
Salary: The expected base salary range for this role is $165,000 to $185,000. Actual compensation will be determined based on the candidate's primary work location and other job-related factors including skills, experience, qualifications, interview performance, internal equity, and market data. Candidates located in higher cost-of-living markets, including the San Francisco Bay Area, may be considered within the higher end of the range. This range reflects base salary only and does not include bonus, equity, or benefits; total compensation may also include a discretionary performance-based bonus.
Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO).
Travel required for team and department offsites. An in-person interview may be required during the process. A broadband internet connection is required. Compliance with Allocate's Code of Ethics is a given for this role.
Allocate is modernizing private markets, making alternative investments more accessible and streamlined for wealth advisory firms and family offices. Backed by leading firms and driven by a mission to remove barriers in private market investing, we leverage over 100 years of collective experience to transform the industry.
We are building an AI-native product organization that moves extremely fast — from idea → prototype → client feedback → production in days, not months.
To do that well, we need a force multiplier and builder.
Increase the velocity of the product organization.
You will sit at the center of product, engineering, design, and leadership — identifying friction, removing blockers, accelerating decisions, and compressing feedback loops so the team can move faster without losing quality.
This is not a traditional project management role. Instead, you will operate as a technical operator inside the product organization, helping ideas move from concept to shipped product as quickly and smoothly as possible.
You will work alongside makers — not above them.
Within your first few months, the team should feel noticeably faster.
Work that used to take weeks happens in days. Blockers disappear before they slow the team down. Engineers, designers, and product managers spend more time building and less time coordinating.
Leadership has visibility into what’s happening without needing constant status meetings.
You identify friction in the system and remove it. You introduce tools, workflows, and habits that compound the team’s effectiveness over time.
When something slows the team down, you don’t wait for permission to fix it.
Your impact is simple:
The team ships better products faster than before you joined.
Accelerate delivery
Drive rapid feedback loops between prototyping, client input, and production — compressing weeks into days.
Keep multiple parallel workstreams moving without creating bottlenecks or bureaucracy.
Identify what's blocking a maker and remove it — same day.
Keep leadership and key stakeholders informed with signal, not noise: what shipped, what's at risk, what needs a decision.
Act as a force multiplier for the team
Create clarity and momentum in ambiguous environments.
Identify and surface risks and cross-team dependencies before they become problems.
Protect the team’s focus so builders can build.
Help the team prioritize the work that matters most right now.
Eliminate coordination overhead wherever possible.
Be a builder
Treat process as a product — continuously improving it as the team evolves.
Use AI tools (Cursor, v0, Claude, etc.) to prototype, draft specs, generate briefs, and unblock the team.
Contribute directly to delivery rather than only coordinating others.
Continuously experiment with new AI tooling and share what works across the team.
Identify where AI can eliminate manual coordination overhead and implement it.
Help scale the organization
Evolve tools and workflows as the team grows.
Build lightweight systems that improve alignment without slowing teams down.
Ensure distributed teams communicate effectively across time zones.
Continuously look for ways to increase the speed and effectiveness of the product organization.
What You Bring
This role is for you if you have:
Experience shipping real products in fast-moving startup environments; early-stage startup experience strongly preferred.
A maker mindset — you would rather prototype a solution than write a slide deck about it.
Strong familiarity with modern AI tooling and curiosity about how it changes how teams build software.
You are comfortable using AI tools in your daily workflow to improve productivity and coordination.
Strong judgment about when to move fast and when to slow down — and the credibility to call it either way.
The ability to hold context across business, product, design, and engineering without requiring rigid handoff processes.
Excellent communication skills — async-first, direct, and oriented toward decisions rather than status updates.
Comfort operating in ambiguity; you create structure rather than waiting for it.
High ownership and accountability — when something is stuck, you make it move.
Experience working with distributed teams.
A Bachelor’s degree. Studies in Computer Science, Engineering, Business, or a related field (or equivalent experience) would be helpful.
You prefer structured environments where responsibilities are narrowly defined — we are a start-up and roles flex to deliver business goals.
You are uncomfortable experimenting with AI tooling to improve how teams operate — we are AI-native and heavily leverage AI tools to accelerate growth.
You prefer well-defined roadmaps and long planning cycles — we are a nimble organization, and priorities change quickly.
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications, is a top-tier client experience.
Challenge convention: Instead of detailing why an idea may not work, we constantly question things to determine how a viable idea may be implemented.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: Open, intellectually curious conversations are required to make the best decisions. Respect is paramount in our dealings, but our mission is always to get the correct answer collectively.
Location: Remote
Reports to the Lead Technical Project Manager
Base Salary Range: $155,000-$170,000
Actual salary will be determined based on the candidate’s experience, location, skills, training, certifications, and education, other relevant qualifications specific to the role, and internal equity and market data. Total compensation may include equity and discretionary performance-based bonuses based on individual, team, and company performance factors.
Benefits: Medical, dental, vision, responsible time off (RTO), 401K
Employment: Full-time
This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.
Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.
Atlas Fund Services, LLC is the fund administration business unit of Allocate. Our team runs the operations behind the private market funds and feeder vehicles that advisors and their clients access through the Allocate platform — fund accounting, capital calls and distributions, investor allocations, financial statements, and audit support.
As a Fund Accountant, you will own the day-to-day operations of a portfolio of funds end to end. You will work directly with the banking, legal, audit, and tax partners who support those funds, and closely enough with our product and engineering teams to shape the software that runs the work. The ideal candidate has spent time at a fund administrator, a venture capital or private equity fund, or in another finance-oriented professional services role, and is already familiar with fund accounting concepts in private markets and the reporting requirements that come with them.
This is a role for someone who wants to deepen that expertise while helping replace manual process with better systems, and who takes real satisfaction in giving investors and fund sponsors a clean, timely, well-explained answer every time.
Own day-to-day fund operations across financial accounting, capital calls and distributions, investor and financial reporting, and cash management.
Prepare and review quarterly and annual financial statements, capital account statements, and investor-level allocations.
Interpret fund legal documents — limited partnership agreements, subscription documents, and side letters — and apply their economic terms to allocations, waterfalls, and fee calculations.
Partner with external service providers across banking, legal, audit, and tax to create a seamless experience for investors and fund sponsors.
Work actively with the software development team to scope, test, and implement automation and other efficiency improvements across fund workflows.
Support other Allocate teams on processes related to fundraising, diligence, and investor relations.
Lead special projects and initiatives where your interests and Allocate’s strategic priorities align.
Follow and contribute to the ongoing improvement of compliance policies and process documentation.
Capital calls, distributions, and investor statements go out on schedule and without rework.
Quarterly and annual reporting cycles close on deadline, and fund audits complete with no material adjustments or significant deficiencies.
Investor and advisor inquiries are resolved quickly and completely, with a steady decline in repeat questions.
At least one recurring manual workflow per quarter is automated or meaningfully streamlined in partnership with product and engineering.
Within two quarters, you are the trusted owner of a defined set of funds and the internal go-to for how they work.
2–3+ years of experience within fund administration, private markets (venture capital or private equity), fintech, or another finance-oriented professional services capacity, with proven operations and project management skills.
Familiarity with fund accounting and administration concepts in private markets and the applicable reporting requirements.
Experience working within a regulated and supervised industry.
Robust analytical skills across quantitative and qualitative metrics.
Exemplary oral and written communication skills.
Ability and willingness to lead and manage complex initiatives and tasks.
Dedication to Allocate’s mission.
CPA or CFA, or meaningful progress toward either.
Public accounting experience in an alternative investments or financial services practice.
Hands-on experience with a fund accounting platform, or with migrating from one platform to another.
Comfort using SQL, advanced Excel, or AI-assisted tools to speed up recurring analysis and reporting.
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.
Fully Remote Position (within the United States)
Travel may be required for company offsites
Broadband internet connection required
Location: All I-9 eligible candidates will be considered
Salary: $90,000 – $110,000 base, with bonus and equity eligibility
Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
Employment: Full-time
The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis.
","descriptionPlain":"ABOUT ALLOCATE\n\nAllocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.\n\n\nABOUT THE ROLE\n\nAtlas Fund Services, LLC is the fund administration business unit of Allocate. Our team runs the operations behind the private market funds and feeder vehicles that advisors and their clients access through the Allocate platform — fund accounting, capital calls and distributions, investor allocations, financial statements, and audit support.\n\nAs a Fund Accountant, you will own the day-to-day operations of a portfolio of funds end to end. You will work directly with the banking, legal, audit, and tax partners who support those funds, and closely enough with our product and engineering teams to shape the software that runs the work. The ideal candidate has spent time at a fund administrator, a venture capital or private equity fund, or in another finance-oriented professional services role, and is already familiar with fund accounting concepts in private markets and the reporting requirements that come with them.\n\nThis is a role for someone who wants to deepen that expertise while helping replace manual process with better systems, and who takes real satisfaction in giving investors and fund sponsors a clean, timely, well-explained answer every time.\n\n\nWHAT YOU’LL OWN\n\n - Own day-to-day fund operations across financial accounting, capital calls and distributions, investor and financial reporting, and cash management.\n\n - Prepare and review quarterly and annual financial statements, capital account statements, and investor-level allocations.\n\n - Interpret fund legal documents — limited partnership agreements, subscription documents, and side letters — and apply their economic terms to allocations, waterfalls, and fee calculations.\n\n - Partner with external service providers across banking, legal, audit, and tax to create a seamless experience for investors and fund sponsors.\n\n - Work actively with the software development team to scope, test, and implement automation and other efficiency improvements across fund workflows.\n\n - Support other Allocate teams on processes related to fundraising, diligence, and investor relations.\n\n - Lead special projects and initiatives where your interests and Allocate’s strategic priorities align.\n\n - Follow and contribute to the ongoing improvement of compliance policies and process documentation.\n\n\nWHAT SUCCESS LOOKS LIKE\n\n - Capital calls, distributions, and investor statements go out on schedule and without rework.\n\n - Quarterly and annual reporting cycles close on deadline, and fund audits complete with no material adjustments or significant deficiencies.\n\n - Investor and advisor inquiries are resolved quickly and completely, with a steady decline in repeat questions.\n\n - At least one recurring manual workflow per quarter is automated or meaningfully streamlined in partnership with product and engineering.\n\n - Within two quarters, you are the trusted owner of a defined set of funds and the internal go-to for how they work.\n\n\nWHO YOU ARE\n\n - 2–3+ years of experience within fund administration, private markets (venture capital or private equity), fintech, or another finance-oriented professional services capacity, with proven operations and project management skills.\n\n - Familiarity with fund accounting and administration concepts in private markets and the applicable reporting requirements.\n\n - Experience working within a regulated and supervised industry.\n\n - Robust analytical skills across quantitative and qualitative metrics.\n\n - Exemplary oral and written communication skills.\n\n - Ability and willingness to lead and manage complex initiatives and tasks.\n\n - Dedication to Allocate’s mission.\n\n\nNICE TO HAVE\n\n - CPA or CFA, or meaningful progress toward either.\n\n - Public accounting experience in an alternative investments or financial services practice.\n\n - Hands-on experience with a fund accounting platform, or with migrating from one platform to another.\n\n - Comfort using SQL, advanced Excel, or AI-assisted tools to speed up recurring analysis and reporting.\n\n\nESSENTIAL VALUES & CULTURE\n\n - Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.\n\n - Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\n - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\n - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\n - Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\n - Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.\n\n\n\n\nADDITIONAL DETAILS\n\n - Fully Remote Position (within the United States)\n\n - Travel may be required for company offsites\n\n - Broadband internet connection required\n\n - Location: All I-9 eligible candidates will be considered\n\n - Salary: $90,000 – $110,000 base, with bonus and equity eligibility\n\n - Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)\n\n - Employment: Full-time\n\n\n\nThe base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis."},{"id":"1b7d63da-215d-478b-b7a0-4bc5e76a977d","title":"Head of Design","department":"Design","team":"Design","employmentType":"FullTime","location":"Palo Alto Office (Hybrid)","secondaryLocations":[],"publishedAt":"2026-08-18T17:56:59.980+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}},"jobUrl":"https://jobs.ashbyhq.com/allocate/1b7d63da-215d-478b-b7a0-4bc5e76a977d","applyUrl":"https://jobs.ashbyhq.com/allocate/1b7d63da-215d-478b-b7a0-4bc5e76a977d/application","descriptionHtml":"Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.
This position owns and builds the design function at Allocate, reporting directly to the CEO and working in lockstep with product and engineering leadership.
This is a build role, not a caretaking one. A small team, a working design system, and a live product are already in place. The mandate is to take all three further: set the standard, grow the team, and decide what design owns and how it earns that ownership.
The role stays hands-on by design. At this stage, the person leading design is still in the work: shaping the hardest flows, prototyping the ideas that must be seen to be understood, sitting in the details when the details matter.
One thing is non-negotiable: this role starts from the client and works backward. Engineering constraints are inputs to negotiate, not the frame to design inside. The right person asks what will provide advisors and fund managers a great product experience.
Private markets are dense — funds, co-investments, capital calls, distributions, portfolio reporting. This is the one area where the company isn't hiring someone to learn on the job. Candidates need to already speak this language, because “the difference between a good interface and a great one is knowing what the numbers actually mean to the person reading them.”
Design currently runs on Figma, Magic Patterns, and Anthropic, moving fast from idea to interactive prototype, validating with stakeholders and users, and cutting engineering risk before development starts. Fluency with this workflow is expected, not optional.
WHY THIS ROLE MATTERS
Design is where Allocate's complexity becomes either clarity or friction. In a space this nuanced, a great interface isn't polished on top of the problem — it's “the difference between a client trusting the platform with real capital and bouncing off it.”
The same is true of the brand. Allocate's clients are advisors and family offices deciding whether to move real money through the platform, and every surface either earns that trust or spends it. One person holding a product, system, and brand is how those surfaces start telling the same story.
Impact compounds here — in the quality bar set, the system strengthened, and the designers who level up because of who was leading them.
Product design across Allocate — the advisor and GP experience, unified and end-to-end
Private markets knowledge, applied directly and deepened continuously, so decisions are grounded in understanding rather than assumption
The quality bar, held with real mechanisms, not vibes: a clear definition of done, pre-launch usability gates, a standing view of friction in the live product
The hardest problems, end to end — research, framing, prototyping, handoff
The team — hire, define levels and growth paths, coach through feedback, reviews, and 1:1s
The roadmap, alongside product and engineering leadership — defining problems well, forcing tradeoffs early rather than at handoff
A seat in product strategy, not just product execution — design's voice in executive conversations, framed around client value and business outcomes
The design system — consistency as the default, speed as the byproduct
Brand expression across the marketing site, campaigns, launch moments, and client-facing collateral
A validation habit built for this size: fast, evidence-led, prototype-first, actually used
AI-assisted tools for research synthesis, exploration, and prototyping — freeing the team for the judgment, taste, and craft only people bring
How design works with the rest of the company — rituals, tooling, process, added only where they earn their keep
10+ years in product design, several of them leading and managing designers
Have built or substantially grown a design function — hiring, leveling, coaching, setting practice, not just running a queue
Led distributed designers and held craft and cohesion high without needing to be in the same room
Still hands-on, and want to stay that way — looking for a role where leading and making are the same job
Strong systems thinker, with a design system carried through real growth
Comfortable across product and brand — may lean one way, but can hold both and know when each is the lever
Direct experience designing for private markets, or an adjacent institutional finance domain dense enough to demand real mastery — fund structures, capital calls, distributions, and portfolio reporting are already familiar ground
Prototype-first: fluent in Figma and Magic Patterns, ready to build in Claude when code is the fastest path — not an engineer, but rarely blocked by code
Pragmatic and experiment-friendly — multiple options, early validation, evidence over opinion
Strong collaborator with engineers, PMs, and stakeholders — clear and flexible
A strong communicator and storyteller — in a 1:1, an exec room, or in front of clients
Based in the Bay Area, or ready to be — this role is in the Palo Alto office
WHY THIS IS WORTH YOUR TIME
This is the role for someone who wants to own design at a company building something new: leading the work, shaping the system, defining the brand, and building the team — while turning one of finance's most complex corners into something people actually want to use. And at this stage, the person who owns how clients experience Allocate has a real voice in what Allocate becomes.
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.
Hybrid Position - 3 days/week in Palo Alto office required
Travel may be required for company offsites
Broadband internet connection required
Location: All I-9 eligible candidates will be considered
Salary: $225,000 - $260,000+ base, with bonus and equity eligibility
Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
Employment: Full-time
Reports to: CEO and Co-Founder
The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range or above, though this may occur on a case-by-case basis.
","descriptionPlain":"ABOUT ALLOCATE\n\nAllocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.\n\n\nABOUT THE ROLE\n\nThis position owns and builds the design function at Allocate, reporting directly to the CEO and working in lockstep with product and engineering leadership.\n\nThis is a build role, not a caretaking one. A small team, a working design system, and a live product are already in place. The mandate is to take all three further: set the standard, grow the team, and decide what design owns and how it earns that ownership.\n\nThe role stays hands-on by design. At this stage, the person leading design is still in the work: shaping the hardest flows, prototyping the ideas that must be seen to be understood, sitting in the details when the details matter.\n\nOne thing is non-negotiable: this role starts from the client and works backward. Engineering constraints are inputs to negotiate, not the frame to design inside. The right person asks what will provide advisors and fund managers a great product experience.\n\nPrivate markets are dense — funds, co-investments, capital calls, distributions, portfolio reporting. This is the one area where the company isn't hiring someone to learn on the job. Candidates need to already speak this language, because “the difference between a good interface and a great one is knowing what the numbers actually mean to the person reading them.”\n\nDesign currently runs on Figma, Magic Patterns, and Anthropic, moving fast from idea to interactive prototype, validating with stakeholders and users, and cutting engineering risk before development starts. Fluency with this workflow is expected, not optional.\n\nWHY THIS ROLE MATTERS\n\nDesign is where Allocate's complexity becomes either clarity or friction. In a space this nuanced, a great interface isn't polished on top of the problem — it's “the difference between a client trusting the platform with real capital and bouncing off it.”\n\nThe same is true of the brand. Allocate's clients are advisors and family offices deciding whether to move real money through the platform, and every surface either earns that trust or spends it. One person holding a product, system, and brand is how those surfaces start telling the same story.\n\nImpact compounds here — in the quality bar set, the system strengthened, and the designers who level up because of who was leading them.\n\n\nWHAT YOU’LL OWN\n\n - Product design across Allocate — the advisor and GP experience, unified and end-to-end\n\n - Private markets knowledge, applied directly and deepened continuously, so decisions are grounded in understanding rather than assumption\n\n - The quality bar, held with real mechanisms, not vibes: a clear definition of done, pre-launch usability gates, a standing view of friction in the live product\n\n - The hardest problems, end to end — research, framing, prototyping, handoff\n\n - The team — hire, define levels and growth paths, coach through feedback, reviews, and 1:1s\n\n - The roadmap, alongside product and engineering leadership — defining problems well, forcing tradeoffs early rather than at handoff\n\n - A seat in product strategy, not just product execution — design's voice in executive conversations, framed around client value and business outcomes\n\n - The design system — consistency as the default, speed as the byproduct\n\n - Brand expression across the marketing site, campaigns, launch moments, and client-facing collateral\n\n - A validation habit built for this size: fast, evidence-led, prototype-first, actually used\n\n - AI-assisted tools for research synthesis, exploration, and prototyping — freeing the team for the judgment, taste, and craft only people bring\n\n - How design works with the rest of the company — rituals, tooling, process, added only where they earn their keep\n\n\nWHO YOU ARE\n\n - 10+ years in product design, several of them leading and managing designers\n\n - Have built or substantially grown a design function — hiring, leveling, coaching, setting practice, not just running a queue\n\n - Led distributed designers and held craft and cohesion high without needing to be in the same room\n\n - Still hands-on, and want to stay that way — looking for a role where leading and making are the same job\n\n - Strong systems thinker, with a design system carried through real growth\n\n - Comfortable across product and brand — may lean one way, but can hold both and know when each is the lever\n\n - Direct experience designing for private markets, or an adjacent institutional finance domain dense enough to demand real mastery — fund structures, capital calls, distributions, and portfolio reporting are already familiar ground\n\n - Prototype-first: fluent in Figma and Magic Patterns, ready to build in Claude when code is the fastest path — not an engineer, but rarely blocked by code\n\n - Pragmatic and experiment-friendly — multiple options, early validation, evidence over opinion\n\n - Strong collaborator with engineers, PMs, and stakeholders — clear and flexible\n\n - A strong communicator and storyteller — in a 1:1, an exec room, or in front of clients\n\n - Based in the Bay Area, or ready to be — this role is in the Palo Alto office\n\nWHY THIS IS WORTH YOUR TIME\n\nThis is the role for someone who wants to own design at a company building something new: leading the work, shaping the system, defining the brand, and building the team — while turning one of finance's most complex corners into something people actually want to use. And at this stage, the person who owns how clients experience Allocate has a real voice in what Allocate becomes.\n\n\nESSENTIAL VALUES & CULTURE\n\n - Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.\n\n - Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\n - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\n - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\n - Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\n - Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.\n\n\n\n\nADDITIONAL DETAILS\n\n - Hybrid Position - 3 days/week in Palo Alto office required\n\n - Travel may be required for company offsites\n\n - Broadband internet connection required\n\n - Location: All I-9 eligible candidates will be considered\n\n - Salary: $225,000 - $260,000+ base, with bonus and equity eligibility\n\n - Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)\n\n - Employment: Full-time\n\n - Reports to: CEO and Co-Founder\n\n\n\nThe base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range or above, though this may occur on a case-by-case basis."},{"id":"68a3ac78-d810-4d85-aa00-784f9dd2ea95","title":"Sr. Software Engineer II - Full Stack","department":"Software Engineering","team":"Software Engineering","employmentType":"FullTime","location":"Palo Alto Office (Hybrid)","secondaryLocations":[],"publishedAt":"2026-08-18T22:04:43.175+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}},"jobUrl":"https://jobs.ashbyhq.com/allocate/68a3ac78-d810-4d85-aa00-784f9dd2ea95","applyUrl":"https://jobs.ashbyhq.com/allocate/68a3ac78-d810-4d85-aa00-784f9dd2ea95/application","descriptionHtml":"Allocate is building the operating system for private markets. Wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.
Allocate is building the operating system for private markets, and this role sits at the center of the product. As a Senior Full Stack Engineer, you will ship features end to end, from Postgres schema and C# APIs through to the Vue and TypeScript interfaces that advisors and their clients use every day to discover, model, transact in, and manage private market investments.
There is a lot for us to build, and we need an engineer with a genuinely broad skill set who can jump in and help lay the technical foundation for the company's future. You will work in a small, independent, cross-functional squad with real autonomy over what gets built and how, delivering critical features across both our client-facing and admin portals.
We are an AI-first engineering organization. Our engineers treat AI coding tools as a core part of the daily workflow, from agentic development through code review, and we expect everyone here to push the boundaries of what those tools can do. We are equally serious about keeping a human in the loop. Engineers own every line that ships, review AI-generated work with the same rigor they would apply to a colleague’s pull request, and stay accountable for the correctness, security, and maintainability of what reaches our clients. The tools accelerate the work; the engineering judgment is still yours.
Frontend & Client Experience
● Build rich but simple user experiences for new products using Vue.js and TypeScript, from first prototype through production.
● Partner with product and design to iterate on flows and user experience, then translate them into interfaces that hold up under real advisor workflows.
● Deliver frontend software that is correct, stable, and security compliant across both the client and admin portals.
Backend, APIs & Data
● Design and implement new features and endpoints in our C#/.NET backend APIs.
● Design and implement the schema changes those features require, with performance in mind: knowing when an index earns its keep, and on which fields.
● Build high-quality, scalable, testable code that drives engineering maturity and efficiency across the stack.
AI-First Delivery
● Own features end to end as part of an independent, cross-functional squad in an Agile development environment.
● Use AI coding tools such as Claude Code, Cursor, or Codex as a primary part of your workflow, not an occasional assist.
● Evaluate emerging tools and agentic workflows continuously, and bring what works back to the rest of engineering.
• Within your first 90 days, you have shipped production features that span schema, API, and UI without needing a handoff at the boundary.
• Your work is correct, stable, and security compliant on the first pass, so issues are caught in review, not by clients.
• You operate autonomously: you take ambiguous problems, scope them, and drive them to a shipped outcome without supervision.
• You measurably raise the team's AI-assisted development bar, with faster cycle times and repeatable patterns other engineers adopt.
• 5–10 years of experience building web applications, including 5+ years of object-oriented software engineering (C#, Java, or similar).
• 3+ years of C# experience and 2+ years developing REST APIs.
• 3+ years with the Vue.js front-end framework and 1+ years with TypeScript.
• 5+ years with SQL-based databases (Postgres ideally), including the ability to design a schema that results in a performant application.
• A track record of delivering frontend software that is correct, stable, and security compliant, with strong attention to detail and a feel for what makes good user experience.
• An AI-first development mindset: real experience shipping production code with AI agents using tools like Claude Code, Cursor, or Codex, plus informed opinions on where those tools excel and where they fall short.
• Basic understanding of common AWS services (S3, CloudFront, ECS/EKS) and how to apply them to business problems.
• Proficiency with Git and the ability to work in a Git-based environment with standard work management tooling.
• Autonomy and ownership: you can work effectively without supervision.
• Entrepreneurial spirit: self-directed, innovative, biased toward action, and comfortable in ambiguity and even failure.
• Bachelor's degree in Computer Science, a similar technical field of study, or an equivalent amount of real-world experience.
• ASP.NET Web API development experience, plus familiarity with ORM concepts (Dapper, Entity Framework) and FluentMigrator.
• Experience with agentic workflows such as running async coding agents, MCP integrations, or custom tooling around LLMs.
• Docker and Docker Compose experience, and familiarity with CI pipelines.
• DevOps experience (Terraform, AWS, ECS/EKS).
• Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications, reflects a top-tier client experience.
• Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
• Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
• Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
• Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
• Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress, and we value adaptability and curiosity.
• Hybrid (3 days/week) in Palo Alto
• Travel may be required for company offsites
• Broadband internet connection required
• Location: All I-9 eligible candidates will be considered
• Salary: $145,000 – $175,000 base, with bonus and equity eligibility
• Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
• Employment: Full-time
The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis.
","descriptionPlain":"ABOUT ALLOCATE\n\nAllocate is building the operating system for private markets. Wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.\n\n\nABOUT THE ROLE\n\nAllocate is building the operating system for private markets, and this role sits at the center of the product. As a Senior Full Stack Engineer, you will ship features end to end, from Postgres schema and C# APIs through to the Vue and TypeScript interfaces that advisors and their clients use every day to discover, model, transact in, and manage private market investments.\n\nThere is a lot for us to build, and we need an engineer with a genuinely broad skill set who can jump in and help lay the technical foundation for the company's future. You will work in a small, independent, cross-functional squad with real autonomy over what gets built and how, delivering critical features across both our client-facing and admin portals.\n\nWe are an AI-first engineering organization. Our engineers treat AI coding tools as a core part of the daily workflow, from agentic development through code review, and we expect everyone here to push the boundaries of what those tools can do. We are equally serious about keeping a human in the loop. Engineers own every line that ships, review AI-generated work with the same rigor they would apply to a colleague’s pull request, and stay accountable for the correctness, security, and maintainability of what reaches our clients. The tools accelerate the work; the engineering judgment is still yours.\n\n\nWHAT YOU’LL OWN\n\nFrontend & Client Experience\n\n● Build rich but simple user experiences for new products using Vue.js and TypeScript, from first prototype through production.\n\n● Partner with product and design to iterate on flows and user experience, then translate them into interfaces that hold up under real advisor workflows.\n\n● Deliver frontend software that is correct, stable, and security compliant across both the client and admin portals.\n\nBackend, APIs & Data\n\n● Design and implement new features and endpoints in our C#/.NET backend APIs.\n\n● Design and implement the schema changes those features require, with performance in mind: knowing when an index earns its keep, and on which fields.\n\n● Build high-quality, scalable, testable code that drives engineering maturity and efficiency across the stack.\n\nAI-First Delivery\n\n● Own features end to end as part of an independent, cross-functional squad in an Agile development environment.\n\n● Use AI coding tools such as Claude Code, Cursor, or Codex as a primary part of your workflow, not an occasional assist.\n\n● Evaluate emerging tools and agentic workflows continuously, and bring what works back to the rest of engineering.\n\n\nWHAT SUCCESS LOOKS LIKE\n\n• Within your first 90 days, you have shipped production features that span schema, API, and UI without needing a handoff at the boundary.\n\n• Your work is correct, stable, and security compliant on the first pass, so issues are caught in review, not by clients.\n\n• You operate autonomously: you take ambiguous problems, scope them, and drive them to a shipped outcome without supervision.\n\n• You measurably raise the team's AI-assisted development bar, with faster cycle times and repeatable patterns other engineers adopt.\n\n\nWHO YOU ARE\n\n• 5–10 years of experience building web applications, including 5+ years of object-oriented software engineering (C#, Java, or similar).\n\n• 3+ years of C# experience and 2+ years developing REST APIs.\n\n• 3+ years with the Vue.js front-end framework and 1+ years with TypeScript.\n\n• 5+ years with SQL-based databases (Postgres ideally), including the ability to design a schema that results in a performant application.\n\n• A track record of delivering frontend software that is correct, stable, and security compliant, with strong attention to detail and a feel for what makes good user experience.\n\n• An AI-first development mindset: real experience shipping production code with AI agents using tools like Claude Code, Cursor, or Codex, plus informed opinions on where those tools excel and where they fall short.\n\n• Basic understanding of common AWS services (S3, CloudFront, ECS/EKS) and how to apply them to business problems.\n\n• Proficiency with Git and the ability to work in a Git-based environment with standard work management tooling.\n\n• Autonomy and ownership: you can work effectively without supervision.\n\n• Entrepreneurial spirit: self-directed, innovative, biased toward action, and comfortable in ambiguity and even failure.\n\n• Bachelor's degree in Computer Science, a similar technical field of study, or an equivalent amount of real-world experience.\n\n\nNICE TO HAVE\n\n• ASP.NET http://ASP.NET Web API development experience, plus familiarity with ORM concepts (Dapper, Entity Framework) and FluentMigrator.\n\n• Experience with agentic workflows such as running async coding agents, MCP integrations, or custom tooling around LLMs.\n\n• Docker and Docker Compose experience, and familiarity with CI pipelines.\n\n• DevOps experience (Terraform, AWS, ECS/EKS).\n\n\nESSENTIAL VALUES & CULTURE\n\n• Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications, reflects a top-tier client experience.\n\n• Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\n• Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\n• Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\n• Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\n• Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress, and we value adaptability and curiosity.\n\n\n\n\nADDITIONAL DETAILS\n\n• Hybrid (3 days/week) in Palo Alto\n\n• Travel may be required for company offsites\n\n• Broadband internet connection required\n\n• Location: All I-9 eligible candidates will be considered\n\n• Salary: $145,000 – $175,000 base, with bonus and equity eligibility\n\n• Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)\n\n• Employment: Full-time\n\n\n\nThe base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis."},{"id":"07d9aa8c-67e6-48e0-a7f9-e1b4440f42f9","title":"Fund Operations Analyst","department":"Fund Finance","team":"Fund Finance","employmentType":"FullTime","location":"New York (Hybrid)","secondaryLocations":[{"location":"Palo Alto Office (Hybrid)","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}}}],"publishedAt":"2026-09-01T16:21:47.445+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York"}},"jobUrl":"https://jobs.ashbyhq.com/allocate/07d9aa8c-67e6-48e0-a7f9-e1b4440f42f9","applyUrl":"https://jobs.ashbyhq.com/allocate/07d9aa8c-67e6-48e0-a7f9-e1b4440f42f9/application","descriptionHtml":"About Allocate
Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $5B+ in assets on the platform.
About The Role
As a Fund Operations Analyst, you will run the daily execution engine behind the 150+ funds on the Allocate platform. Capital call notices, wires and transfers, credit facility drawdowns, payment matching, expense reconciliation, and the records that everything else depends on.
As Allocate scales, the fund count on the platform is growing quickly, and we need to keep automating our processes to keep pace. You will learn the operational process, then work with the team and spearhead the efforts on how we can automate our workflows. This is a hands-on execution role with a build mandate attached, and you will be measured on two things. Did the work deliver a superb client experience, accurate and on time every time, and can the same team handle more funds this quarter than it could last quarter.
What You'll Own
You will work day to day alongside our Allocate Fund Finance team, splitting coverage across the fund portfolio, and report directly to the Head of Feeder Operations. You will also partner closely with our client service team, third-party fund administrators, audit and tax teams.
Fund Lifecycle Operations
• Prepare capital call notices across the fund portfolio and route them for review and approval.
• Set up wires and transfers across our banking platforms, including capital call fundings and distributions to limited and general partners.
• Reconcile daily partner activity across bank accounts, flag anything that does not tie, and support quarterly cash queries from the fund administrator and auditors.
• Own fund expense reconciliation. Code and allocate incoming invoices to the correct fund, series, and period, maintain and true up accruals, reconcile expenses against bank activity and the administrator’s books, and carry clean support into quarterly review and the annual audit.
• Prepare credit facility drawdowns ahead of capital call deadlines, track repayments and outstanding balances, and pull together quarterly compliance reporting.
• Own the core operational trackers covering investment activity, capital call payments, distributions, credit facilities, tax document status, and investor commitment records.
• Review quarterly fund financials against source workpapers and tie the statements to the underlying schedules before anything goes out.
• Assist in opening bank and brokerage accounts for new funds, including compiling the required entity documentation and maintaining account records.
Automation and Process
• Document every workflow you touch and create new processes for those that don’t currently exist. If it is not written down, it cannot be audited, operationalized, improved, or automated.
• Partner with Product and Engineering to push repeatable operational logic into the platform rather than keeping it in spreadsheets.
• Build the automation. Templated notice generation, rules-based payment matching, invoice intake and expense allocation, self-updating accrual roll forwards, scheduled reconciliations, automatic file routing, and alerting on exceptions instead of manual daily checks.
• Replace manual tracker updates with queries and dashboards pulled from the source systems.
What Success Looks Like
• Capital calls, distributions, and wires go out accurately and on deadline, with no client-visible errors.
• Expense reconciliation closes on schedule each period, with documented support that the administrator and auditors accept without a round of follow-up questions.
• Manual hours come out of the core workflows every quarter, measured against the tasks you have automated or eliminated.
• The fund count grows without a matching increase in operational headcount or cycle time.
Who You Are
• 1 to 3 years of experience in fund operations, fund administration, treasury, audit, or a related finance function, with a working understanding of private fund mechanics. Capital calls, distributions, fund expenses, capital accounts, and investor reporting.
• Real reconciliation experience, and precision under deadline pressure. You have owned an expense or cash reconciliation before, you are comfortable explaining a variance to a reviewer, and you know that wire cutoffs and capital call dates do not move.
• Process minded by instinct, and already using AI to take repetitive work off your plate. You write things down, you notice when the same problem shows up twice, and you fix the cause instead of the instance.
• Strong communicator. You coordinate clearly with fund administrators, banks, auditors, and internal teams, and you keep people updated without being asked.
Growth-oriented and energized by a scaling environment. You want to grow with the firm and take on more ownership as the fund count and team expand.
Nice to Have
• Experience working alongside a third-party fund administrator, reviewing and challenging their output rather than producing it yourself.
• Treasury or payment operations background. Working in a bank portal with dual approval workflows, wire cutoffs, and payment controls.
• Time in an early-stage or high-growth environment where the process did not exist yet and you had to build it.
Essential Values & Culture
• Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.
• Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
• Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
• Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
• Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
• Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.
Additional Details
• Fully Hybrid Position
• Travel may be required for company offsites
• Broadband internet connection required
• Location: All I-9 eligible candidates will be considered
• Salary: $85,000 – $100,000 base, with bonus and equity eligibility
• Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
• Employment: Full-time
The base pay offered will be determined based on the candidate’s experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis.
","descriptionPlain":"About Allocate\n\nAllocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $5B+ in assets on the platform.\n\nAbout The Role\n\nAs a Fund Operations Analyst, you will run the daily execution engine behind the 150+ funds on the Allocate platform. Capital call notices, wires and transfers, credit facility drawdowns, payment matching, expense reconciliation, and the records that everything else depends on.\n\nAs Allocate scales, the fund count on the platform is growing quickly, and we need to keep automating our processes to keep pace. You will learn the operational process, then work with the team and spearhead the efforts on how we can automate our workflows. This is a hands-on execution role with a build mandate attached, and you will be measured on two things. Did the work deliver a superb client experience, accurate and on time every time, and can the same team handle more funds this quarter than it could last quarter.\n\nWhat You'll Own\n\nYou will work day to day alongside our Allocate Fund Finance team, splitting coverage across the fund portfolio, and report directly to the Head of Feeder Operations. You will also partner closely with our client service team, third-party fund administrators, audit and tax teams.\n\nFund Lifecycle Operations\n\n• Prepare capital call notices across the fund portfolio and route them for review and approval.\n\n• Set up wires and transfers across our banking platforms, including capital call fundings and distributions to limited and general partners.\n\n• Reconcile daily partner activity across bank accounts, flag anything that does not tie, and support quarterly cash queries from the fund administrator and auditors.\n\n• Own fund expense reconciliation. Code and allocate incoming invoices to the correct fund, series, and period, maintain and true up accruals, reconcile expenses against bank activity and the administrator’s books, and carry clean support into quarterly review and the annual audit.\n\n• Prepare credit facility drawdowns ahead of capital call deadlines, track repayments and outstanding balances, and pull together quarterly compliance reporting.\n\n• Own the core operational trackers covering investment activity, capital call payments, distributions, credit facilities, tax document status, and investor commitment records.\n\n• Review quarterly fund financials against source workpapers and tie the statements to the underlying schedules before anything goes out.\n\n• Assist in opening bank and brokerage accounts for new funds, including compiling the required entity documentation and maintaining account records.\n\nAutomation and Process\n\n• Document every workflow you touch and create new processes for those that don’t currently exist. If it is not written down, it cannot be audited, operationalized, improved, or automated.\n\n• Partner with Product and Engineering to push repeatable operational logic into the platform rather than keeping it in spreadsheets.\n\n• Build the automation. Templated notice generation, rules-based payment matching, invoice intake and expense allocation, self-updating accrual roll forwards, scheduled reconciliations, automatic file routing, and alerting on exceptions instead of manual daily checks.\n\n• Replace manual tracker updates with queries and dashboards pulled from the source systems.\n\nWhat Success Looks Like\n\n• Capital calls, distributions, and wires go out accurately and on deadline, with no client-visible errors.\n\n• Expense reconciliation closes on schedule each period, with documented support that the administrator and auditors accept without a round of follow-up questions.\n\n• Manual hours come out of the core workflows every quarter, measured against the tasks you have automated or eliminated.\n\n• The fund count grows without a matching increase in operational headcount or cycle time.\n\nWho You Are\n\n• 1 to 3 years of experience in fund operations, fund administration, treasury, audit, or a related finance function, with a working understanding of private fund mechanics. Capital calls, distributions, fund expenses, capital accounts, and investor reporting.\n\n• Real reconciliation experience, and precision under deadline pressure. You have owned an expense or cash reconciliation before, you are comfortable explaining a variance to a reviewer, and you know that wire cutoffs and capital call dates do not move.\n\n• Process minded by instinct, and already using AI to take repetitive work off your plate. You write things down, you notice when the same problem shows up twice, and you fix the cause instead of the instance.\n\n• Strong communicator. You coordinate clearly with fund administrators, banks, auditors, and internal teams, and you keep people updated without being asked.\n\n - Growth-oriented and energized by a scaling environment. You want to grow with the firm and take on more ownership as the fund count and team expand.\n\nNice to Have\n\n• Experience working alongside a third-party fund administrator, reviewing and challenging their output rather than producing it yourself.\n\n• Treasury or payment operations background. Working in a bank portal with dual approval workflows, wire cutoffs, and payment controls.\n\n• Time in an early-stage or high-growth environment where the process did not exist yet and you had to build it.\n\nEssential Values & Culture\n\n• Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.\n\n• Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\n• Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\n• Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\n• Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\n• Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.\n\nAdditional Details\n\n• Fully Hybrid Position\n\n• Travel may be required for company offsites\n\n• Broadband internet connection required\n\n• Location: All I-9 eligible candidates will be considered\n\n• Salary: $85,000 – $100,000 base, with bonus and equity eligibility\n\n• Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)\n\n• Employment: Full-time\n\n\n\nThe base pay offered will be determined based on the candidate’s experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis."},{"id":"2cd4df5b-c881-4800-a206-e2b951d4c63e","title":"Senior Fund Accountant","department":"Fund Finance","team":"Fund Finance","employmentType":"FullTime","location":"Remote","secondaryLocations":[],"publishedAt":"2026-09-10T14:45:42.433+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}},"jobUrl":"https://jobs.ashbyhq.com/allocate/2cd4df5b-c881-4800-a206-e2b951d4c63e","applyUrl":"https://jobs.ashbyhq.com/allocate/2cd4df5b-c881-4800-a206-e2b951d4c63e/application","descriptionHtml":"Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.
Atlas Fund Services, LLC is the fund administration business unit of Allocate. Our team runs the operations behind the private market funds and feeder vehicles that advisors and their clients access through the Allocate platform — fund accounting, capital calls and distributions, investor allocations, financial statements, and audit support.
As a Senior Fund Accountant, you will own our most complex funds end to end and serve as the reviewer and technical resource for the accountants working alongside you. You will be the person who reads the partnership agreement, decides how an unusual provision should be applied, and stands behind that answer with auditors, fund sponsors, and investors. You will also work closely with our product and engineering teams, since the systems that run this work are built in-house and shaped by the people who use them.
This is a senior individual contributor role without direct reports. It suits someone who has already run private markets fund operations at depth, is ready to raise the standard of the work around them, and would rather build better process than repeat the same one.
Own end-to-end fund operations for a portfolio of the firm’s more complex funds and vehicles, including financial accounting, capital calls and distributions, investor reporting, and cash management.
Review the work of other fund accountants — allocations, capital account statements, capital call and distribution notices, and reconciliations — and give feedback that raises the quality of the team’s output.
Interpret partnership agreements, subscription documents, and side letters, and translate their economic terms into allocations, waterfalls, carried interest, and management fee calculations.
Prepare and review quarterly and annual financial statements and footnote disclosures, and serve as the primary point of contact for the fund audit.
Partner with external service providers across banking, legal, audit, and tax to create a seamless experience for investors and fund sponsors.
Work actively with the software development team to scope, test, and implement automation and other efficiency improvements across fund workflows.
Serve as a technical resource and informal mentor for less experienced members of the team.
Lead special projects and initiatives where your interests and Allocate’s strategic priorities align.
Follow and contribute to the ongoing improvement of compliance policies and process documentation.
The funds you own close, report, and distribute on schedule, and the work you review goes out right the first time.
Fund audits complete on deadline with no material adjustments or significant deficiencies, with you as the primary contact.
Complex or ambiguous fund terms get a clear, documented answer that the team can apply consistently the next time they come up.
Junior accountants measurably improve under your review, and fewer issues reach the Managing Director unresolved.
You partner with product and engineering to eliminate recurring manual work, with visible reductions in cycle time each quarter.
5+ years of experience in fund administration servicing private equity and/or venture capital funds, with proven operations and project management skills.
Deep working knowledge of private markets fund accounting — allocations, waterfalls, carried interest, management fees, and the applicable reporting requirements.
Hands-on experience with a fund accounting platform and confidence learning a new one.
Comfort reading and applying fund legal documents, including limited partnership agreements and side letters.
Experience working within a regulated and supervised industry.
Robust analytical skills across quantitative and qualitative metrics.
Exemplary oral and written communication skills, including with investors and external auditors.
Ability and willingness to lead and manage complex initiatives and tasks, and to review others’ work constructively.
Dedication to Allocate’s mission.
Experience with Allvue, Zive, or a comparable fund accounting platform.
Experience migrating from one fund accounting platform to another.
CPA, or public accounting experience in an alternative investments practice.
Comfort using SQL, advanced Excel, or AI-assisted tools to speed up recurring analysis and reporting.
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.
Fully Remote Position (within the United States)
Travel may be required for company offsites
Broadband internet connection required
Location: All I-9 eligible candidates will be considered
Salary: $140,000 – $160,000 base, with bonus and equity eligibility
Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
Employment: Full-time
The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis.
","descriptionPlain":"ABOUT ALLOCATE\n\nAllocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.\n\n\nABOUT THE ROLE\n\nAtlas Fund Services, LLC is the fund administration business unit of Allocate. Our team runs the operations behind the private market funds and feeder vehicles that advisors and their clients access through the Allocate platform — fund accounting, capital calls and distributions, investor allocations, financial statements, and audit support.\n\nAs a Senior Fund Accountant, you will own our most complex funds end to end and serve as the reviewer and technical resource for the accountants working alongside you. You will be the person who reads the partnership agreement, decides how an unusual provision should be applied, and stands behind that answer with auditors, fund sponsors, and investors. You will also work closely with our product and engineering teams, since the systems that run this work are built in-house and shaped by the people who use them.\n\nThis is a senior individual contributor role without direct reports. It suits someone who has already run private markets fund operations at depth, is ready to raise the standard of the work around them, and would rather build better process than repeat the same one.\n\n\nWHAT YOU’LL OWN\n\n - Own end-to-end fund operations for a portfolio of the firm’s more complex funds and vehicles, including financial accounting, capital calls and distributions, investor reporting, and cash management.\n\n - Review the work of other fund accountants — allocations, capital account statements, capital call and distribution notices, and reconciliations — and give feedback that raises the quality of the team’s output.\n\n - Interpret partnership agreements, subscription documents, and side letters, and translate their economic terms into allocations, waterfalls, carried interest, and management fee calculations.\n\n - Prepare and review quarterly and annual financial statements and footnote disclosures, and serve as the primary point of contact for the fund audit.\n\n - Partner with external service providers across banking, legal, audit, and tax to create a seamless experience for investors and fund sponsors.\n\n - Work actively with the software development team to scope, test, and implement automation and other efficiency improvements across fund workflows.\n\n - Serve as a technical resource and informal mentor for less experienced members of the team.\n\n - Lead special projects and initiatives where your interests and Allocate’s strategic priorities align.\n\n - Follow and contribute to the ongoing improvement of compliance policies and process documentation.\n\n\nWHAT SUCCESS LOOKS LIKE\n\n - The funds you own close, report, and distribute on schedule, and the work you review goes out right the first time.\n\n - Fund audits complete on deadline with no material adjustments or significant deficiencies, with you as the primary contact.\n\n - Complex or ambiguous fund terms get a clear, documented answer that the team can apply consistently the next time they come up.\n\n - Junior accountants measurably improve under your review, and fewer issues reach the Managing Director unresolved.\n\n - You partner with product and engineering to eliminate recurring manual work, with visible reductions in cycle time each quarter.\n\n\nWHO YOU ARE\n\n - 5+ years of experience in fund administration servicing private equity and/or venture capital funds, with proven operations and project management skills.\n\n - Deep working knowledge of private markets fund accounting — allocations, waterfalls, carried interest, management fees, and the applicable reporting requirements.\n\n - Hands-on experience with a fund accounting platform and confidence learning a new one.\n\n - Comfort reading and applying fund legal documents, including limited partnership agreements and side letters.\n\n - Experience working within a regulated and supervised industry.\n\n - Robust analytical skills across quantitative and qualitative metrics.\n\n - Exemplary oral and written communication skills, including with investors and external auditors.\n\n - Ability and willingness to lead and manage complex initiatives and tasks, and to review others’ work constructively.\n\n - Dedication to Allocate’s mission.\n\n\nNICE TO HAVE\n\n - Experience with Allvue, Zive, or a comparable fund accounting platform.\n\n - Experience migrating from one fund accounting platform to another.\n\n - CPA, or public accounting experience in an alternative investments practice.\n\n - Comfort using SQL, advanced Excel, or AI-assisted tools to speed up recurring analysis and reporting.\n\n\nESSENTIAL VALUES & CULTURE\n\n - Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.\n\n - Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\n - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\n - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\n - Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\n - Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.\n\n\n\n\nADDITIONAL DETAILS\n\n - Fully Remote Position (within the United States)\n\n - Travel may be required for company offsites\n\n - Broadband internet connection required\n\n - Location: All I-9 eligible candidates will be considered\n\n - Salary: $140,000 – $160,000 base, with bonus and equity eligibility\n\n - Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)\n\n - Employment: Full-time\n\n\n\nThe base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis."},{"id":"f1f3f282-34ca-48b1-9b85-92b007f7bd44","title":"Founding Technical Recruiter","department":"People Operations","team":"People Operations","employmentType":"FullTime","location":"Palo Alto Office (Hybrid)","secondaryLocations":[{"location":"New York (Hybrid)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York"}}}],"publishedAt":"2026-10-05T18:30:28.275+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"California","addressCountry":"United States","addressLocality":"Palo Alto"}},"jobUrl":"https://jobs.ashbyhq.com/allocate/f1f3f282-34ca-48b1-9b85-92b007f7bd44","applyUrl":"https://jobs.ashbyhq.com/allocate/f1f3f282-34ca-48b1-9b85-92b007f7bd44/application","descriptionHtml":"Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.
Allocate is hiring its first dedicated, in-house technical recruiter — someone who can walk in and immediately own the full cycle recruiting for our engineering, product, and design teams, not just run playbooks handed down by someone else.
You'll partner directly with the founders, CTO, and engineering leaders to translate hiring needs into structured, repeatable processes across engineering, product, and design teams, run full-cycle searches yourself (including specialized roles), manage relationships with any external recruiting partners, and design, build, and implement the recruiting motion and operations — training, rubrics, scorecards — that enables our teams to hire consistently and well while upholding our talent bar as the company scales. This is a hands-on, individual-contributor-to-team-of-one role today.
Own full-cycle recruiting across engineering, product, and design teams — from role scoping and sourcing strategy through offer and close — including senior roles and specialized searches that require significant judgment and market fluency.
Design and run structured interview processes, including interviewer-specific guides, behavioral question banks, and scorecards mapped to role competencies — reducing bias and improving hiring signal.
Coach and train hiring managers and interviewers, building internal muscle memory so hiring quality doesn't depend solely on you.
Manage external recruiting partners and agencies where used, ensuring consistent candidate experience and process discipline across internal and external pipelines.
Own advanced outbound sourcing, with a demonstrated ability to identify and access hard-to-find, passive, and hard-to-reach candidates for niche or highly competitive roles — going well beyond inbound and standard database search.
Build and own sourcing strategy, including advanced Boolean/direct sourcing for hard-to-fill or competitive roles, and evaluate and deploy AI-powered tools to increase sourcing and pipeline efficiency.
Shape Allocate's talent and employer brand, developing the story, positioning, and candidate-facing materials that make Allocate compelling to the people we most want to hire.
Partner with the internal People team on talent and people operations, including how to build and optimize recruiting workflows, reporting, and process discipline that keep the function running smoothly as volume and complexity grow.
Champion an inclusive, high-integrity hiring process — from job description language through debrief calibration — as a founding value of how Allocate builds its team.
10+ years in talent acquisition, with direct experience owning recruiting across EPD functions (Engineering, Product, Data/Research, Design)
A track record designing and deploying structured interviewing practices — not just running them, but building the frameworks (behavioral question banks, scorecards, interviewer training) from scratch.
A proven, hands-on track record in outbound sourcing for hard-to-reach and hard-to-identify candidates — deep comfort with advanced Boolean search, creative sourcing channels, and market mapping to surface talent that isn't actively looking or easily found through standard tools.
Experience evaluating and deploying AI-powered sourcing and recruiting tools (and a desire to keep experimenting) to extend what a lean talent function can do
Experience managing or coordinating external recruiting partners/agencies alongside internal pipelines.
A track record building talent/employer branding and talent communities — proactive candidate pipelines and employer positioning that generate inbound interest and shorten future searches.
Experience building consistent, scalable talent operations — the workflows, reporting, and process infrastructure that keep a recruiting function scalable and consistent.
Comfort operating as a function of one in an early-stage environment — equally able to run a search personally and to design the systems that outlast any single search.
A demonstrated commitment to inclusive hiring practices and diverse candidate pipelines.
Experience with ATS selection, implementation, or migration is a strong plus.
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.
Hybrid Onsite in either the Palo Alto, CA or New York, NY locations
Travel may be required for company offsites
Broadband internet connection required
Location: All I-9 eligible candidates will be considered
Salary: $180,000 - 210,000 annually
Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
Employment: Full-time
The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis.
","descriptionPlain":"ABOUT ALLOCATE\n\nAllocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.\n\n\nTHE ROLE\n\nAllocate is hiring its first dedicated, in-house technical recruiter — someone who can walk in and immediately own the full cycle recruiting for our engineering, product, and design teams, not just run playbooks handed down by someone else.\n\nYou'll partner directly with the founders, CTO, and engineering leaders to translate hiring needs into structured, repeatable processes across engineering, product, and design teams, run full-cycle searches yourself (including specialized roles), manage relationships with any external recruiting partners, and design, build, and implement the recruiting motion and operations — training, rubrics, scorecards — that enables our teams to hire consistently and well while upholding our talent bar as the company scales. This is a hands-on, individual-contributor-to-team-of-one role today.\n\n\nWHAT YOU'LL DO\n\n - Own full-cycle recruiting across engineering, product, and design teams — from role scoping and sourcing strategy through offer and close — including senior roles and specialized searches that require significant judgment and market fluency.\n\n - Design and run structured interview processes, including interviewer-specific guides, behavioral question banks, and scorecards mapped to role competencies — reducing bias and improving hiring signal.\n\n - Coach and train hiring managers and interviewers, building internal muscle memory so hiring quality doesn't depend solely on you.\n\n - Manage external recruiting partners and agencies where used, ensuring consistent candidate experience and process discipline across internal and external pipelines.\n\n - Own advanced outbound sourcing, with a demonstrated ability to identify and access hard-to-find, passive, and hard-to-reach candidates for niche or highly competitive roles — going well beyond inbound and standard database search.\n\n - Build and own sourcing strategy, including advanced Boolean/direct sourcing for hard-to-fill or competitive roles, and evaluate and deploy AI-powered tools to increase sourcing and pipeline efficiency.\n\n - Shape Allocate's talent and employer brand, developing the story, positioning, and candidate-facing materials that make Allocate compelling to the people we most want to hire.\n\n - Partner with the internal People team on talent and people operations, including how to build and optimize recruiting workflows, reporting, and process discipline that keep the function running smoothly as volume and complexity grow.\n\n - Champion an inclusive, high-integrity hiring process — from job description language through debrief calibration — as a founding value of how Allocate builds its team.\n\n\nWHAT YOU BRING\n\n - 10+ years in talent acquisition, with direct experience owning recruiting across EPD functions (Engineering, Product, Data/Research, Design)\n\n - A track record designing and deploying structured interviewing practices — not just running them, but building the frameworks (behavioral question banks, scorecards, interviewer training) from scratch.\n\n - A proven, hands-on track record in outbound sourcing for hard-to-reach and hard-to-identify candidates — deep comfort with advanced Boolean search, creative sourcing channels, and market mapping to surface talent that isn't actively looking or easily found through standard tools.\n\n - Experience evaluating and deploying AI-powered sourcing and recruiting tools (and a desire to keep experimenting) to extend what a lean talent function can do\n\n - Experience managing or coordinating external recruiting partners/agencies alongside internal pipelines.\n\n - A track record building talent/employer branding and talent communities — proactive candidate pipelines and employer positioning that generate inbound interest and shorten future searches.\n\n - Experience building consistent, scalable talent operations — the workflows, reporting, and process infrastructure that keep a recruiting function scalable and consistent.\n\n - Comfort operating as a function of one in an early-stage environment — equally able to run a search personally and to design the systems that outlast any single search.\n\n - A demonstrated commitment to inclusive hiring practices and diverse candidate pipelines.\n\n - Experience with ATS selection, implementation, or migration is a strong plus.\n\n\nESSENTIAL VALUES & CULTURE\n\n - Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.\n\n - Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\n - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\n - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\n - Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\n - Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.\n\n\n\n\nADDITIONAL DETAILS\n\n - Hybrid Onsite in either the Palo Alto, CA or New York, NY locations\n\n - Travel may be required for company offsites\n\n - Broadband internet connection required\n\n - Location: All I-9 eligible candidates will be considered\n\n - Salary: $180,000 - 210,000 annually\n\n - Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)\n\n - Employment: Full-time\n\n\n\nThe base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis."}],"apiVersion":"1"}