Allocate
Overview
Fund & IR Operations Senior Associate
role at
Allocate . The role is focused on the development, servicing and management of Allocate’s client relationships across all product lines. This role reports to the Director of Fund & IR Operations.
Take the next step in your career now, scroll down to read the full role description and make your application. Responsibilities
Work alongside the Relationship Management (RM) team to manage the client pipeline Assist clients in processing subscriptions, transfers, and account maintenance Collaborate with legal personnel to ensure investors are compliant with required regulations such as AML/KYC Perform educational demos to onboard clients Manage and nurture relationships with new and existing clients Gain in-depth understanding of product offerings to support the RM team Assist in the development of new processes to further automate workflows Partner with the Product and Engineering team to implement enhancements that support client growth Coordinate internally (Legal, Finance, Product, Operations, and Engineering teams) to appropriately respond to inbound requests and questions Other responsibilities determined based on capacity, skill, and interest Qualifications
3-4+ years of applicable alternative asset management or private wealth management industry experience required FINRA Registrations Series 7, 63 preferred Advanced working knowledge of CRM programs Strong client service orientation with the ability to manage multiple, competing priorities Exemplary oral, written and interpersonal communication skills 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: We constantly question things to determine how a viable idea may be put into motion. Commitment to continuous improvement: We push ourselves up the learning curve daily. Meritocracy, not politics: We value results and merit over political agendas or behavior. Civil Discourse is embraced: Open, intellectually curious conversations are required to arrive at the best decisions, with respect and the goal of getting the right answer collectively. Additional Details
Location: Palo Alto, CA Salary Range: $100-120k base salary + equity Discretionary bonus eligibility at year-end if employed and in good standing Benefits: Medical, dental, vision, responsible time off (RTO), 401k Employment type: Full-time Compliance: Role subject to Allocate's Code of Ethics and related obligations The base pay offered 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 a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range; however, from time to time, it may occur on a case-by-case basis.
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Fund & IR Operations Senior Associate
role at
Allocate . The role is focused on the development, servicing and management of Allocate’s client relationships across all product lines. This role reports to the Director of Fund & IR Operations.
Take the next step in your career now, scroll down to read the full role description and make your application. Responsibilities
Work alongside the Relationship Management (RM) team to manage the client pipeline Assist clients in processing subscriptions, transfers, and account maintenance Collaborate with legal personnel to ensure investors are compliant with required regulations such as AML/KYC Perform educational demos to onboard clients Manage and nurture relationships with new and existing clients Gain in-depth understanding of product offerings to support the RM team Assist in the development of new processes to further automate workflows Partner with the Product and Engineering team to implement enhancements that support client growth Coordinate internally (Legal, Finance, Product, Operations, and Engineering teams) to appropriately respond to inbound requests and questions Other responsibilities determined based on capacity, skill, and interest Qualifications
3-4+ years of applicable alternative asset management or private wealth management industry experience required FINRA Registrations Series 7, 63 preferred Advanced working knowledge of CRM programs Strong client service orientation with the ability to manage multiple, competing priorities Exemplary oral, written and interpersonal communication skills 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: We constantly question things to determine how a viable idea may be put into motion. Commitment to continuous improvement: We push ourselves up the learning curve daily. Meritocracy, not politics: We value results and merit over political agendas or behavior. Civil Discourse is embraced: Open, intellectually curious conversations are required to arrive at the best decisions, with respect and the goal of getting the right answer collectively. Additional Details
Location: Palo Alto, CA Salary Range: $100-120k base salary + equity Discretionary bonus eligibility at year-end if employed and in good standing Benefits: Medical, dental, vision, responsible time off (RTO), 401k Employment type: Full-time Compliance: Role subject to Allocate's Code of Ethics and related obligations The base pay offered 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 a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range; however, from time to time, it may occur on a case-by-case basis.
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