Allocate
Overview
Allocate is the intelligent operating system for private market investing. We equip wealth advisory firms and institutional family offices with modern infrastructure to source, build, and manage high-quality private portfolios, delivering efficiency, insight, and scale for clients and teams.
Allocate is the platform that addresses the fragmentation and complexity of private markets by offering a modular, end-to-end solution—one built for the next generation of investors, not the last. By combining deep industry knowledge with purpose-built technology, we’re creating a more streamlined, transparent, and accessible private investing experience.
About the Role Allocate is seeking an Implementation Specialist to play a critical role in ensuring successful client onboarding and ongoing services. The ideal candidate is a highly organized project manager with keen attention to detail and strong communication skills. This role will drive operational efficiency, streamline workflows, and enhance the overall client experience. This position reports directly to the Head of Insights Operations.
Responsibilities
Client Onboarding
Lead and manage implementation projects and onboarding workflows, ensuring seamless integration of client investment data into the platform.
Oversee all operational workflows related to data processing, investor portal access, and reporting to ensure timely and high-quality delivery.
Data Quality
Ensure accuracy, completeness, and integrity of investment data before delivery to clients.
Collaborate with the data operations team to resolve discrepancies.
Client Support
Act as point of contact for questions related to investor portal access, data processing, and reporting.
Provide Account Managers with updates for client-facing communications.
Process Optimization
Identify and implement opportunities to improve operational efficiency, reduce errors, and enhance client experience.
Work closely with product, engineering, and operations teams to enhance platform capabilities and resolve client issues.
Qualifications & Skills
3+ years of experience in project management, operations, or client services in wealth management or other financial services sectors.
Strong project management skills to coordinate stakeholders and drive execution.
Excellent communication, interpersonal, and problem-solving abilities.
Detail-oriented with the ability to prioritize and manage multiple projects.
Adaptable in fast-paced environments, with a proactive approach to operational challenges.
Comfortable with technology and proficiency in task management tools and CRM systems.
Plus if
Knowledge of investment data, portfolio reporting, and alternative investments (private equity, venture capital, real estate, hedge funds, etc).
Experience with SQL
Essential Values & Culture
Extreme Client Service We approach every interaction with urgency, clarity, and accountability. We take ownership until the issue is resolved, aiming to simplify rather than complicate.
Relentless Problem Solving We work through challenges with a mindset of "How do we make this work?"—every obstacle is an opportunity to improve and deliver solutions.
Additional Details
Location : Palo Alto, CA. Must be able to work in-office 4 days a week.
Salary Range : $80,000 - $110,000 base + equity + benefits
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.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States.
Seniority level
Associate
Employment type
Full-time
Job function
Other
Referrals increase your chances of interviewing at Allocate by 2x
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Allocate is the platform that addresses the fragmentation and complexity of private markets by offering a modular, end-to-end solution—one built for the next generation of investors, not the last. By combining deep industry knowledge with purpose-built technology, we’re creating a more streamlined, transparent, and accessible private investing experience.
About the Role Allocate is seeking an Implementation Specialist to play a critical role in ensuring successful client onboarding and ongoing services. The ideal candidate is a highly organized project manager with keen attention to detail and strong communication skills. This role will drive operational efficiency, streamline workflows, and enhance the overall client experience. This position reports directly to the Head of Insights Operations.
Responsibilities
Client Onboarding
Lead and manage implementation projects and onboarding workflows, ensuring seamless integration of client investment data into the platform.
Oversee all operational workflows related to data processing, investor portal access, and reporting to ensure timely and high-quality delivery.
Data Quality
Ensure accuracy, completeness, and integrity of investment data before delivery to clients.
Collaborate with the data operations team to resolve discrepancies.
Client Support
Act as point of contact for questions related to investor portal access, data processing, and reporting.
Provide Account Managers with updates for client-facing communications.
Process Optimization
Identify and implement opportunities to improve operational efficiency, reduce errors, and enhance client experience.
Work closely with product, engineering, and operations teams to enhance platform capabilities and resolve client issues.
Qualifications & Skills
3+ years of experience in project management, operations, or client services in wealth management or other financial services sectors.
Strong project management skills to coordinate stakeholders and drive execution.
Excellent communication, interpersonal, and problem-solving abilities.
Detail-oriented with the ability to prioritize and manage multiple projects.
Adaptable in fast-paced environments, with a proactive approach to operational challenges.
Comfortable with technology and proficiency in task management tools and CRM systems.
Plus if
Knowledge of investment data, portfolio reporting, and alternative investments (private equity, venture capital, real estate, hedge funds, etc).
Experience with SQL
Essential Values & Culture
Extreme Client Service We approach every interaction with urgency, clarity, and accountability. We take ownership until the issue is resolved, aiming to simplify rather than complicate.
Relentless Problem Solving We work through challenges with a mindset of "How do we make this work?"—every obstacle is an opportunity to improve and deliver solutions.
Additional Details
Location : Palo Alto, CA. Must be able to work in-office 4 days a week.
Salary Range : $80,000 - $110,000 base + equity + benefits
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.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States.
Seniority level
Associate
Employment type
Full-time
Job function
Other
Referrals increase your chances of interviewing at Allocate by 2x
#J-18808-Ljbffr