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Job description
Allocate Holdings Inc. in Palo Alto is seeking a Director of Limited Partner Relations & Servicing to lead a team that services over 4,000 investors. In this role, you will manage investor lifecycle processes from onboarding to ongoing inquiries, ensuring quality and responsiveness.
The ideal candidate will have 7+ years in financial services, experience managing teams, and a commitment to improving client experience. This leadership position offers a competitive salary range of $190–230k plus equity and comprehensive benefits including medical and 401k.
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Worksite address
palo alto, CA, 94306, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.