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.
#J-18808-LjbffrDirector, Investor Services & Scale in palo alto at Unknown Company
This position is listed as full time and onsite.