Implementation Specialist

About Allocate

Allocate is the intelligent operating system for private market investing. We equip wealth advisory firms and institutional family offices with modern infrastructure to seamlessly source, build, and manage high-quality private portfolios - delivering efficiency, insight, and scale for their clients and themselves.

• Our platform 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 the successful client onboarding and ongoing services for our clients. The ideal candidate is a highly organized project manager in heart with a 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 into the Head of Insights Operations. 

Key Responsibilities

• Client Onboarding

• Lead and manage implementation projects, 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.
• Lead and manage implementation projects, 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.
• Ensure accuracy, completeness, and integrity of investment data before delivery to clients. 
• Collaborate with the data operations team to resolve discrepancies.
• 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.
• 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, 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. Whether supporting investors, partners, or colleagues, we take ownership until the issue is resolved – always aiming to simplify, not complicate.

Relentless Problem Solving

• We don’t stop at identifying challenges, we work through them. Our mindset is “How do we make this work?” not “Why it won’t.” Every obstacle is an opportunity to improve, innovate, and deliver solutions that move us forward.

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
• 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.
• 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.

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.