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.

Ensure accuracy, completeness, and integrity of investment data before delivery to clients.

Act as point of contact for questions related to investor portal access, data processing, and reporting.

Identify and implement opportunities to improve operational efficiency, reduce errors, and enhance client experience.

Qualifications & Skills

Plus if

Essential Values & Culture

Extreme Client Service

Relentless Problem Solving

Additional Details

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.