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Allocate

Lead Product Manager, AI & Data Intelligence

Palo Alto Office (Hybrid) · 3 months ago

HybridFull-time

$190,000 to $230,000 a year

About the job

ABOUT ALLOCATE Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for discovering, accessing, and managing private market investments. Today that means 350+ wealth advisory firms, 1,500+ GP relationships, and over $5 billion in platform assets, and we are scaling fast. ABOUT THE ROLE You will own the intelligence layer of Allocate: the AI systems that turn raw private markets documents and data into insight clients trust and act on. The raw material is some of the messiest data in finance: capital account statements, fund documents, cash flow notices, unstructured PDFs...