--- title: 'Senior Technical Project Manager at Allocate' canonical: 'https://feeny.ai/job/senior-technical-project-manager-allocate-remote-00akezcgfj4m' type: 'job' last_seen: '2026-09-07' --- # Senior Technical Project Manager at Allocate - **Company:** Allocate - **Location:** Remote - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-07-27 - **Last confirmed live:** 2026-09-07 - **Apply:** https://jobs.ashbyhq.com/allocate/5a321008-2fd4-476b-8d6b-7abe91c5e7b5 ## Job description Allocate is modernizing private markets, making alternative investments more accessible and streamlined for wealth advisory firms and family offices. Backed by leading firms and driven by a mission to remove barriers in private market investing, we leverage over 100 years of collective experience to transform the industry. We are building an AI-native product organization that moves extremely fast — from idea → prototype → client feedback → production in days, not months. To do that well, we need a force multiplier and builder. ## YOUR MISSION Increase the velocity of the product organization. You will sit at the center of product, engineering, design, and leadership — identifying friction, removing blockers, accelerating decisions, and compressing feedback loops so the team can move faster without losing quality. This is not a traditional project management role. Instead, you will operate as a technical operator inside the product organization, helping ideas move from concept to shipped product as quickly and smoothly as possible. You will work alongside makers — not above them. ## WHAT SUCCESS LOOKS LIKE Within your first few months, the team should feel noticeably faster. Work that used to take weeks happens in days. Blockers disappear before they slow the team down. Engineers, designers, and product managers spend more time building and less time coordinating. Leadership has visibility into what’s happening without needing constant status meetings. You identify friction in the system and remove it. You introduce tools, workflows, and habits that compound the team’s effectiveness over time. When something slows the team down, you don’t wait for permission to fix it. Your impact is simple: The team ships better products faster than before you joined. ## WHAT YOU’LL BE DOING Accelerate delivery - Drive rapid feedback loops between prototyping, client input, and production — compressing weeks into days. - Keep multiple parallel workstreams moving without creating bottlenecks or bureaucracy. - Identify what's blocking a maker and remove it — same day. - Keep leadership and key stakeholders informed with signal, not noise: what shipped, what's at risk, what needs a decision. Act as a force multiplier for the team - Create clarity and momentum in ambiguous environments. - Identify and surface risks and cross-team dependencies before they become problems. - Protect the team’s focus so builders can build. - Help the team prioritize the work that matters most right now. - Eliminate coordination overhead wherever possible. Be a builder - Treat process as a product — continuously improving it as the team evolves. - Use AI tools (Cursor, v0, Claude, etc.) to prototype, draft specs, generate briefs, and unblock the team. - Contribute directly to delivery rather than only coordinating others. - Continuously experiment with new AI tooling and share what works across the team. - Identify where AI can eliminate manual coordination overhead and implement it. Help scale the organization - Evolve tools and workflows as the team grows. - Build lightweight systems that improve alignment without slowing teams down. - Ensure distributed teams communicate effectively across time zones. - Continuously look for ways to increase the speed and effectiveness of the product organization. ## What You Bring This role is for you if you have: - Experience shipping real products in fast-moving startup environments; early-stage startup experience strongly preferred. - A maker mindset — you would rather prototype a solution than write a slide deck about it. - Strong familiarity with modern AI tooling and curiosity about how it changes how teams build software. - You are comfortable using AI tools in your daily workflow to improve productivity and coordination. - Strong judgment about when to move fast and when to slow down — and the credibility to call it either way. - The ability to hold context across business, product, design, and engineering without requiring rigid handoff processes. - Excellent communication skills — async-first, direct, and oriented toward decisions rather than status updates. - Comfort operating in ambiguity; you create structure rather than waiting for it. - High ownership and accountability — when something is stuck, you make it move. - Experience working with distributed teams. - A Bachelor’s degree. Studies in Computer Science, Engineering, Business, or a related field (or equivalent experience) would be helpful. THIS ROLE MAY NOT BE FOR YOU IF: - You prefer structured environments where responsibilities are narrowly defined — we are a start-up and roles flex to deliver business goals. - You are uncomfortable experimenting with AI tooling to improve how teams operate — we are AI-native and heavily leverage AI tools to accelerate growth. - You prefer well-defined roadmaps and long planning cycles — we are a nimble organization, and priorities change quickly. ## OUR VALUES & CULTURE: - Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications, is a top-tier client experience. - Challenge convention: Instead of detailing why an idea may not work, we constantly question things to determine how a viable idea may be implemented. - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve. - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior. - Civil Discourse is embraced: Open, intellectually curious conversations are required to make the best decisions. Respect is paramount in our dealings, but our mission is always to get the correct answer collectively. ## COMPENSATION, BENEFITS & OTHER DETAILS: - Location: Remote - Reports to the Lead Technical Project Manager - Base Salary Range: $155,000-$170,000 - 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. ## About Allocate ## Company Overview - **One-liner**: Allocate builds the operating system and infrastructure layer that connects wealth advisors and asset managers for private markets investing. - **Entity Type**: Private (Funding Stage: Series C – $60.8M total raised) - **Headquarters**: Palo Alto, California, United States - **Founded**: 2021 - **Founders**: Samir Kaji (Co-Founder, CEO & President) and Hana Yang (Co-Founder, CXO) ## Core Business - **Primary industry**: Financial Services / Private Markets Infrastructure - **Target customers**: Wealth advisory firms (RIAs from $500M to $250B+ in AUM) and institutional asset managers operating in the wealth channel. - **Mission or purpose**: To build the private markets operating system for the wealth channel – bringing an end-to-end institutional-grade solution around structure, controls, and reporting. ## Products & Services - **Allocate Platform (Operating System for Private Markets)**: A unified technology platform that handles subscriptions, capital flows, portfolio operations, and AI-powered workflows. Enables wealth advisors to curate opportunities, create white-labeled feeder vehicles, and track performance across their entire private markets program. - **Integration Layer**: Works alongside existing reporting platforms (e.g., major wealth advisor reporting systems) rather than replacing them, minimizing disruption and operational lift. - **AI-Powered Workflows**: Extracts data from fund documents, structures comparisons, and updates portfolios from manager reports automatically. - **Curated Investment Opportunities**: Allocate offers a vetted selection of private markets offerings that meet platform eligibility criteria, augmenting advisors’ own diligence efforts. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed - **Key Metric**: $4.5B+ assets on platform; 1,500+ private asset manager relationships; 370+ wealth advisory firms trust Allocate (as of mid-2026). Estimated annual revenue of $1.0M (per LinkedIn data – likely a proxy estimate; not officially confirmed). - **Total Funding**: $60.8M from institutional investors including top-tier VCs (specific lead investors not named in provided materials, but described as “long-term institutional investors”). - **Notable Investors/Partners**: Not individually listed in source, but backed by institutional investors; leadership includes alumni from First Republic, J.P. Morgan, SS&C, Carta, Morgan Stanley, Fidelity, AngelList. - **Growth Signals**: 73 employees as of 2026 (+16.7% YoY). Serving 370+ wealth advisory firms (up from 325+ at end of 2025, per February 2026 news). Co-founder Hana Yang named to Inc.’s 2026 Female Founders 500 List. Presence in Canada and Brazil. ## Competitive Advantages - **Dual-sided platform**: Serves both wealth advisors and asset managers – complete capital flow coordination rather than a one-sided tool. - **Infrastructure layer**: Focuses on automating manual processes (subscriptions, vehicle administration, portfolio tracking) that create bottlenecks in private markets. - **Integration-first approach**: Does not require replacement of existing reporting systems, reducing friction for adoption. - **Scale**: Built for firms from $500M to $250B+ in AUM, with institutional-grade compliance (SOC 2 Type II), role-based permissions, and audit trails. - **Founder expertise**: Samir Kaji (26 years in private markets, hosted “Venture Unlocked” podcast) and Hana Yang (15+ years, former Managing Director at First Republic, Kauffman Fellows) bring deep domain knowledge. ## Strategic Focus - Continue scaling the platform to capture the $3T projected wealth channel capital into private markets by 2029. - Deepen AI capabilities to automate repetitive fund document processing and portfolio updates. - Expand integration partnerships with major wealth advisor reporting platforms. - Grow relationship management team (open roles in RIA relationship management across East/West Coast) to onboard more advisory firms and asset managers. ## Why Work Here - **Culture**: Emphasizes “relentless problem-solving” and “extreme client service” – described as builders who care deeply about client experience, operational rigor, and systems thinking. - **Work Environment**: Flexible remote/hybrid policy (some roles fully remote, e.g., Information Security Lead; others based in Palo Alto office). Offers responsible time off (RTO) and comprehensive health, dental, and vision plans. - **Growth & Impact**: Join a fast-growing fintech with institutional backing and a clear mission to fix infrastructure in a huge market. 73 people scaling rapidly – opportunity to shape engineering, product, and operations. - **Diversity & Inclusion**: Co-founder Hana Yang is a prominent female leader in venture; the company likely values diverse perspectives (Women In Venture initiative founder). - **Benefits**: Parental & family leave, flexible work environment, and a focus on professional development. ## Sources 1. [allocate.co/about](https://allocate.co/about) 2. [allocate.co/careers](https://www.allocate.co/careers) 3. [allocate.co](https://allocate.co/?tpcc=NL_Marketing) 4. [linkedin.com/company/allocateco](https://www.linkedin.com/company/allocateco) 5. 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