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 just opened its new Palo Alto Headquarters office, and we’re now hiring an Office Manager to lead operations at our new office. We need a proactive, resourceful professional who can operate independently, anticipate needs, and help build a productive, warm, and high-performance workplace. This role will be foundational to establishing a consistent Allocate experience across offices as our team grows.

Why Allocate?

Allocate is the leading institutional platform powering access to top-tier private market opportunities for RIAs, private banks, and family offices. Our mission is to bring institutional-grade diligence, access, and portfolio construction capabilities to the private wealth ecosystem.

We operate at the intersection of private markets investing and wealth, partnering with sophisticated investors and fund managers. With the recent opening of our Palo Alto Headquarters, we are focused on delivering a best-in-class internal and external client experience. Our team values extreme client service, relentless problem solving, humility, and a bias toward action. This role reports to the Co-Founder, Chief Experience Officer.

What You’ll Do

• Own the Palo Alto office experience end-to-end: Be the first point of contact for our Allocate colleagues, guests, and partners, ensuring every interaction reflects Allocate’s professionalism, warmth, and hospitality. Manage all daily operations with independence and care.

• Drive office culture and team connection: Design and execute in-office/remote events, cultural moments, and rituals that strengthen collaboration and reflect Allocate’s values as the team grows.

• Manage facilities and operational infrastructure: Oversee all aspects of the office environment—including technology coordination, maintenance, vendor relationships, supplies, meal orders, and intercom—while building scalable operational systems to support a rapidly growing team.

• Own budget and vendor management: Manage office budgets, negotiate with vendors, track expenses, and make informed decisions that balance cost efficiency with a high-quality workplace experience.

• Enable team productivity and reduce friction: Anticipate team needs and proactively remove operational blockers, coordinating meals, managing conference room technology, ensuring meeting readiness, and solving logistical challenges quickly and effectively.

• Partner cross-functionally to enhance the Allocate experience: Work closely with People Ops, Finance, IT, and leadership on onboarding, workplace policies, communications, and broader operational initiatives.

• Provide Executive Assistant support to CEO/CXO (approx. 25-30%): Support our CEO/CXO with calendar management, meeting scheduling, travel coordination, and preparation/follow-up for internal and external meetings.

• Enable executive effectiveness: Anticipate executive needs, manage priorities, and handle sensitive information with professionalism and discretion, ensuring seamless communication with internal and external stakeholders.

What We’re Looking For

• 3–4+ years of experience in office management, operations, hospitality, or workplace experience—ideally in a high-growth or fast-paced setting.

• Prior executive support experience, including calendaring, scheduling, and workflow coordination.

• Warm, polished, and professional demeanor aligned with Allocate’s high-touch culture.

• Proactive, self-directed, and service-oriented, with the ability to anticipate needs before they arise.

• Strong judgment and discretion, especially when working with leadership or confidential information.

• Adaptability and calm under pressure, with comfort navigating shifting priorities.

• Dependability and flexibility, including support for events or operational needs outside standard hours as required.

Additional Details

• Location: Palo Alto, CA. Must be able to work in-office 4 days a week.

• Salary Range: 30-40$/hr
  
  

  • 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.

• Employment: Contract to Hire

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.