ABOUT ALLOCATE.
Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.
THE ROLE
Allocate is looking for its first people partner - someone who can help build our people and talent function from 0-to-1. You come ready to design and lead key people and talent operations processes, initiatives, and programs that support our team members throughout their entire journey at Allocate.
This role is ideal for candidates who thrive in ambiguity, enjoy systems thinking to solve operational and organizational challenges, and can connect people initiatives to measurable business outcomes You are both a strategic thought partner and a hands-on operator—equally comfortable creating a strategic plan and roadmap of how people initiatives support the business and rolling up your sleeves to follow through on the day-to-day tactical and operational work to support our employees and keep Allocate running smoothly.
WHAT YOU’LL DO
- Help define the roadmap on how we build the People and Talent organization from the ground up that not only align to the top line business goals for the company, but also support our team members throughout their entire lifecycle at Allocate.
- Design and lead strategic people initiatives that support the major milestones throughout the employee lifecycle, including ongoing learning programs, rewards and recognition, talent planning, and engagement.
- Translate key metrics and team feedback into actionable insights and recommendations to inform leaders on the health of the organization, employee engagement, and retention strategies. You’ll also use the feedback and insights to iterate on people initiatives to better address the needs of our team members throughout their journey at Allocate as well as the needs of the business.
- Help architect and implement the HR tech stack and ecosystem across talent and people operations, which includes HRIS, ATS, performance management tools, onboarding software, compensation, and benefits platform.
- Evaluate internal processes and workflows to identify opportunities to automate, improve operational efficiency, ensure data integrity, and enhance employee self-service that is scalable and supports Allocate’s continued growth across multiple geographies.
- Build repeatable, scalable processes and workflows that ensure a seamless, smooth, and exceptional team member experience throughout the full, end-to-end employee lifecycle - starting with talent operations to ensure a seamless candidate experience to new hire onboarding, orientation, and becoming a high performing team member.
- Work closely with managers as a trusted advisor on people issues, team effectiveness, and how to navigate and resolve issues with sound judgment and empathy. You’ll also help support our employees to resolve top of mind issues (such as leaves, benefits, etc.).
WHO YOU ARE
- Experience: 8+ years of progressive HR/People experience with at least 5+ years operating in dedicated People Ops Lead in a fast-paced, high growth startup environment and 3+ years as an HR Business Partner/People Partner.
- 0-to-1 Track Record: Proven track record of building both people and talent/recruiting operations processes and workflows from scratch. Experience designing, building, and leading people programs and initiatives throughout the entire employee lifecycle - especially onboarding/new hire initiatives, talent development, engagement, etc. during periods of significant growth. Proven ability to translate complex initiatives into clear narratives, priorities, and actionable next steps.
- HR Systems expertise: Deep familiarity with modern HR and Recruiting platforms and tools (e.g., Ashby, TriNet, Rippling, CultureAmp, Complete, Lattice, Vanta, etc.). Experience leading an RFP for HRIS evaluations…