Senior Technical Project Manager

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