Allocate

The Junior Freelance Graphic Designer will create polished digital assets and well-structured presentation decks for the marketing team. This includes designing visuals for various marketing channels and maintaining brand consistency across all designs. | Candidates should have 1-2 years of graphic design experience and strong proficiency with design tools like Figma and Adobe Creative Suite. Excellent attention to detail and the ability to follow design direction are essential. | Freelance Graphic Designer (Junior Level) Reports to: Marketing Team Type: Contract / Freelance Who We Are Allocate is the intelligent operating system for private market investing. We build modern, modular tools for wealth advisory firms and institutional family offices so they can source, build, and manage private portfolios with confidence, clarity, and scale. We believe in doing things thoroughly—delivering excellent design, excellent service, and solving problems with creativity and rigor. About the Role We’re seeking a detail-oriented and design-savvy Junior Freelance Graphic Designer to support our marketing team with the creation of polished digital assets and well-structured presentation decks. This role is ideal for a freelancer with a strong visual eye, excellent formatting discipline, and a desire to work in a high-quality, fast-paced environment. What You’ll Be Doing Design digital assets for marketing use, including visuals for social media, email, paid ads, and website content. Build and format high-quality presentation decks (Google Slides, PowerPoint, Figma Buzz) for internal and external use. Maintain brand consistency across all designs, working within established brand guidelines and templates. Support light template updates, asset clean-up, and visual consistency reviews. Iterate on feedback quickly and communicate clearly with marketing team stakeholders. Help ensure all visuals are optimized for platform use (resolution, dimensions, file formats). Qualifications 1–2 years of graphic design experience (freelance, internship, or part-time experience welcome). Strong proficiency with design tools such as Figma, Adobe Illustrator, Photoshop, and either Google Slides or PowerPoint. Excellent attention to detail—especially in layout, spacing, typography, and formatting. Able to follow design direction and brand guidelines with precision. Strong communication and organizational skills; can work independently and meet deadlines. Bonus: Basic familiarity with Canva, or content management tools. Preferred / Nice to Have Some experience creating assets for social media, email, or digital marketing campaigns. Exposure to print production workflows (file prep, proofing). Basic skills or interest in motion or animation (GIFs, simple video graphics). Experience in a startup or fast‑moving environment. Familiarity with adapting brand systems across multiple digital platforms. A portfolio that demonstrates clean, modern, professional design work—particularly decks or digital visuals. Compensation Hourly rate: $30–$55/hr, depending on experience, portfolio strength, and location. Engagement type: Freelance, project-based with potential for ongoing work. Fully remote, with flexibility on hours as long as deadlines are met.

You will lead core initiatives across Allocate's marketing and revenue stack to improve execution, alignment, and insight. Responsibilities include managing and optimizing marketing systems and evolving lifestyle marketing infrastructure. | The role requires 4-6+ years of hands-on experience managing marketing technology platforms in a high-growth context. Strong technical fluency and proven ability to scale martech in a B2B or fintech environment are essential. | Marketing Automation & Systems Lead Location: Palo Alto, CA; New York, NY; or Remote Compensation: $100-140k base + bonus + equity Employment: Full-time 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 We’re hiring a Marketing Automation & Systems Lead to architect and scale the martech systems that power Allocate’s go-to-market engine. This mid- to senior-level role is ideal for a hands-on builder ready to own and evolve a modern marketing stack that fuels growth, tightens sales alignment, and improves performance visibility. This isn’t just a systems management role—it’s a chance to shape how Allocate measures success and drives revenue. You’ll work across marketing, sales, product, design, engineering, and leadership to ensure the infrastructure supports strategic goals and scales efficiently. Backed by a clear vision and collaborative team, you’ll have the autonomy and support to build what’s needed—and the responsibility to make it better over time. This is a unique opportunity to join a fast-growing fintech platform at an inflection point. If you’re excited to build the systems that power the next generation of private market investing, we’d love to talk. What You’ll Be Doing You’ll lead core initiatives across our marketing and revenue stack to improve execution, alignment, and insight. Responsibilities include: Managing and optimizing Allocate's marketing systems - including HubSpot, Salesforce, Webflow, Brevo, and Google Analytics - for campaign execution, data flow, and full-funnel visibility Evolving lifestyle marketing infrastructure: workflows, segmentation, lead routing, attribution, and reporting Partnering with cross-functional teams to align systems with strategic business goals Supporting website and campaign operations through enhancements, tagging, and analytic configuration Ensuring system hygiene, documentation, and compliance with privacy standards (e.g., GDPR, CAN-SPAM) Leading special projects: platform evaluations, data migrations, new tool implementations, and process improvements Qualifications 4–6+ years of hands-on experience managing and integrating marketing technology platforms in high-growth, SaaS or fintech context Strong technical fluency across martech systems and data integrations into a unified revenue system Proven ability to scale martech in a high-growth SaaS or fintech context Ability to independently optimize workflows and documentation while collaborating with cross-functional stakeholders Proficiency in HTML/CSS basics, UTM tagging, and digital tracking best practices Project management skills and clear communication in fast-paced, iterative settings A mindset rooted in problem solving and a commitment to excellent internal service preferred (but not required) Deep working knowledge of HubSpot, Salesforce, Webflow, and Google Analytics Experience scaling martech in a B2B or fintech environment Familiarity with Brevo or similar email platforms Interest in helping shape broader marketing operations strategy as systems evolve The base pay offered will be determined based on the candidate’s experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range; however, from time to time, it may occur on a case-by-case basis. This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.