Director, Recruiter & Referral Partnerships

The role

The Director, Recruiter & Referral Partnerships will own the recruiter and referral partner channel from partner selection through funded assets. You will manage recruiter partners, build relationships across the RIA ecosystem, and track channel performance.

What you will do

• Own Altruist's recruiter and referral partner channel end-to-end.
• Build and manage a roster of advisor-recruiting and transition-consulting firms.
• Build and grow relationships across the wider RIA ecosystem.
• Manage referral agreements with Finance and Legal.
• Train partners on the Altruist offering and how it compares to other custodians.
• Run referral intake and routing to Sales.
• Coordinate with Onboarding and Transitions for referred advisors.
• Track referrals in CRM and manage partner payouts.
• Represent Altruist at industry conferences, association events, and recruiter gatherings.

Required qualifications

• 3–5 years in wealth management or financial services, with exposure to advisor recruiting, advisor transitions, partnerships, or business development.
• Relationships with advisor recruiting or transition consulting firms, or experience working with them at a custodian, broker-dealer, RIA, or aggregator.
• Established relationships across wealth management, investment, technology, and industry organizations, including FPA, XYPN, and NAPFA, as well as custodian-conversion consultants, RIA M&A and practic
• A strong understanding of the RIA, wealth management, asset management, custody, or investment technology ecosystem.
• An understanding of how advisors move from wirehouses and broker-dealers to the independent RIA model, including how they choose a custodian.
• Strong relationship management and negotiation skills.
• An organized, metrics-driven approach, with comfort using CRM tracking and channel reporting.
• Clear communication and the ability to work across Sales, Finance, Legal, and Operations.

Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• Competitive total compensation.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation.
• Company perks program including discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program.

About the company

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. They partner with financial advisors nationwide to help them grow and deliver outcomes for clients.