Director, Recruiter & Referral Partnerships

The role

The Director, Recruiter & Referral Partnerships will own the recruiter and referral partner channel end-to-end. This person will manage recruiter partners, build relationships across the RIA ecosystem, and track channel performance from introduction to funded assets.

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 including counseling on debt, spending, saving, and home-purchasing.

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 optimize resources.