Director, Recruiter & Referral Partnerships

Altruist • Los Angeles, CA

7d

About The Position

Altruist is hiring a Director, Recruiter & Referral Partnerships to own and grow its recruiter and referral partner network as a repeatable source of business growth. The role sits on the Client Development team and focuses on managing advisor-recruiting and transition-consulting firms, building relationships across the broader RIA ecosystem, and ensuring advisor introductions are tracked and followed through to funded assets.

The Director will recruit and manage partners, negotiate and administer referral agreements, educate partners about Altruist’s offering, coordinate referrals with Sales, Onboarding, Transitions, Finance, Legal, and Operations, and report on pipeline, conversion, AUM, payouts, and partner ROI. The role also represents Altruist at industry events and conferences.

Requirements

• 3–5 years of experience 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 practice-management advisors, broker-dealer transition consultants, and TAMP and outsourced-CIO platforms.
• Strong understanding of the RIA, wealth management, asset management, custody, or investment technology ecosystem.
• 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.
• Organized, metrics-driven approach and comfort with CRM tracking and channel reporting.
• Clear communication skills and ability to work across Sales, Finance, Legal, and Operations.

Responsibilities

• Own the recruiter and referral partner channel end-to-end, from partner selection through funded assets.
• Build and manage a roster of advisor-recruiting and transition-consulting firms, adding partners based on lead quality, fit with Altruist’s ideal advisor profile, and acquisition cost.
• Build relationships across the wider RIA ecosystem, including industry organizations, custodian-conversion consultants, RIA M&A and practice-management advisors, broker-dealer transition consultants, and TAMP and outsourced-CIO platforms, and turn those relationships into advisor introductions.
• Manage referral agreements with Finance and Legal, including AUM-based payout terms, measurement windows, and true-ups.
• Train partners on Altruist’s offering, the firms it serves best, and how it compares with other custodians.
• Run referral intake and routing to Sales, set follow-up standards, and close the loop with partners on every introduction.
• Coordinate with Onboarding and Transitions to ensure referred advisors have a smooth move to Altruist.
• Track referrals in the CRM from introduction to funded assets, manage partner payouts, and report on pipeline, conversion, AUM, and partner ROI.
• Represent Altruist at industry conferences, association events, and recruiter gatherings to grow the network.

Benefits

• 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 with discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program, including counseling on debt, personal spending, saving and planning goals, and home-purchasing preparedness.
• One month work-from-anywhere policy, with the exception of a few countries.
• Bonus program for eligible roles.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed