Director, Recruiter & Referral Partnerships

Altruist • Dallas, TX

6d

About The Position

Altruist is hiring a Director, Recruiter & Referral Partnerships to own its recruiter and referral partner network and turn it into a repeatable source of growth. The role sits on the Client Development team and focuses on advisor-recruiting and transition-consulting firms, as well as the broader RIA ecosystem of industry organizations, consultants, and platforms.

The Director will manage partners from selection through funded assets, build relationships that generate advisor introductions, and ensure introductions are routed, followed up, tracked, and reported. The role also manages referral agreements and payouts, equips partners to recommend Altruist, coordinates referred advisors’ transitions, and represents the company at relevant industry events. Year-one success includes productive recruiter partners, introductions from a wider range of ecosystem partners, funded referred AUM, acquisition costs in line with targets, and accurate partner payouts and channel reporting.

Requirements

• 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 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, with comfort using CRM tracking and channel reporting.
• Clear communication and ability to work across Sales, Finance, Legal, and Operations.

Responsibilities

• Own Altruist's recruiter and referral partner channel end-to-end, from choosing partners through funded assets.
• Build and manage a roster of advisor-recruiting and transition-consulting firms.
• Add new partners based on lead quality, fit with Altruist's ideal advisor profile, and acquisition cost.
• Build and grow 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.
• Turn partner relationships into a steady flow of 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, establish follow-up standards, and close the loop with partners on every introduction.
• Coordinate with Onboarding and Transitions so referred advisors have a smooth move to Altruist.
• Track every referral 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

• 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 for each employee.
• Company perks program, including discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program, including counseling on navigating debt, tracking personal spend, saving and planning goals, and home-purchasing preparedness.
• One month work from anywhere policy, with the exception of a few countries.
• Competitive total compensation and a bonus program for eligible roles.
• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.

What This Job Offers

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