Director, Recruiter & Referral Partnerships

Altruist • Los Angeles, CA

6d

About The Position

Altruist is hiring a Director, Recruiter & Referral Partnerships to own its recruiter and referral partner network and develop it into a repeatable source of growth. The role is part of the Client Development team and focuses on partnerships that introduce financial advisors to Altruist’s platform, including advisor-recruiting and transition-consulting firms and organizations across the broader RIA ecosystem.

The Director will manage recruiter partners, establish new relationships, and turn those relationships into advisor introductions. The role oversees the referral channel from partner selection through funded assets, including partner agreements, referral intake and routing, follow-up, CRM tracking, payout administration, and channel reporting. The Director will also coordinate with Sales, Finance, Legal, Onboarding, Transitions, and Operations, and represent Altruist at industry events.

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

Responsibilities

• Own Altruist’s 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 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, set follow-up standards, and close the loop with partners on every introduction.
• Coordinate with Onboarding and Transitions to support referred advisors’ moves 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

• Amenity-filled office spaces in Culver City, San Francisco, and Dallas.
• Competitive total compensation and a bonus program for eligible roles.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401(k) savings plan with a 4% match and immediate vesting.
• 16 weeks of paid parental leave after one year of employment.
• Professional growth and development opportunities, including an employee mobility program and 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, savings, planning goals, and home-purchasing preparedness.
• One-month work-from-anywhere policy, with exceptions for a few countries.

What This Job Offers

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