Director, Recruiter & Referral Partnerships

Altruist•Dallas, TX

About The Position

Altruist is hiring a Director, Recruiter & Referral Partnerships to own its recruiter and referral partner channel as the company grows its wealth-management platform. The role sits on the Client Development team and focuses on building a repeatable source of growth through advisor-recruiting and transition-consulting firms, as well as relationships throughout the broader RIA ecosystem. The Director will manage partner relationships from selection and onboarding through advisor introductions and funded assets. The position includes developing referral agreements, training partners on Altruist’s offering, coordinating referral intake and follow-up with internal teams, and tracking channel performance, conversions, assets, and partner returns. The Director will also represent Altruist at industry events. Success is measured by productive partners, qualified introductions, funded advisor AUM, acquisition costs, accurate partner payouts, and reliable channel reporting.

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 using 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 selecting partners 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 broader 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 generate 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.
Manage referral intake and routing to Sales, establish follow-up standards, and close the loop with partners on every introduction.
Coordinate with Onboarding and Transitions to support a smooth transition for referred advisors.
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 partner network.

Benefits

Premium healthcare insurance plans (HMO and PPO).
Dental insurance plans (HMO and PPO).
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 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 exceptions for a few countries.
Competitive total compensation and a bonus program for eligible roles.