Altruist

Altruist

Director, Recruiter & Referral Partnerships

Dallas, TX · Director

Sponsorship not specifiedDetected 1 day ago
CRMNegotiationM&ACommunicationCollaboration

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Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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Files H-1B transfers

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About the role

  • Altruist is in the midst of an exceptional growth phase and we're excited to hire a Director, Recruiter & Referral Partnerships to join our Client Development team.
  • At the center are advisor recruiting and transition consulting firms that work with breakaway teams leaving wirehouses or broker-dealers, as well as with firms evaluating a custody change.
  • This channel has already produced closed business.

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 such as FPA, XYPN, and NAPFA; custodian-conversion consultants; RIA
  • Manage referral agreements with Finance and Legal, including AUM-based payout terms, measurement windows, and true-ups.
  • Make Altruist the platform partners recommend. Train them on our offering, the firms we serve best, and how we compare with other custodians.
  • Run referral intake and routing to Sales, set follow-up standards, and close the loop with partners on every introduction.
  • Track every referral in our CRM from introduction to funded assets, manage partner payouts, and report on pipeline, conversion, AUM, and partner ROI.
  • We're hiring a Director to own this partner network and turn it into a repeatable source of growth.
  • You'll manage our recruiter partners day-to-day, build relationships across the broader RIA ecosystem, ensure every introduction is followed up and tracked, and clearly show what the channel delivers.
  • Build and manage a roster of advisor-recruiting and transition-consulting firms.

Requirements

  • 3-5 years in wealth management or financial services, with exposure to advisor recruiting, advisor transitions, partnerships, or business development.
  • A strong understanding of the RIA, wealth management, asset management, custody, or investment technology ecosystem.
  • Clear communication and the ability to work across Sales, Finance, Legal, and Operations.
  • 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.
  • 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.
  • How we'll measure success in year one
  • Active recruiter partners producing qualified introductions every quarter.
  • New introductions from industry organizations, consultants, and platform partners beyond recruiting firms.
  • Referred advisor AUM funded at Altruist.
  • Acquisition cost per dollar of AUM is in line with targets.

Compensation

  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.

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.
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).

Company info

  • We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all.
  • But first, our values Kindness - Kindness doesn't just equal niceness.
  • Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard.
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This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.