Director, Recruiter & Referral Partnerships

The opportunity

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. Altruist grows through a network of partners who introduce advisors to our platform. 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. Around it is a wider ecosystem of industry organizations, consultants, and platforms that shape where advisors go next.

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.

Your impact

• 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 M&A and practice-management advisors; broker-dealer transition consultants; and TAMP and outsourced-CIO platforms. Turn those 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.
• 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.
• Coordinate with Onboarding and Transitions so referred advisors have a smooth move to Altruist.
• Track every referral in our 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.

What you bring

• 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.
• A strong understanding of the RIA, wealth management, asset management, custody, or investment technology ecosystem.
• 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.
• Clear communication and the ability to work across Sales, Finance, Legal, and Operations.

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.
• Accurate, on-time partner payouts and one trusted view of channel results.