Director, Recruiter & Referral Partnerships
Core
Own the end-to-end recruiter and referral partner channel to drive advisor introductions and funded assets for an AI wealth management platform.
Role type
Director, Business Development & Partnerships
Builds
A repeatable growth engine via advisor-recruiting firms, industry organizations, and transition consultants.
Domain
Wealth Management / Financial Services / Advisor Recruiting
Required skills
Relationship management, negotiation, CRM tracking, channel reporting, ecosystem knowledge (RIA, wirehouses, custodians), metrics-driven approach.
Preferred skills
Experience with FPA, XYPN, NAPFA, TAMP, outsourced-CIO platforms, advisor transitions.
Technologies
CRM systems
Responsibilities
Manage recruiter partners and build relationships across the RIA ecosystem, negotiate referral agreements, run referral intake and routing, track pipeline and payouts, represent the company at industry events.
Seniority
Director, strategic ownership & team management
