Director, Recruiter & Referral Partnerships
Core
Own Altruist's recruiter and referral partner channel end-to-end, from choosing partners through funded assets.
Role type
Director, Recruiter & Referral Partnerships
Builds
A repeatable source of growth via advisor-recruiting firms, industry organizations, and consultants
Domain
Wealth management, financial services, RIA ecosystem
Deliverable
client delivery
Required skills
Relationship management, negotiation, CRM tracking, channel reporting, understanding of advisor transitions from wirehouses/broker-dealers to independent RIAs
Preferred skills
Experience with FPA, XYPN, NAPFA, custodian-conversion consultants, RIA M&A, practice-management advisors, TAMP, outsourced-CIO platforms
Technologies
CRM
Responsibilities
Manage recruiter partners day-to-day, build relationships across the RIA ecosystem, manage referral agreements with Finance and Legal, run referral intake and routing to Sales, coordinate with Onboarding and Transitions, track referrals and manage partner payouts, represent Altruist at industry events
Seniority
Director, strategic ownership & team management
