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altruist

2 days ago

Director, Recruiter & Referral Partnerships

Onsite · Dallas, TX Dallas, TX

client development

greenhouse

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AI TL;DR

Join Altruist's Client Development team to manage and grow our network of recruiter and referral partners. You'll play a key role in driving advisor introductions and enhancing our presence in the wealth management industry.

AI match

Solid listing · 60/100 against the market band on this page.

Interview prep for this job

  1. What would you ship in the first month as Director, Recruiter & Referral Partnerships at altruist?
  2. Which tradeoff in the description would you ask about first?
  3. How do you explain a production incident to this team?
  4. What would you measure in the first two weeks?
  5. Which part of your last project maps to this stack?

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Job description

Join Altruist's Client Development team to manage and grow our network of recruiter and referral partners. You'll play a key role in driving advisor introductions and enhancing our presence in the wealth management industry.

Details

  • Dallas, TX, work from office
  • 3–5 years in wealth management or financial services

The work

  • Own the recruiter and referral partner channel from selection to funded assets
  • Build and manage relationships with advisor-recruiting and transition-consulting firms
  • Track referrals in CRM and manage partner payouts
  • Represent Altruist at industry conferences and events