Director, Recruiter & Referral Partnerships (Fintech)

Location: Los Angeles, CA; office spaces are also available in Culver City, CA, San Francisco, CA, and Dallas, TX.

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility, affordability, and outcomes of financial advice.

What you will do

• Own the recruiter and referral partner channel end-to-end, from partner selection through funded advisor assets.
• Build and manage relationships with advisor-recruiting firms, transition consultants, industry organizations, RIA advisors, broker-dealer consultants, TAMPs, and outsourced-CIO platforms.
• Manage referral agreements with Finance and Legal, including AUM-based payout terms, measurement windows, and true-ups.
• Train partners on hirify.global’s offering, ideal advisor profiles, and competitive positioning.
• Manage referral intake and routing to Sales, establish follow-up standards, and coordinate with Onboarding and Transitions.
• Track referrals in the CRM, manage partner payouts, report on pipeline, conversion, AUM, and partner ROI, and represent hirify.global at industry events.

Requirements

• 3–5 years of experience 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, NAPFA, custodian-conversion consultants, RIA M&A and practice-management advisors, broker-dealer transition consultants, and TAMP and outsourced-CIO platforms.
• Strong understanding of the RIA, wealth management, asset management, custody, or investment technology ecosystem.
• 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.
• Organized, metrics-driven approach with comfort using CRM tracking and channel reporting.
• Clear communication and ability to work across Sales, Finance, Legal, and Operations.

Culture & Benefits

• Values include kindness, humility, healthy debate, ownership, teamwork, focus, adaptability, and urgency.
• Amenity-filled offices designed for comfort, collaboration, and productivity.
• Premium HMO and PPO healthcare, dental, and vision insurance plans.
• 401(k) savings plan with a 4% match and immediate vesting.
• 16 weeks of paid parental leave after one year of employment.
• Professional development opportunities, employee mobility program, annual learning and development budget, company perks program, financial guidance program, and a one-month work-from-anywhere policy with exceptions for some countries.