Jobs at Compound

Build and run an always-on outbound motion to source qualified financial advisors. Own sequencing, enrichment, tooling evaluation (HubSpot, Clay, FINTRX, outreach tools), write high-performing outreach, book qualified meetings, and report/iterate with recruiting and marketing.

The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.

Design and develop high-quality applications, lead feature implementation, collaborate with cross-functional teams, and ensure scalable software solutions.

The Sales Director at Compound Planning will lead recruiting efforts for financial advisors, manage relationships, and improve the recruiting process while collaborating with cross-functional teams.

The Sales Development Representative will identify potential customers, drive meetings with advisors, and assist in the sales process while improving lead generation.

As a Wealth Advisor, you will guide clients in financial decisions, collaborate with tech teams, and innovate client solutions, leveraging significant experience with HNW individuals.