Teams at Compound

Own Compound Planning’s full content engine, including editorial strategy, writing, publishing, PR, social, product marketing, events, lifecycle email, agency management, and distribution. The role requires independently producing high-impact content, making final editorial decisions, coordinating advisors and partners, managing compliance workflows, improving content-to-pipeline handoffs, and scaling successful programs across channels.

Leads alternative investment research, due diligence, monitoring, manager relationships, portfolio construction, and allocation frameworks across private and public markets. Chairs the Alternative Investment Subcommittee, contributes to ETF model portfolios and asset allocation, partners with advisors on complex client guidance, and collaborates with product, engineering, compliance, legal, and operations teams to build scalable investment processes and tools.

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.