Compound Planning is a high-growth digital family office with over $5B in AUM. We serve entrepreneurs, professionals, and retirees through a combination of personalized financial advice and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future, one grounded in rigor, client trust, and operational excellence.
Today, content drives most of our growth: roughly 10K monthly visitors, 100 signups, and dozens of advisory intro meetings a month. The next stage of Compound's growth needs a measurable, multi-channel system that turns that attention into funded client relationships and brings great advisors onto our platform.
We want a Senior Manager to Senior Director level. Growth Marketing operator, who will own that system and its numbers. You will report directly to the CEO and partner closely with content, product, and revops.
What You'll OwnClient Growth
Compound's full-funnel growth model, from first touch to signup, advisor intro, funded client, and retained relationship
Targets for pipeline, conversion, acquisition cost, payback, and revenue
New acquisition channels beyond organic content, including paid, client referrals, and partnerships with centers of influence
Lifecycle strategy that turns signups into clients and deepens relationships with existing ones
Advisor Growth
Scaling the demand engine that brings experienced financial advisors to Compound, and the pipeline it delivers to our recruiting team
Measurement
Attribution and growth analytics, with support from revops, so every channel's impact on revenue is visible and trusted
A track record of scaling customer acquisition, with revenue growth you can point to
Strong quantitative skills: you think in conversion rates, acquisition cost, payback, and lifetime value, and you work directly in the data
A technical mindset: comfortable with data tools, automation, and AI, and at ease working alongside engineers
Experience starting channels and programs from zero, not only running ones that already existed
Hands-on across the full funnel, and comfortable in founder-led environments where growth leaders are expected to execute, not just direct
Clear, direct communication with a founder: crisp updates, honest numbers, and firm recommendations
Fintech, wealth management, or financial services experience is a plus, but not required
This role suits a builder: a hands-on growth operator who wants to design the next phase of Compound's growth engine and own its results. It is not a fit for someone whose growth wins came mainly from hiring large teams and agencies.
You'll have a direct line to the CEO, real ownership of the numbers, and the mandate to own Compound's growth engine.
Skills Required
- Track record of scaling customer acquisition with demonstrable revenue growth
- Strong quantitative skills, including conversion rates, acquisition cost, payback, and lifetime value analysis
- Comfort with data tools, automation, and AI
- Ability to work effectively alongside engineers
- Experience starting marketing channels and programs from zero
- Hands-on experience across the full marketing funnel
- Ability to execute in a founder-led environment
- Clear, direct communication with founders and ability to provide data-driven recommendations
- Fintech, wealth management, or financial services experience
What We Do
Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.
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