Overview
Compound is a wealth management platform for people from leading technology companies.
We’re looking for a motivated and personable Sales Development Representative (SDR) to join our Membership team. You will spend each day talking to potential members about the benefits of Compound. You’ll also spend time on your own finding creative ways to bring in more members.
What You’ll Do:
Identify potential customers and research their financial needs
Drive customer meetings for financial advisors through outbound emails and phone calls
Identify the needs of prospects, and suggest appropriate resources and next steps
Facilitate the experience through our sales funnel, ensuring client needs are met as they’re connected with Financial Advisors, tax professionals, and other members of our team
Conduct ad hoc projects that improve Compound's lead generation playbook
Required Competencies and Skills:
Strong written and verbal communication skills
Openness to coaching and training
A self-starter with strong organizational skills and attention to detail
Demonstrated ability to work collaboratively with a team
Proficient in Salesforce and other relevant sales tools
Experience in wealth management and personal finance
Experience working directly with high-net worth individuals, preferred
Why You’ll Love Working at Compound:
Remote-first team
Amazing team culture of supportive, kind, and smart colleagues
Competitive salary and equity packages, plus health and life insurance and 401k.
Paid vacation, sick time off, parental leave, and other leave options
Disclaimers:
The Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Skills Required
- Strong written and verbal communication skills
- Openness to coaching and training
- Strong organizational skills and attention to detail
- Ability to work collaboratively with a team
- Proficient in Salesforce and other relevant sales tools
- Experience in wealth management and personal finance
- Experience working directly with high-net worth individuals
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.
