Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory 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.
As a Senior Director, Investments, you will own alternatives - public/private due diligence, portfolio construction, and translating investment thinking into guidance advisors can actually use with clients.
What You'll DoLead Alternatives
Own research, due diligence, and monitoring across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers
Chair the Alternative Investment Subcommittee — agendas, diligence, recommendations, follow-through
Manage manager relationships; recommend based on source of return, portfolio role, structure, liquidity, fees, and client value
Help Shape the Platform
Build frameworks for allocation sizing, liquidity, diversification, and pacing alongside traditional investments
Sit on the Public Markets Subcommittee; contribute to ETF-based model portfolios and asset allocation decisions
Work with Engineering/Product on how investment intelligence is delivered through internal tools
Partner with Advisors
Serve as investment partner to Wealth Advisors on portfolio construction and complex client conversations
Build scalable frameworks and education so advisors at any experience level can use alternatives well
Cross-Firm Collaboration
Work with CIO, Investment Committee, Alternative Investment Subcommittee, Public Markets Subcommittee
Coordinate with Compliance/Legal on regulatory requirements, Operations/Trading on implementation
7+ years relevant investment experience (RIA, multi-family office, OCIO, consultant, allocator, or asset manager)
Direct alternatives due diligence experience + strong public markets/ETF/asset allocation knowledge
Track record presenting to an Investment Committee
Direct advisor/client-facing experience — and enjoys it
Strong quant/qual analysis and communication skills
Comfortable building process in ambiguity, across functional lines
Bachelor's required; CFA/CAIA preferred (or in progress)
Nice to have: Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar; familiarity with AI-enabled investment tools (no dev skills required)
Our Investment Philosophy
We favor investments with understandable sources of return and a clear role in the portfolio — durable principles over market narratives. Alternatives matter when used deliberately, always in the context of the client's full financial picture.
The Opportunity
This role suits an experienced investment professional ready for real ownership: direct CIO partnership, influence over both alternative and public-market strategy, and a hand in building one of the industry's most thoughtful investment platforms. We're looking for a fundamental thinker, clear communicator, and builder.
Skills Required
- 7+ years of relevant investment experience in an RIA, multi-family office, OCIO, consultant, allocator, or asset manager
- Direct alternatives due diligence experience
- Strong public markets, ETF, and asset allocation knowledge
- Track record presenting to an Investment Committee
- Direct advisor or client-facing experience
- Strong quantitative and qualitative analysis skills
- Strong communication skills
- Ability to build processes in ambiguous, cross-functional environments
- Bachelor's degree
- CFA or CAIA certification, or progress toward one
- Experience with Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar tools
- Familiarity with AI-enabled investment tools
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.
