Sales Director

About us:

Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

About this role:

We're looking for a senior business development executive or RIA recruiter, who has a proven track record of navigating protocol and non-protocol breakaway teams and individuals. This person will execute and improve the firm’s existing recruitment process working with the founders and reporting directly to one of the co-founders. This person will be expected to develop strong relationships with advisory teams and support them through the transition planning process, while continuing to manage a pipeline of relationships. This role covers the entire United States and travel will be expected.

You should have:

• 5-7 years experience in financial services, including experience working with advisory firms such as a wholesaling role, insurance role, custodian role, breakaway recruiting role, or other related RIA M&A role

• Demonstrated success in driving advisory groups to a decision through a defined process

• A strong understanding of investment advisers and their clients’ needs

You should be:

• Self-starting, with the ability to work independently

• High energy

• Strategically focused and business-minded

• Comfortable in a high-growth environment and at ease with change

Working at Compound

Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize to protect your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.

Compound Planning is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.