Sales Director
Leads advisor recruiting strategy and multi-step negotiations to recruit breakaway advisors and RIA teams nationwide.
- Remote
- Full Time
- Min. 5 YOE
Compound Planning targets founders, business owners, professionals, retirees, and families with modern wealth management services. The firm emphasizes measurable outcomes, such as tax-efficient stock-option exercises and improved investment access through private opportunities. It combines advisory support with a digital platform that enables clients to track net worth and plan for retirement, liquidity events, and long-term goals. The solution is designed to serve high-net-worth individuals seeking holistic financial planning, tax optimization, and diversification through private-market opportunities.
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Leads advisor recruiting strategy and multi-step negotiations to recruit breakaway advisors and RIA teams nationwide.
Lead nationwide advisor recruiting strategy, manage outreach and pipeline to convert breakaway advisors and RIAs into long-term partnerships.
Lead feature delivery and end-to-end ownership of scalable software solutions in a FinTech context.
Wealth advisor advising HNW+ clients; collaborates with tech to innovate platform and improve planning tools.
Advises high-net-worth clients, collaborates with tech team to enhance planning tools and deliver holistic financial solutions.