Compound
Finance • Fintech
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
Director of Advisor Recruiting
Job not on LinkedIn
4 hours ago
Compound
Finance • Fintech
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
📋 Description
• Own Compound’s nationwide advisor recruiting strategy • Build trust with advisory teams and guide them through exploration, due diligence, and transition planning • Improve and maintain a clear, structured recruiting process • Develop and expand Compound’s presence within advisor networks and centers of influence • Collaborate with leadership and cross-functional teams to ensure smooth transitions • Represent Compound as a knowledgeable, credible partner with seasoned advisors
🎯 Requirements
• 5–7+ years of experience in sales roles or financial services • Proven success leading advisors/advisory teams through structured decision processes • Hands-on experience managing both protocol and non-protocol breakaways • Deep understanding of independent advisory firms, including business models, client expectations, and common breakaway considerations • Strong relationship-building instincts • High energy and clear communication • Strategic mindset with the discipline to manage a robust pipeline
🏖️ Benefits
• Offers Equity • Offers Commission
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