Sales Director

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Compound

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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.

51 - 200 employees

💸 Finance

💳 Fintech

💰 $25M Series B on 2022-01

📋 Description

• Own Compound’s nationwide advisor recruiting strategy, managing outreach, pipeline development, and long-term relationship cultivation. • Build trust with advisory teams and guide them through exploration, due diligence, and transition planning. • Improve and maintain a clear, structured recruiting process that keeps candidates engaged and moving forward. • Develop and expand Compound’s presence within advisor networks, conferences, custodians, and centers of influence. • Collaborate with leadership and cross-functional teams (Marketing, Operations, Legal) to ensure smooth transitions for incoming advisors. • Bring market intelligence and advisor feedback back to leadership to help shape future product, service, and growth initiatives. • Represent Compound as a knowledgeable, credible partner in conversations with seasoned advisors considering a new home for their practice.

🎯 Requirements

• 5–7+ years of experience in sales roles or financial services • Proven success leading advisors/advisory teams through structured decision processes and landing high-quality commitments. • 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, with a long-term, consultative approach to business development. • High energy, clear communication, and the ability to operate independently in a fast-growing, constantly evolving environment. • Strategic mindset with the discipline to manage a robust pipeline and keep multiple conversations moving at once.

🏖️ Benefits

• Offers Equity • Offers Commission