
51 - 200 employees
💸 Finance
💳 Fintech
💰 $25M Series B on 2022-01
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.
🔥 0 minutes ago
Where this job comes from
Posted on Compound's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

51 - 200 employees
💸 Finance
💳 Fintech
💰 $25M Series B on 2022-01
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.
• Own Compound's full-funnel growth model from first touch through signup, advisor introduction, funded client, and retained relationship • Set targets for pipeline, conversion, acquisition cost, payback, and revenue • Develop acquisition channels beyond organic content, including paid, client referrals, and partnerships • Build lifecycle strategies that convert signups into clients and deepen existing relationships • Scale the demand engine bringing experienced financial advisors to Compound • Own the advisor pipeline delivered to the recruiting team • Lead attribution and growth analytics with RevOps support • Report directly to the CEO and partner with content, product, and RevOps • Design and own the next phase of Compound's growth engine and its results
• Track record of scaling customer acquisition with demonstrable revenue growth • Strong quantitative skills, including conversion rates, acquisition cost, payback, and lifetime value • Comfortable with data tools, automation, AI, and working alongside engineers • Experience starting channels and programs from zero • Hands-on experience across the full funnel • Comfortable working in founder-led environments and executing directly • Clear, direct communication with founders • Fintech, wealth management, or financial services experience is a plus, but not required
• Equity • Remote work arrangement
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