Compound
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.
GTM Engineer, Advisor Recruiting
🕒 June 18
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Compound
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.
📋 Description
• Drive consistent, predictable outbound volume • Pressure-test the tooling • Build and run personalized-at-scale outbound across email and LinkedIn • Write outreach that earns replies • Own the booked meetings number
🎯 Requirements
• AI-native and know the modern outbound stack cold (Clay, HubSpot, and email/LinkedIn execution tools) • Real taste for cold messaging • Comfortable owning a number and figuring it out • Early in your career but ready to step up
🏖️ Benefits
• Offers Equity • Offers Commission
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