Managing Director, Sales & Advisor Recruiting - Remote

Overview

Compound Planning, an SEC registered investment advisor with over $2B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

We are hiring an experienced executive to lead growth as our Managing Director, Sales & Advisor Recruiting. In this role, you will play a crucial part in ensuring the company's advisor recruiting program while also participating with leadership in moving our strategic plan forward. You know the wealth management industry is ripe for change, and you want to be part of the journey.

In Short

• Lead and grow a high caliber sales organization
• Develop and implement a strategic plan to attract high-caliber financial advisors
• Lead efforts to identify, attract, and engage prospective advisors
• Oversee the end-to-end recruitment process
• Build and maintain strong relationships with prospective advisors
• Stay informed on industry trends and competitive recruiting practices
• Partner with marketing to enhance the firm’s brand as an employer of choice
• Establish and monitor KPIs related to recruiting efforts
• Ensure compliance with relevant regulations and company policies

Requirements

• Experience leading a team through complex sales and/or deal cycles
• Excellent communication, interpersonal, and leadership skills
• Demonstrated ability to work cross-functionally and innovate
• Comfort working in a fast-paced start-up / technology-centric environment
• Ability to translate ambiguous circumstances into clear, actionable next steps

Benefits

• Work culture designed to maximize effectiveness
• Exceptional teammates who want to help you succeed
• Opportunity to manage significant wealth transfer in the coming decades