United States onlyCompound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees with a powerful combination of personalized financial advisory and a proprietary technology platform.
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
- Strong relationship-building instincts
