--- title: 'Growth Marketing (Sr Manager - Sr Director) at Compound Planning, Inc.' canonical: 'https://feeny.ai/job/growth-marketing-sr-manager-sr-director-compound-planning-inc-remote-pb8b3aagc7zd' type: 'job' last_seen: '2026-10-30' --- # Growth Marketing (Sr Manager - Sr Director) at Compound Planning, Inc. - **Company:** Compound Planning, Inc. - **Location:** Remote - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-10-28 - **Last confirmed live:** 2026-10-30 - **Apply:** https://jobs.ashbyhq.com/compound/1caa5504-4ce0-4664-a626-3bd922663e08 ## Job description ## Overview Compound Planning is a high-growth digital family office with over $5B in AUM. We serve entrepreneurs, professionals, and retirees through a combination of personalized financial advice and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future, one grounded in rigor, client trust, and operational excellence. Today, content drives most of our growth: roughly 10K monthly visitors, 100 signups, and dozens of advisory intro meetings a month. The next stage of Compound's growth needs a measurable, multi-channel system that turns that attention into funded client relationships and brings great advisors onto our platform. We want a Senior Manager to Senior Director level. Growth Marketing operator, who will own that system and its numbers. You will report directly to the CEO and partner closely with content, product, and revops. ## What You'll Own Client Growth - Compound's full-funnel growth model, from first touch to signup, advisor intro, funded client, and retained relationship - Targets for pipeline, conversion, acquisition cost, payback, and revenue - New acquisition channels beyond organic content, including paid, client referrals, and partnerships with centers of influence - Lifecycle strategy that turns signups into clients and deepens relationships with existing ones Advisor Growth - Scaling the demand engine that brings experienced financial advisors to Compound, and the pipeline it delivers to our recruiting team Measurement - Attribution and growth analytics, with support from revops, so every channel's impact on revenue is visible and trusted ## What We're Looking For - A track record of scaling customer acquisition, with revenue growth you can point to - Strong quantitative skills: you think in conversion rates, acquisition cost, payback, and lifetime value, and you work directly in the data - A technical mindset: comfortable with data tools, automation, and AI, and at ease working alongside engineers - Experience starting channels and programs from zero, not only running ones that already existed - Hands-on across the full funnel, and comfortable in founder-led environments where growth leaders are expected to execute, not just direct - Clear, direct communication with a founder: crisp updates, honest numbers, and firm recommendations - Fintech, wealth management, or financial services experience is a plus, but not required The Opportunity This role suits a builder: a hands-on growth operator who wants to design the next phase of Compound's growth engine and own its results. It is not a fit for someone whose growth wins came mainly from hiring large teams and agencies. You'll have a direct line to the CEO, real ownership of the numbers, and the mandate to own Compound's growth engine. ## About Compound Planning, Inc. ## Company Overview - **One-liner**: Compound Planning is a modern digital family office that provides integrated wealth management, tax, investment, and estate planning services for entrepreneurs, professionals, and families. - **Entity Type**: Private (Investor-backed) - **Headquarters**: New York, NY, United States - **Founded**: Not publicly available - **Founders**: Alex Farman-Farmaian (Co-Founder & CEO) ## Core Business - **Primary industries**: Wealth management, financial advisory, tax planning & filing, investment management, estate planning. - **Target customers**: B2C – entrepreneurs, tech professionals, retirees, and high-net-worth families in the United States. - **Mission**: “Compound helps entrepreneurs, professionals, retirees, and families achieve their financial goals. You can think of us as your family office — a single place to manage your taxes, investments, and borrowing.” [compoundplanning.com/faq](https://compoundplanning.com/faq) ## Products & Services - **Financial Planning & Goal Modeling**: Personalized multi-year financial plans built with proprietary software, covering IPO forecasting, retirement, estate, and diversification strategies. - **Tax Advising & Filing**: Specialized tax planning and filing for stock option exercise, charitable giving, and capital call tracking. - **Investment Management**: Public equities and alternative asset investing (venture capital, real estate, private equity, fixed income) with access to top custodians (Fidelity, Schwab). - **Estate Planning**: Assistance with trusts (e.g., GRATs), wealth transfer, and coordination with law firms. - **Borrowing Products**: Portfolio lines of credit, stock option financing, mortgages, and other loans. - **Philanthropic Planning**: Establishment of donor-advised funds (DAFs) and foundations. - **Document Management & Balance Sheet Tracking**: Centralized tracking and management of financial documents and net worth. *All services are delivered through a combination of a digital platform and dedicated human advisors.* ## Market Standing - **Valuation/Market Cap**: Not disclosed - **Key Metric**: $4.8 billion in regulatory assets under management (AUM) as of March 2026 (latest Form ADV filing). The company’s website cites “over $5 billion”. [rialytix.com](https://www.rialytix.com/crd/171787/compound-planning-inc) - **Notable Investors/Partners**: Greenoaks, Egon Durban, Lachy Groom, Y Combinator, and leaders from Goldman Sachs, Stripe, and Meta. [compoundplanning.com/faq](https://compoundplanning.com/faq) - **Growth Signals**: - 119 employees (up from 6 in the past 10 years, a +1,883% increase) - 8,708 client accounts and 25 offices across the U.S. - AUM grew from $100M to $4.8B over the same period (+4,709%) - Actively hiring across multiple roles, as shown by a dedicated careers page on Ashby. ## Competitive Advantages - **Digital Family Office Model**: Combines the personal touch of a trusted advisor with a modern, beautiful digital experience — addressing gaps left by robo-advisors and traditional private banks. - **No Minimum Asset Requirement**: Accessible to a wider audience than typical wealth management firms. - **Fiduciary Standard**: Legally obligated to prioritize client interests; all advisors are fiduciaries. - **Deep Tech/Equity Expertise**: Specialized knowledge in stock options, equity compensation, and tax strategies for technology professionals. - **Integrated Service Stack**: Taxes, investments, borrowing, estate planning – all under one roof, eliminating the need for multiple disconnected vendors. ## Strategic Focus - **Scaling the Platform**: Growing the advisor team and client base while maintaining high-touch service. - **Vertical Integration**: Continuing to add in-house capabilities (e.g., tax filing, borrowing) to reduce reliance on external partners. - **Technology-First Innovation**: Building proprietary modeling software and a cohesive digital experience to differentiate from traditional wealth managers. - **Hiring for Growth**: Emphasizing “kind and ambitious” talent across engineering, advisory, and operations roles, with a hybrid/remote-friendly culture. ## Why Work Here - **Culture**: Described as a team of engineers who understand equity modeling and financial advisers who follow Hacker News – a blend of technical rigor and genuine care for clients. - **Remote/Hybrid Policy**: Headquartered in New York with team members across North America and Europe; offices in California, Idaho, Iowa, New York, and Ohio. Supports flexible and distributed work. - **Notable Perks**: Opportunity to work on cutting-edge wealth management technology; influence over a rapidly growing platform; collaborative environment with low hierarchy. - **Engineering Culture**: Emphasis on building beautiful, purpose-built software; engineers are directly involved in solving complex financial planning problems. ## Sources 1. [compoundplanning.com](https://compoundplanning.com/) 2. [compoundplanning.com/company/about](https://compoundplanning.com/company/about) 3. [compoundplanning.com/faq](https://compoundplanning.com/faq) 4. [rialytix.com/crd/171787/compound-planning-inc](https://www.rialytix.com/crd/171787/compound-planning-inc) 5. [jobs.ashbyhq.com/compound](https://jobs.ashbyhq.com/compound) ## Other roles at Compound Planning, Inc. - [Head of Content](https://feeny.ai/job/head-of-content-compound-planning-inc-remote-xzpzs1zf6a7w) - [GTM Engineer, Advisor Recruiting](https://feeny.ai/job/gtm-engineer-advisor-recruiting-compound-planning-inc-remote-gkbmjfdf4rhk) - [Staff Software Engineer](https://feeny.ai/job/staff-software-engineer-compound-planning-inc-remote-f3s8zrrb32rd) - [SVP / VP Wealth Advisor](https://feeny.ai/job/svp-vp-wealth-advisor-compound-planning-inc-remote-1m2cktj8fqw2) - [Wealth Advisor](https://feeny.ai/job/wealth-advisor-compound-planning-inc-remote-7ss32vr2046b)