--- title: 'GTM Engineer, Advisor Recruiting at Compound Planning, Inc.' canonical: 'https://feeny.ai/job/gtm-engineer-advisor-recruiting-compound-planning-inc-remote-gkbmjfdf4rhk' type: 'job' last_seen: '2026-09-11' --- # GTM Engineer, Advisor Recruiting at Compound Planning, Inc. - **Company:** Compound Planning, Inc. - **Location:** Remote - **Compensation:** $85k–$100k - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-06-18 - **Last confirmed live:** 2026-09-11 - **Apply:** https://jobs.ashbyhq.com/compound/ea671c11-4246-422a-95d7-6b021f163dd0 ## Job description ## Overview We're Compound Planning — a high-growth AI-powered wealth management firm managing $5B+ for clients across 50+ financial advisors, and named one of America's Top RIAs by Forbes for 2025. We grow by bringing great financial advisors onto our platform, and this role exists to keep our recruiting team's calendar full of the right conversations. Here's the role in plain terms. You'll build and run an always-on outbound motion that puts qualified financial advisor conversations in front of our Director of Advisor Recruiting. You own the top of the funnel end to end - finding the right financial advisors, reaching them in a way that actually feels personal, and generating interest. You don't run the calls, handle objections, or close. That's the recruiting team's job. Yours is to fill their pipeline and keep it full. The system already exists - HubSpot, Clay, and FINTRX anchor it, and we're running outbound through tools like HeyReach and Smartlead today - but it’s time for a dedicated owner. The foundation is solid. The work is getting outbound running at reliable, repeatable volume - and bringing a sharp eye to whether we've even got the right tools for the job. If you like taking a system that's most of the way there and getting it to hum, you'll have a good time here. ## What you'll do - Drive consistent, predictable outbound volume — the lever that turns into a steady flow of meetings — by strengthening sequencing, enrichment, and the data quality behind it. - Pressure-test the tooling. HubSpot, Clay, and FINTRX are core; the outbound execution tools are open for debate. Know the ecosystem well enough to tell us where we're using the right tool and where we should switch. - Build and run personalized-at-scale outbound across email and LinkedIn — currently via Smartlead and HeyReach, powered by Clay enrichment and HubSpot. - Write outreach that earns replies and doesn't read like a mail merge — automated personalization that actually lands. - Own the booked meetings number. Report on what's working, cut what isn't, and partner with the Head of Marketing on where the motion goes next. You're probably a fit if - You're AI-native and know the modern outbound stack cold (Clay, HubSpot, and the email/LinkedIn execution tools) — fluent enough to judge what's worth keeping and what should be swapped out. You'd rather build leverage than grind manual lists. - You have real taste for cold messaging — you know the difference between personalized and "personalized." - You're comfortable owning a number and figuring it out, not waiting for a playbook. - You're early in your career but ready to step up — this is a player-coach seat with a path to owning growth for the recruiting motion: the demand engine that keeps our recruiters' calendars full as the team scales. ## Nice to have - Fluency in the B2B wealth management / RIA / advisor recruiting world. Not required — we can teach the domain faster than the craft. ## How we'll measure you - First 90 days: get outbound running at consistent, predictable volume — fixing the data issues that hold it back — so it produces a steady weekly flow of qualified financial advisor conversations for our recruiting team. - Ongoing: qualified, accepted meetings booked, week over week — steady volume and quality, not one-off spikes. Reporting Reports to the Head of Marketing and works hand in glove with the Director of Advisor Recruiting, with direct access to our co-founder and CEO. What It’s Like to Work at Compound Compound operates with integrity, communicates with transparency, and takes accountability seriously. You’ll work closely with driven colleagues across functions - advisory, engineering, tax, and operations - who hold themselves, and each other to a high bar. It’s a culture built for people who want to move fast, build something that lasts, and all aligned around a shared mission. The $84 trillion wealth transfer happening over the next few decades will reshape the financial landscape. Compound is building for that future - and the GTM Engineer, Advisor Recruiting will be a key player in shaping how we get there. ## 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) - [Senior Director, Investments](https://feeny.ai/job/senior-director-investments-compound-planning-inc-remote-s0awv4xax95g) - [Chief Compliance Officer](https://feeny.ai/job/chief-compliance-officer-compound-planning-inc-remote-a17h3vy30716) - [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)