--- title: 'Head of Content at Compound Planning, Inc.' canonical: 'https://feeny.ai/job/head-of-content-compound-planning-inc-remote-xzpzs1zf6a7w' type: 'job' last_seen: '2026-09-11' --- # Head of Content at Compound Planning, Inc. - **Company:** Compound Planning, Inc. - **Location:** Remote - **Compensation:** $140k–$170k - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-09-10 - **Last confirmed live:** 2026-09-11 - **Apply:** https://jobs.ashbyhq.com/compound/eb178dea-c027-4887-a3fb-cb0cade27deb ## Job description ## Overview Compound Planning is a high-growth digital family office with over $5B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory 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. Content is Compound's primary driver of organic growth — roughly 10K monthly visitors, 100 signups, and dozens of advisory intro meetings a month flow through it today, and it's now the backbone for every new channel we're testing, from digital ads to advisor recruiting. As Marking Content Lead, you will own and scale that engine end to end: strategy, production, agencies, and distribution — giving the Head of Marketing leverage to focus on growth experiments, new channels, and the initiatives that move Compound toward profitability. This is not a junior writing role. You'll inherit a working system — The Manual, Compound Interests, Compound Conversations, public relations, social, and product marketing — and you're expected to run it with minimal oversight, write the highest-leverage pieces yourself, and push our agencies and partners already in place. You have final editorial say on what ships. ## What You'll Do Own the Content Engine - Take full editorial and operational ownership of The Manual, Compound Interests, Compound Conversations, public relations, brand/exec social, and product marketing - Set and drive content strategy — topics, themes, timing — in partnership with the Head of Marketing, who remains involved at the strategic level - Manage the compliance submission and approval workflow, and own publishing to the CMS and newsletter platform - Identify advisor subject-matter experts and turn their expertise into published content across formats Write the High-Leverage Work Yourself - Personally write email, landing pages, decks, and social copy where quality and speed matter most — without needing review cycles to ship - Build and defend a point of view on Compound's ICP and how advisors think, so content decisions don't require checking in Run Compound Conversations - Own topic and panelist selection, agenda-setting, and advisor coordination for the monthly series - Write landing page copy, hold advisors accountable for skeleton decks, and polish materials for delivery - Write and distribute email/social promotion to drive attendance - Build the derivative-content pipeline from event transcripts and recordings, and grow the series to new audiences and formats Manage Agencies and Partners - Own and optimize relationships with StoryArb and other growth/content partners — push on output, quality and strategy rather than manage logistics - Manage copy, PR, and ad agency relationships and improve their ROI - Own digital ad copywriting and creative review Scale What's Working - Increase output, consistency, and quality across formats without adding headcount-heavy overhead - Build the connective tissue between content and other functions — flagging where content-to-pipeline handoffs break down and partnering with RevOps to fix them - Own email lifecycle content, from onboarding sequences to reengagement campaigns ## What We're Looking For - Experience managing agencies (copy, PR, ads) and driving them without heavy hand-holding - Strong personal writing ability — you can produce polished emails, landing pages, decks, and social copy yourself, not just direct others who do - Background in wealth management or personal finance content (preferred, but not required); fintech familiarity a plus - A track record of owning a content function end-to-end — from strategy to production to distribution — with minimal oversight - Comfortable operating as the sole senior content voice in the org, with authority to make final editorial calls - Strong project management instincts — juggling a multi-format content calendar, agency relationships, and advisor coordination simultaneously - AI-Native The Opportunity This role suits a senior, scrappy content operator ready for full ownership of a content engine that's already working — not someone looking to build a content function from zero, and not someone who wants heavy strategic direction from above. You'll have real autonomy, a direct line to the Head of Marketing, and the mandate to take Compound's content flywheel from "working" to "compounding." ## 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. 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