--- title: 'Senior Director, Investments at Compound Planning, Inc.' canonical: 'https://feeny.ai/job/senior-director-investments-compound-planning-inc-remote-s0awv4xax95g' type: 'job' last_seen: '2026-09-11' --- # Senior Director, Investments at Compound Planning, Inc. - **Company:** Compound Planning, Inc. - **Location:** Remote - **Compensation:** $150k–$175k - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-08-28 - **Last confirmed live:** 2026-09-11 - **Apply:** https://jobs.ashbyhq.com/compound/fa410d0c-3e46-46fc-997e-b63cd542d627 ## Job description ## Overview Compound Planning is a high-growth digital family office with over $4B 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. As a Senior Director, Investments, you will own alternatives - public/private due diligence, portfolio construction, and translating investment thinking into guidance advisors can actually use with clients. ## What You'll Do Lead Alternatives - Own research, due diligence, and monitoring across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers - Chair the Alternative Investment Subcommittee — agendas, diligence, recommendations, follow-through - Manage manager relationships; recommend based on source of return, portfolio role, structure, liquidity, fees, and client value Help Shape the Platform - Build frameworks for allocation sizing, liquidity, diversification, and pacing alongside traditional investments - Sit on the Public Markets Subcommittee; contribute to ETF-based model portfolios and asset allocation decisions - Work with Engineering/Product on how investment intelligence is delivered through internal tools Partner with Advisors - Serve as investment partner to Wealth Advisors on portfolio construction and complex client conversations - Build scalable frameworks and education so advisors at any experience level can use alternatives well Cross-Firm Collaboration - Work with CIO, Investment Committee, Alternative Investment Subcommittee, Public Markets Subcommittee - Coordinate with Compliance/Legal on regulatory requirements, Operations/Trading on implementation ## What We're Looking For - 7+ years relevant investment experience (RIA, multi-family office, OCIO, consultant, allocator, or asset manager) - Direct alternatives due diligence experience + strong public markets/ETF/asset allocation knowledge - Track record presenting to an Investment Committee - Direct advisor/client-facing experience — and enjoys it - Strong quant/qual analysis and communication skills - Comfortable building process in ambiguity, across functional lines - Bachelor's required; CFA/CAIA preferred (or in progress) - Nice to have: Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar; familiarity with AI-enabled investment tools (no dev skills required) Our Investment Philosophy We favor investments with understandable sources of return and a clear role in the portfolio — durable principles over market narratives. Alternatives matter when used deliberately, always in the context of the client's full financial picture. The Opportunity This role suits an experienced investment professional ready for real ownership: direct CIO partnership, influence over both alternative and public-market strategy, and a hand in building one of the industry's most thoughtful investment platforms. We're looking for a fundamental thinker, clear communicator, and builder. ## 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) - [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)