Job Overview
Location
Remote
Job Type
Full-time
Category
Marketing
Date Posted
June 21, 2026
Full Job Description
đź“‹ Description
- • Build and run a scalable, always-on outbound motion to generate consistent, qualified conversations for the Director of Advisor Recruiting, owning the top of the funnel end to end without handling calls, objections, or closures.
- • Strengthen sequencing, enrichment, and data quality across outbound campaigns to ensure predictable, repeatable volume of qualified financial advisor leads.
- • Pressure-test and evaluate the current tech stack — including HubSpot, Clay, and FINTRX — and assess whether outbound execution tools like HeyReach and Smartlead are optimal or should be replaced.
- • Design and execute personalized-at-scale outreach across email and LinkedIn using Clay enrichment and HubSpot, ensuring messaging feels authentic and avoids generic mail-merge tone.
- • Write cold outreach that drives replies by applying nuanced understanding of what constitutes true personalization versus superficial customization.
- • Own the metric of booked meetings, reporting weekly on performance, cutting underperforming tactics, and collaborating with the Head of Marketing to evolve the outbound strategy.
- • Identify and resolve data quality issues that hinder outbound volume and accuracy, ensuring the system produces reliable, high-quality leads week over week.
- • Operate with autonomy to optimize processes without a predefined playbook, making data-driven decisions to improve conversion rates and efficiency.
- • Stay fluent in the modern outbound tech ecosystem, including AI-powered enrichment and automation tools, and proactively recommend improvements based on performance and scalability.
- • Partner closely with the Director of Advisor Recruiting to align outreach targeting with recruiter needs and ensure the pipeline meets scaling demands as the company grows.
- • Maintain transparency and accountability in reporting outcomes, focusing on steady, sustainable volume rather than one-off spikes in meeting bookings.
- • Contribute to a culture of integrity, transparency, and high performance by working cross-functionally with advisory, engineering, tax, and operations teams.
- • Support Compound Planning’s mission to prepare for the $84 trillion wealth transfer by ensuring the advisor recruiting engine scales efficiently and effectively.
🎯 Requirements
- • Fluency in modern outbound stack including HubSpot, Clay, FINTRX, HeyReach, and Smartlead
- • Proven ability to write cold outreach that drives replies and avoids generic automation
- • Comfort owning and optimizing a key metric (booked meetings) without a predefined playbook
- • Experience building scalable, data-driven outbound systems with strong focus on enrichment and data quality
- • AI-native mindset with ability to evaluate and recommend tooling changes in the outbound ecosystem
- • Early-career professional ready to step into a player-coach role with growth potential
🏖️ Benefits
- • Direct access to co-founder and CEO
- • Work alongside driven cross-functional teams in advisory, engineering, tax, and operations
- • Opportunity to shape the demand engine for a high-growth AI-powered wealth management firm
- • Culture of integrity, transparency, and accountability
- • Role with clear path to owning growth for the entire advisor recruiting motion
- • Impact on a mission-driven company preparing for the $84 trillion wealth transfer
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Compound Planning, Inc.
Compound Planning provides modern wealth management solutions to founders, business owners, professionals, retirees, and families. They focus on delivering impactful results for their clients, such as optimizing stock option exercises and increasing investment returns through access to private opportunities. Compound Planning emphasizes providing peace of mind, ensuring clients can maintain their desired lifestyle in retirement and secure their family's financial future. Compound Planning manages over $4 billion in assets under management (AUM) for its clients. The company also provides resources such as investment research and tax consulting services.
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