Cashiering Platform & Operations Analyst
Compound
About this role
Compound Planning is a rapidly expanding fintech-enabled Registered Investment Advisor (RIA) seeking a skilled Cashiering Platform & Operations Analyst. The role focuses on modernizing and enhancing cash management functions through system implementation, process design, and operational oversight within a regulated environment.
Skills
Qualifications
About Compound
withcompound.comCompound Planning is a modern investment management firm that delivers personalized wealth management solutions for entrepreneurs, professionals, retirees, and families. The company combines a world-class advisory team with innovative technology to provide comprehensive services, including financial planning, tax consulting, and asset management. With over $4 billion in assets under management, Compound Planning is known for its commitment to helping clients achieve their financial goals and navigate the complexities of wealth management. Their goal-oriented approach ensures tailored strategies that reflect individual needs and circumstances.
Recent company news
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3 weeks ago
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About Compound
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Compound.
Salary
$60k – $90k
per year