Sales Director

Compound

3 months ago

3.7 on Glassdoor

Remote

Full Time

Director

8 applicants

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About this role

The Sales Director at Compound Planning is responsible for leading the recruitment strategy for breakaway advisors and RIA teams across the U.S., managing outreach, pipeline development, and long-term relationship cultivation. This senior role involves navigating complex recruiting and sales cycles, guiding advisory teams through decision processes, and collaborating with cross-functional teams to ensure smooth transitions. The position requires strong strategic instincts and deep knowledge of independent advisory firms to enhance Compound's market presence and leverage advisor feedback for growth initiatives.

Skills

About Compound

withcompound.com

Compound 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.