Compound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology. Backed by Y Combinator, a16z and South Park Commons.
About the role
Compound Planning is a high-growth digital family office with over $5B in AUM. We serve entrepreneurs, professionals, and retirees through a combination of personalized financial advice 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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- A track record of scaling customer acquisition, with revenue growth you can point to
- Strong quantitative skills: you think in conversion rates, acquisition cost, payback, and lifetime value, and you work directly in the data
- A technical mindset: comfortable with data tools, automation, and AI, and at ease working alongside engineers
- Experience starting channels and programs from zero, not only running ones that already existed
- Hands-on across the full funnel, and comfortable in founder-led environments where growth leaders are expected to execute, not just direct
- Clear, direct communication with a founder: crisp updates, honest numbers, and firm recommendations
More about this role
Compound Planning is a high-growth digital family office with over $5B in AUM. We serve entrepreneurs, professionals, and retirees through a combination of personalized financial advice 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.
Today, content drives most of our growth: roughly 10K monthly visitors, 100 signups, and dozens of advisory intro meetings a month. The next stage of Compound's growth needs a measurable, multi-channel system that turns that attention into funded client relationships and brings great advisors onto our platform.
We want a Senior Manager to Senior Director level, Growth Marketing operator, who will own that system and its numbers. You will report directly to the CEO and partner closely with content, product, and revops.
Compound's full-funnel growth model, from first touch to signup, advisor intro, funded client, and retained relationship
Targets for pipeline, conversion, acquisition cost, payback, and revenue
New acquisition channels beyond organic content, including...
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