Sales Director

Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees with 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.

We’re hiring a Sales Director to lead outreach and relationship development with breakaway advisors and RIA teams across the country. This is a senior role for someone who has already spent years navigating the nuances of complex recruiting and sales cycles and may have significant experience with protocol and non-protocol transitions, understands what matters most to financial advisors serving HNW clients, and knows how to manage a thoughtful, multi-step decision process.

You’ll own the entire advisor recruitment engine - from first conversation to transition planning - working closely with our growth team and senior leadership. This role requires strong strategic instincts, exceptional communication skills, and a consistent ability to build trust with experienced advisory professionals. You’ll represent Compound in the market, deepen our presence across industry communities, and help shape the future of our growth.

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  Own Compound’s nationwide advisor recruiting strategy, managing outreach, pipeline development, and long-term relationship cultivation.

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  Build trust with advisory teams and guide them through exploration, due diligence, and transition planning.

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  Improve and maintain a clear, structured recruiting process that keeps candidates engaged and moving forward.

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  Develop and expand Compound’s presence within advisor networks, conferences, custodians, and centers of influence.

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  Collaborate with leadership and cross-functional teams (Marketing, Operations, Legal) to ensure smooth transitions for incoming advisors.

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  Bring market intelligence and advisor feedback back to leadership to help shape future product, service, and growth initiatives.

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  Represent Compound as a knowledgeable, credible partner in conversations with seasoned advisors considering a new home for their practice.

• 5–7+ years of experience in sales roles or financial services, ideally in roles that work directly with advisory firms (RIA recruiting, RIA M&A, sales & trading, wholesaling, insurance distribution, custodian relationship management, or similar).

• Proven success leading advisors/advisory teams through structured decision processes and landing high-quality commitments.

• Hands-on experience managing both protocol and non-protocol breakaways.

• Deep understanding of independent advisory firms, including business models, client expectations, and common breakaway considerations.

• Strong relationship-building instincts, with a long-term, consultative approach to business development.

• High energy, clear communication, and the ability to operate independently in a fast-growing, constantly evolving environment.

• Strategic mindset with the discipline to manage a robust pipeline and keep multiple conversations moving at once.

Compound operates with integrity, communicates with transparency, and takes accountability seriously. You’ll work closely with driven colleagues across functions - advisory, engineering, tax, and operations - who hold themselves, and each other to a high bar. It’s a culture built for people who want to move fast, build something that lasts, and all aligned around a shared mission.

The $84 trillion wealth transfer happening over the next few decades will reshape the financial landscape. Compound is building for that future - and the Sales Director will be a key player in shaping how we get there.