Senior Director, Investments

Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through 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, one grounded in rigor, client trust, and operational excellence.

As a Senior Director, Investments, you will own alternatives - public/private due diligence, portfolio construction, and translating investment thinking into guidance advisors can actually use with clients.

• Own research, due diligence, and monitoring across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers

• Chair the Alternative Investment Subcommittee — agendas, diligence, recommendations, follow-through

• Manage manager relationships; recommend based on source of return, portfolio role, structure, liquidity, fees, and client value

• Build frameworks for allocation sizing, liquidity, diversification, and pacing alongside traditional investments

• Sit on the Public Markets Subcommittee; contribute to ETF-based model portfolios and asset allocation decisions

• Work with Engineering/Product on how investment intelligence is delivered through internal tools

• Serve as investment partner to Wealth Advisors on portfolio construction and complex client conversations

• Build scalable frameworks and education so advisors at any experience level can use alternatives well

• Work with CIO, Investment Committee, Alternative Investment Subcommittee, Public Markets Subcommittee

• Coordinate with Compliance/Legal on regulatory requirements, Operations/Trading on implementation

• 7+ years relevant investment experience (RIA, multi-family office, OCIO, consultant, allocator, or asset manager)

• Direct alternatives due diligence experience + strong public markets/ETF/asset allocation knowledge

• Track record presenting to an Investment Committee

• Direct advisor/client-facing experience — and enjoys it

• Strong quant/qual analysis and communication skills

• Comfortable building process in ambiguity, across functional lines

• Bachelor's required; CFA/CAIA preferred (or in progress)

• Nice to have: Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar; familiarity with AI-enabled investment tools (no dev skills required)

This role suits an experienced investment professional ready for real ownership: direct CIO partnership, influence over both alternative and public-market strategy, and a hand in building one of the industry's most thoughtful investment platforms. We're looking for a fundamental thinker, clear communicator, and builder.