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.

Requirements

• 5–7+ years of experience in sales roles or financial services
• Proven success leading advisors/advisory teams through structured decision processes
• Hands-on experience managing both protocol and non-protocol breakaways
• Deep understanding of independent advisory firms
• Strong relationship-building instincts