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What You'll Own:
- Own full-funnel growth with targets for pipeline, conversion, CAC, payback, and revenue.
- Build new acquisition channels and scale advisor demand engine.
What We're Looking For:
- Track record scaling customer acquisition with strong quantitative skills.
- Technical mindset with data tools, automation, and AI; start from zero.
The Opportunity:
- Hands-on builder with direct CEO line and real ownership of numbers.
- Not for those relying on large teams; you execute across the full funnel.
Compound Planning, Inc.
Compound Planning is a high-growth digital family office with over $5B in AUM, blending personalized financial advice with proprietary technology. Our cross-functional team of advisors, tax experts, engineers, and operators values rigor, client trust, and operational excellence.