Compound Planning, Inc. - GTM Engineer, Advisor Recruiting
Requirements
• Fluency in the B2B wealth management / RIA / advisor recruiting world. Not required — we can teach the domain faster than the craft. • HOW WE'LL MEASURE YOU • First 90 days: get outbound running at consistent, predictable volume — fixing the data issues that hold it back — so it produces a steady weekly flow of qualified financial advisor conversations for our recruiting team. • Ongoing: qualified, accepted meetings booked, week over week — steady volume and quality, not one-off spikes. • Reports to the Head of Marketing and works hand in glove with the Director of Advisor Recruiting, with direct access to our co-founder and CEO. • WHAT IT’S LIKE TO WORK AT COMPOUND • 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 GTM Engineer, Advisor Recruiting will be a key player in shaping how we get there.
Responsibilities
• Drive consistent, predictable outbound volume — the lever that turns into a steady flow of meetings — by strengthening sequencing, enrichment, and the data quality behind it. • Pressure-test the tooling. HubSpot, Clay, and FINTRX are core; the outbound execution tools are open for debate. Know the ecosystem well enough to tell us where we're using the right tool and where we should switch. • Build and run personalized-at-scale outbound across email and LinkedIn — currently via Smartlead and HeyReach, powered by Clay enrichment and HubSpot. • Write outreach that earns replies and doesn't read like a mail merge — automated personalization that actually lands. • Own the booked meetings number. Report on what's working, cut what isn't, and partner with the Head of Marketing on where the motion goes next. • YOU'RE PROBABLY A FIT IF • You're AI-native and know the modern outbound stack cold (Clay, HubSpot, and the email/LinkedIn execution tools) — fluent enough to judge what's worth keeping and what should be swapped out. You'd rather build leverage than grind manual lists. • You have real taste for cold messaging — you know the difference between personalized and "personalized." • You're comfortable owning a number and figuring it out, not waiting for a playbook. • You're early in your career but ready to step up — this is a player-coach seat with a path to owning growth for the recruiting motion: the demand engine that keeps our recruiters' calendars full as the team scales.
Benefits
• $85K – $100K • Offers Equity • Offers Commission • OTE $105,000–$120,000 • Upload your resume here to autofill key application fields. • Drop your resume here! • Parsing your resume. Autofilling key fields... • or drag and drop here
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