Compound Hiring for President of Wealth at San Francisco, CA Full Time

Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

We are hiring an experienced executive to be president of our wealth management business. As president of the wealth management business, you will be responsible for the P&L of the business, reporting directly to the CEO. You are ultimately responsible for positioning the business as a best-in-class solution for wealth-adjacent businesses.

What You’ll Do

• Own the P&L of the wealth management business, while driving AUM and revenue growth
• Lead a team of experienced wealth management professionals
• Advocate for the voice of the wealth management business on the executive team
• Recruit new wealth advisors to the firm to support AUM growth
• Rapidly grow the firm’s AUM, while maintaining the highest level of quality
• Position Compound Planning as a white-labeled solution for wealth-adjacent businesses
• Be a spokesperson for the firm in negotiating and marketing the firm externally to wealth-adjacent businesses

What Success Looks Like

• Compound Planning is hitting its revenue, AUM, and cost targets on a quarterly basis
• Compound Planning is a seamless machine to which advisors can be added
• Compound Planning is well-positioned to be a white-labeled solution for wealth-adjacent businesses

Competencies And Skills

• 10+ years in wealth management, including experience leading high growth teams
• Experience as a financial advisor, preferably working directly with high net-worth individuals
• Demonstrated ability to work cross-functionally and innovate outside the scope of existing resources
• Experience implementing new tools, processes, and systems
• Experience with recruitment and integration of teams into the firm
• Comfort working in a fast-paced start-up / technology-centric environment
• Ability to translate ambiguous circumstances into clear, actionable next steps to help others navigate change

Working at Compound

Compound’s work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.

Compensation

For candidates based in New York, San Francisco, and Denver the base cash compensation range starts at $180,000+.