Compound
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Information Technology • Financial Services
Own Compound’s full-funnel client and advisor growth engine, including acquisition channels, referrals, partnerships, lifecycle marketing, conversion, retention, and revenue targets. Build measurement and attribution systems with RevOps, launch new programs from zero, and use data, automation, and AI to improve acquisition cost, payback, and lifetime value. Partner closely with the CEO, content, product, engineering, and recruiting teams in a hands-on operating role.
Information Technology • Financial Services
As a Wealth Advisor, you will guide clients in financial decisions, collaborate with tech teams, and innovate client solutions, leveraging significant experience with HNW individuals.
Information Technology • Financial Services
Build and run an always-on outbound motion to source qualified financial advisors. Own sequencing, enrichment, tooling evaluation (HubSpot, Clay, FINTRX, outreach tools), write high-performing outreach, book qualified meetings, and report/iterate with recruiting and marketing.
Information Technology • Financial Services
The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.
