Teams at Compound

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.

The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.

Support daily operations for a fintech advisory firm by processing client transactions, reconciling accounts, maintaining internal systems, auditing processes, generating operational reports, assisting client onboarding, and driving process improvements while ensuring regulatory compliance.