Sales Director

Posted about 1 month agoViewed

United StatesFull-TimeWealth Management

Company:Compound Planning, Inc.

Location:United States

Languages:English

Seniority level:Director, 5-7 years

Experience:5-7 years

Skills:

LeadershipBusiness DevelopmentCross-functional Team LeadershipStrategic ManagementNegotiationLead GenerationRelationship buildingAccount ManagementRecruitmentClient relationship managementSales experienceMarket ResearchStrategic thinking

Requirements:

5–7+ years of experience in sales roles or financial services, ideally in roles that work directly with advisory firms Proven success leading advisors/advisory teams through structured decision processes Hands-on experience managing both protocol and non-protocol breakaways Deep understanding of independent advisory firms Strong relationship-building instincts High energy, clear communication, and ability to operate independently Strategic mindset with the discipline to manage a robust pipeline

Responsibilities:

Own Compound’s nationwide advisor recruiting strategy Manage outreach, pipeline development, and long-term relationship cultivation Build trust with advisory teams and guide them through exploration, due diligence, and transition planning Improve and maintain a clear, structured recruiting process Develop and expand Compound’s presence within advisor networks, conferences, custodians, and centers of influence Collaborate with leadership and cross-functional teams to ensure smooth transitions Bring market intelligence and advisor feedback back to leadership Represent Compound as a knowledgeable, credible partner