Sales Director
C
Compound Planning, Inc.Wealth Management
United StatesFull-TimeDirector
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 5-7 years
- Required 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
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