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Compound · 1 month ago

Director of Advisor Recruiting

United States

Full-time

Remote

Mid, Senior Level

$150K/yr - $175K/yr

5+ years exp

Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. They are seeking a Director of Advisor Recruiting to lead outreach and relationship development with breakaway advisors and RIA teams across the country, owning the entire advisor recruitment engine and collaborating with senior leadership.

AdviceAsset ManagementFinancial ServicesTax ConsultingWealth Management

Responsibilities

Own Compound’s nationwide advisor recruiting strategy, managing 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 that keeps candidates engaged and moving forward

Develop and expand Compound’s presence within advisor networks, conferences, custodians, and centers of influence

Collaborate with leadership and cross-functional teams (Marketing, Operations, Legal) to ensure smooth transitions for incoming advisors

Bring market intelligence and advisor feedback back to leadership to help shape future product, service, and growth initiatives

Represent Compound as a knowledgeable, credible partner in conversations with seasoned advisors considering a new home for their practice

Qualification

Advisor recruitingRelationship managementSales experienceFinancial services knowledgeHigh energyStrategic mindsetCommunication skills

Required

5–7+ years of experience in sales roles or financial services, ideally in roles that work directly with advisory firms (RIA recruiting, RIA M&A, sales & trading, wholesaling, insurance distribution, custodian relationship management, or similar)

Proven success leading advisors/advisory teams through structured decision processes and landing high-quality commitments

Hands-on experience managing both protocol and non-protocol breakaways

Deep understanding of independent advisory firms, including business models, client expectations, and common breakaway considerations

Strong relationship-building instincts, with a long-term, consultative approach to business development

High energy, clear communication, and the ability to operate independently in a fast-growing, constantly evolving environment

Strategic mindset with the discipline to manage a robust pipeline and keep multiple conversations moving at once