Growth Marketing (Sr Manager - Sr Director)

The role

You will own the full-funnel growth model and measurement systems for client and advisor acquisition. You will report to the CEO and partner with content, product, and revops to build a multi-channel growth engine.

What you will do

• Own the full-funnel growth model from first touch to retained relationship
• Manage targets for pipeline, conversion, acquisition cost, payback, and revenue
• Develop new acquisition channels including paid, client referrals, and partnerships
• Execute lifecycle strategy to turn signups into clients
• Scale the demand engine to bring financial advisors to the platform
• Manage attribution and growth analytics

Required qualifications

• Track record of scaling customer acquisition with revenue growth
• Strong quantitative skills in conversion rates, acquisition cost, payback, and lifetime value
• Technical mindset comfortable with data tools, automation, and AI
• Experience starting channels and programs from zero
• Hands-on execution across the full funnel
• Clear, direct communication with a founder

Nice to have

• Fintech, wealth management, or financial services experience

About the company

Compound Planning is a high-growth digital family office with over $5B in AUM. They serve entrepreneurs, professionals, and retirees through personalized financial advice and a proprietary technology platform.