Compound
GTM Engineer, Advisor Recruiting
Remote. Posted 4 months ago
The role
You will build and run an outbound motion to generate qualified financial advisor conversations for the Director of Advisor Recruiting. You will own the top of the funnel by finding advisors, creating personalized outreach, and managing the outbound system.
What you will do
- Drive consistent, predictable outbound volume by strengthening sequencing, enrichment, and data quality.
- Pressure-test the tooling including HubSpot, Clay, and FINTRX.
- Build and run personalized-at-scale outbound across email and LinkedIn.
- Write outreach that earns replies.
- Own the booked meetings number.
- Report on performance and partner with the Head of Marketing.
Required qualifications
- AI-native.
- Know the modern outbound stack cold (Clay, HubSpot, and the email/LinkedIn execution tools).
- Have real taste for cold messaging.
- Comfortable owning a number and figuring it out.
Nice to have
- Fluency in the B2B wealth management / RIA / advisor recruiting world.
About the company
Compound Planning is a high-growth AI-powered wealth management firm managing $5B+ for clients across 50+ financial advisors. It was named one of America's Top RIAs by Forbes for 2025.