Compound
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
Sales Development Representative
October 25, 2024
Compound
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
📋 Description
• Identify potential customers and research their financial needs • Drive customer meetings for financial advisors through outbound emails and phone calls • Identify the needs of prospects, and suggest appropriate resources and next steps • Facilitate the experience through our sales funnel, ensuring client needs are met as they’re connected with Financial Advisors, tax professionals, and other members of our team • Conduct ad hoc projects that improve Compound's lead generation playbook
🎯 Requirements
• Strong written and verbal communication skills • Openness to coaching and training • A self-starter with strong organizational skills and attention to detail • Demonstrated ability to work collaboratively with a team • Proficient in Salesforce and other relevant sales tools • Experience in wealth management and personal finance • Experience working directly with high-net worth individuals, preferred
🏖️ Benefits
• Competitive salary and equity packages, plus health and life insurance and 401k. • Paid vacation, sick time off, parental leave, and other leave options
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