Sales Director
October 25
Description
• Compound Planning is a high growth digital family office for entrepreneurs, professionals, and retirees. • Looking for a senior business development executive or RIA recruiter. • Expected to develop strong relationships with advisory teams and manage a pipeline of relationships.
Requirements
• 5-7 years experience in financial services, including experience working with advisory firms such as a wholesaling role, insurance role, custodian role, breakaway recruiting role, or other related RIA M&A role • Demonstrated success in driving advisory groups to a decision through a defined process • A strong understanding of investment advisers and their clients’ needs
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