Remote Sales Director

Summary

Join our team at Compound Planning as a senior business development executive or RIA recruiter and execute the firm's recruitment process, develop relationships with advisory teams, and manage a pipeline of relationships across the United States.

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
• Self-starting, with the ability to work independently
• High energy
• Strategically focused and business-minded

Responsibilities

• Execute and improve the firm’s existing recruitment process
• Develop strong relationships with advisory teams and support them through the transition planning process
• Manage a pipeline of relationships

Benefits

$84 trillion dollars will be passed on to the next generation in the next couple of decades