Growth Marketing (Sr Manager - Sr Director)

Compound Planning, Inc.; United States; Remote; USD 150,000 - 230,000; Full time

Job summary

Compound Planning, Inc. is seeking a senior growth marketing leader in the United States to own its multi-channel growth system. You will report to the CEO and partner with content, product, and revops to drive measurable revenue results.

You will lead client growth, advisor growth, and analytics, owning a full-funnel strategy from first touch to funded client, with a focus on experimentation, channels, and data-driven decision-making.

Qualifications

• A track record of scaling customer acquisition, with revenue growth you can point to.
• Strong quantitative skills: conversion rates, CAC, payback, LTV, data-driven.
• Technical mindset: comfortable with data tools, automation, and AI.
• Experience starting channels and programs from zero, not just running existing ones.
• Hands-on across the full funnel and able to operate in founder-led environments.
• Clear, direct communication with a founder and crisp updates.
• Fintech, wealth management, or financial services experience is a plus.

Responsibilities

• Own compound’s client growth from first touch to funded client and retained relationship.
• Set targets for pipeline, conversion, CAC, payback, and revenue.
• Build new acquisition channels beyond organic content (paid, referrals, partnerships).
• Develop lifecycle strategies to convert signups into clients and deepen relationships.
• Scale the advisor growth engine to support recruiting pipelines.
• Own attribution and growth analytics with revops support to show revenue impact.

Skills

Track record of scaling customer

Strong quantitative skills

Technical mindset with data tools

Experience starting channels from zero

Hands-on across the full funnel

Clear communication with founder

Job description

Overview

Compound Planning is a high-growth digital family office with over $5B in AUM. We serve entrepreneurs, professionals, and retirees through a combination of personalized financial advice and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future, one grounded in rigor, client trust, and operational excellence.

Today, content drives most of our growth: roughly 10K monthly visitors, 100 signups, and dozens of advisory intro meetings a month. The next stage of Compound's growth needs a measurable, multi-channel system that turns that attention into funded client relationships and brings great advisors onto our platform.

We want a Senior Manager to Senior Director level. Growth Marketing operator, who will own that system and its numbers. You will report directly to the CEO and partner closely with content, product, and revops.

What You'll Own

Client Growth

• Compound's full-funnel growth model, from first touch to signup, advisor intro, funded client, and retained relationship

• Targets for pipeline, conversion, acquisition cost, payback, and revenue

• New acquisition channels beyond organic content, including paid, client referrals, and partnerships with centers of influence

• Lifecycle strategy that turns signups into clients and deepens relationships with existing ones

Advisor Growth

• Scaling the demand engine that brings experienced financial advisors to Compound, and the pipeline it delivers to our recruiting team

Measurement

• Attribution and growth analytics, with support from revops, so every channel's impact on revenue is visible and trusted

What We're Looking For

• A track record of scaling customer acquisition, with revenue growth you can point to

• Strong quantitative skills: you think in conversion rates, acquisition cost, payback, and lifetime value, and you work directly in the data

• A technical mindset: comfortable with data tools, automation, and AI, and at ease working alongside engineers

• Experience starting channels and programs from zero, not only running ones that already existed

• Hands-on across the full funnel, and comfortable in founder-led environments where growth leaders are expected to execute, not just direct

• Clear, direct communication with a founder: crisp updates, honest numbers, and firm recommendations

• Fintech, wealth management, or financial services experience is a plus, but not required

The Opportunity

This role suits a builder: a hands-on growth operator who wants to design the next phase of Compound's growth engine and own its results. It is not a fit for someone whose growth wins came mainly from hiring large teams and agencies.

You'll have a direct line to the CEO, real ownership of the numbers, and the mandate to own Compound's growth engine.