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Compound Planning, Inc. is a high-growth digital family office with over $5B in AUM, blending personalized financial advice with proprietary technology. We seek a hands-on growth leader who owns the full funnel, builds new acquisition channels, and scales advisor demand engines.
You will report directly to the CEO, operating with real ownership of numbers and minimal reliance on large teams. Join a cross-functional team of advisors, tax experts, engineers, and operators who value rigor, client
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The Opportunity:
Compound Planning is a high-growth digital family office with over $5B in AUM, blending personalized financial advice with proprietary technology. Our cross-functional team of advisors, tax experts, engineers, and operators values rigor, client trust, and operational excellence.