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[Remote] GTM Engineer, Advisor Recruiting

Remote Full-time Live

Note: The job is a remote job and is open to candidates in USA. Compound is a high-growth AI-powered wealth management firm managing over $5 billion for clients and recognized as one of America's Top RIAs by Forbes. They are seeking a GTM Engineer to drive consistent outbound recruitment efforts, ensuring a steady flow of qualified financial advisor conversations for their recruiting team.

Responsibilities

  • Drive consistent, predictable outbound volume — the lever that turns into a steady flow of meetings — by strengthening sequencing, enrichment, and the data quality behind it
  • Pressure-test the tooling. HubSpot, Clay, and FINTRX are core; the outbound execution tools are open for debate. Know the ecosystem well enough to tell us where we're using the right tool and where we should switch
  • Build and run personalized-at-scale outbound across email and LinkedIn — currently via Smartlead and HeyReach, powered by Clay enrichment and HubSpot
  • Write outreach that earns replies and doesn't read like a mail merge — automated personalization that actually lands
  • Own the booked meetings number. Report on what's working, cut what isn't, and partner with the Head of Marketing on where the motion goes next

Skills

  • Drive consistent, predictable outbound volume — the lever that turns into a steady flow of meetings — by strengthening sequencing, enrichment, and the data quality behind it
  • Pressure-test the tooling. HubSpot, Clay, and FINTRX are core; the outbound execution tools are open for debate. Know the ecosystem well enough to tell us where we're using the right tool and where we should switch
  • Build and run personalized-at-scale outbound across email and LinkedIn — currently via Smartlead and HeyReach, powered by Clay enrichment and HubSpot
  • Write outreach that earns replies and doesn't read like a mail merge — automated personalization that actually lands
  • Own the booked meetings number. Report on what's working, cut what isn't, and partner with the Head of Marketing on where the motion goes next
  • You're AI-native and know the modern outbound stack cold (Clay, HubSpot, and the email/LinkedIn execution tools) — fluent enough to judge what's worth keeping and what should be swapped out
  • You have real taste for cold messaging — you know the difference between personalized and 'personalized.'
  • You're comfortable owning a number and figuring it out, not waiting for a playbook
  • You're early in your career but ready to step up — this is a player-coach seat with a path to owning growth for the recruiting motion: the demand engine that keeps our recruiters' calendars full as the team scales
  • Fluency in the B2B wealth management / RIA / advisor recruiting world. Not required — we can teach the domain faster than the craft

Benefits

  • Offers Equity
  • Offers Commission
  • OTE $105,000–$120,000
  • REMOTE

Company Overview

  • Compound Planning is your digital family office — a single place to manage your taxes, investments, borrowing and more. It was founded in 2022, and is headquartered in San Francisco, California, USA, with a workforce of 51-200 employees. Its website is https://compoundplanning.com.
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