Managing Director of Sales & Advisor Recruiting
Company: Wayfinder
Location: New York
Posted on: March 17, 2025
Job Description:
OverviewCompound Planning, an SEC registered investment advisor
with over $2B in AUM, is a high growth digital family office for
entrepreneurs, professionals, and retirees. We're a team of
seasoned financial advisors, technologists, tax professionals, and
operators delivering a magical experience to clients powered by our
world class team, holistic approach, and proprietary digital
platform.We are hiring an experienced executive to lead growth as
our Managing Director, Sales & Advisor Recruiting. In this role,
you will play a crucial part in ensuring the company's advisor
recruiting program while also participating with leadership in
moving our strategic plan forward. You know the wealth management
industry is ripe for change, and you want to be part of the
journey.What you'll do
- Lead and grow a high caliber sales organization
- Develop and implement a strategic plan to attract high-caliber
financial advisors, ensuring alignment with the firm's growth and
cultural goals.
- Lead efforts and process to identify, attract, and engage
prospective advisors through industry contacts, networking, and
targeted outreach. Utilize various channels, including industry
events, social media, and partnerships.
- Oversee the end-to-end recruitment process, from initial
contact through to offer and onboarding. Ensure a smooth and
professional experience for all candidates.
- Build and maintain strong relationships with prospective
advisors, acting as the executive sponsor recruitment process.
Develop long-term relationships within the industry to maintain a
pipeline of potential candidates.
- Stay informed on industry trends, competitive recruiting
practices, and market conditions. Use this knowledge to adapt and
refine recruiting strategies.
- Partner with marketing to enhance the firm's brand as an
employer of choice in the financial advisory space. Develop
targeted campaigns to showcase the firm's unique value proposition
to potential recruits.
- Establish and monitor KPIs related to recruiting efforts.
Provide regular reports to senior leadership on recruitment
activities, progress, and outcomes.
- Ensure all recruiting activities comply with relevant
regulations and company policies. Maintain accurate records and
reporting in line with compliance requirements.Competencies and
Skills
- Experience leading a team through complex sales and/or deal
cycles. Particular consideration given to candidates who have
experience with quickly scaling businesses, and candidates who have
experience particularly at the intersection of tech and wealth
management.
- Excellent communication, interpersonal, and leadership
skills.
- Demonstrated ability to work cross-functionally and innovate
outside the scope of existing resources.
- Comfort working in a fast-paced start-up / technology-centric
environment.
- Ability to translate ambiguous circumstances into clear,
actionable next steps to help others navigate change.Working at
CompoundCompound's work culture is designed to help you maximize
your effectiveness. Your job will be doing. We ruthlessly
prioritize protecting your time and potential. You'll work with
exceptional teammates, who want to help you succeed. $84 trillion
dollars will be passed on to the next generation in the next couple
of decades. The companies that earn their trust to manage that
wealth will be immensely more successful than today's largest
financial institutions.
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Keywords: Wayfinder, New York , Managing Director of Sales & Advisor Recruiting, Executive , New York, New York
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