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Head of Business Development

1 month ago

New York, New York, United States Compound Planning Full time
Lead Growth as Our Managing Director, Sales & Advisor Recruiting

We're seeking an experienced executive to join our team as Managing Director, Sales & Advisor Recruiting. In this role, you'll play a crucial part in ensuring the company's advisor recruiting program while participating with leadership in moving our strategic plan forward.

Key Responsibilities:
  • 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
  • Oversee the end-to-end recruitment process, from initial contact through to offer and onboarding
  • Build and maintain strong relationships with prospective advisors, acting as the executive sponsor recruitment process
  • Stay informed on industry trends, competitive recruiting practices, and market conditions
  • Partner with marketing to enhance the firm's brand as an employer of choice in the financial advisory space
  • Establish and monitor KPIs related to recruiting efforts
Requirements:
  • Experience leading a team through complex sales and/or deal cycles
  • 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
About Compound Planning

Compound Planning 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.