GTM Engineer, Advisor Recruiting

Responsibilities

• Drive consistent, predictable outbound volume by strengthening sequencing, enrichment, and data quality
• Pressure-test the growth stack, including HubSpot, Clay, and FINTRX, to ensure optimal tool selection
• Build and manage personalized-at-scale outbound motions across email and LinkedIn
• Write high-quality outreach that avoids "mail merge" patterns and earns genuine replies
• Own the booked meetings metric and report on performance to the Head of Marketing

Requirements

• AI-native mindset with deep familiarity with the modern outbound growth stack
• Proficiency in Clay and HubSpot
• Experience with email and LinkedIn outbound execution tools (e.g., Smartlead, HeyReach)
• Expertise in data enrichment, sequencing, and automated personalization
• Ability to own a target number and iterate on processes without a pre-defined playbook

Preferred Qualifications

• Fluency in the B2B wealth management, RIA, or advisor recruiting industry

About the Company

Compound Planning is a high-growth, AI-powered wealth management firm managing over $5B for clients. Named one of America's Top RIAs by Forbes for 2025, we are building the infrastructure to navigate the massive wealth transfer reshaping the financial landscape. We operate with integrity, transparency, and a high bar for excellence.