Senior Director, Investments

Overview

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Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future, one grounded in rigor, client trust, and operational excellence.

As a Senior Director, Investments, you will own alternatives - public/private due diligence, portfolio construction, and translating investment thinking into guidance advisors can actually use with clients.

What You'll Do

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Lead Alternatives

• Own research, due diligence, and monitoring across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers
• Chair the Alternative Investment Subcommittee — agendas, diligence, recommendations, follow-through
• Manage manager relationships; recommend based on source of return, portfolio role, structure, liquidity, fees, and client value

Help Shape the Platform

• Build frameworks for allocation sizing, liquidity, diversification, and pacing alongside traditional investments
• Sit on the Public Markets Subcommittee; contribute to ETF-based model portfolios and asset allocation decisions
• Work with Engineering/Product on how investment intelligence is delivered through internal tools

Partner with Advisors

• Serve as investment partner to Wealth Advisors on portfolio construction and complex client conversations
• Build scalable frameworks and education so advisors at any experience level can use alternatives well

Cross-Firm Collaboration

• Work with CIO, Investment Committee, Alternative Investment Subcommittee, Public Markets Subcommittee
• Coordinate with Compliance/Legal on regulatory requirements, Operations/Trading on implementation

What We're Looking For

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