Senior Director, Investments

Compound Planning, Inc.•,

2d•$150,000 - $175,000

About The Position

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.

Requirements

7+ years relevant investment experience (RIA, multi-family office, OCIO, consultant, allocator, or asset manager)
Direct alternatives due diligence experience + strong public markets/ETF/asset allocation knowledge
Track record presenting to an Investment Committee
Direct advisor/client-facing experience — and enjoys it
Strong quant/qual analysis and communication skills
Comfortable building process in ambiguity, across functional lines
Bachelor's required

Nice To Haves

CFA/CAIA preferred (or in progress)
Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar
Familiarity with AI-enabled investment tools (no dev skills required)

Responsibilities

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.