Senior Product Manager

Compound Planning, Inc.

About The Position

Compound Planning is an AI-enabled digital family office with $5B+ in AUM added since 2022. We serve entrepreneurs, professionals, and retirees with a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, tax experts, product designers, engineers, and operators is building the financial institution of the future. The Role We're hiring a high-energy, execution-first Senior Product Manager to help build the modern operating system for financial advisors. This is our first dedicated product hire — you'll shape how product gets done at Compound. This is a build, ship, learn, repeat role. You'll work directly with financial advisors and operations teams, turning real-world feedback into product decisions and shipped improvements — quickly. We're not building another sleepy wealth-tech dashboard. We're building real tools for real operators, and we move fast.

Requirements

Builder Mentality:
High grit, high energy, extreme bias toward action
You move fast and don't hide behind process
Comfortable with ambiguity — you figure it out
Strong Judgment:
Opinionated but not precious — you make good calls and move on
You can hold the whole product in your head and prioritize ruthlessly
Pragmatic over visionary — we need intuition built through reps, not grand strategy decks
User Closeness:
Excited to spend real time with advisors and ops staff
You enjoy being close to the messiness of real customers and workflows
You'll do ride-alongs, shadow sessions, and whatever it takes to build empathy
Data Orientation
You instrument what you ship and use data to iterate
Comfortable defining metrics, building dashboards, and running analyses
You know when to trust data and when to trust your gut
Product Experience:
2-5 years in a PM role (total experience 6-12 years)
More hands-on IC than team lead or org-builder
You've shipped real products to real users, not just roadmaps
Finance Comfort:
Sharp on financial concepts — you know what "alts" are, understand tax-loss harvesting vs. tax planning, and can speak the language
Technical Curiosity:
Strong interest in AI tooling and how it changes product development
Comfortable being hands-on in modern tools — Figma, Claude Code, SQL, etc.
You don't need to write production code, but you can read it and talk to engineers in their language

Nice To Haves

Fintech or wealth management exposure is a strong advantage for ramp speed

Responsibilities

Own execution across the product lifecycle:
Partner directly with financial advisors and operations staff to deeply understand workflows, pain points, and opportunities
Rapidly translate user needs into product improvements and new features
Write clear specs that engineers can run with — not 40-page PRDs, but enough to ship confidently
Make pragmatic, high-quality decisions with imperfect information
Measure what matters — define success metrics, instrument features, and use data to iterate
Collaborate across the team:
Work closely with engineering to scope, prioritize, and ship — you'll be in the code reviews, not just the standups
Partner with operations to build internal tooling that creates leverage (we believe ops tools = product quality)
Handle light design work initially; partner with external design resources as needed until we build internal design capacity
Communicate tradeoffs clearly to leadership — no jargon, just clear thinking
Shape our AI-first roadmap:
Contribute to defining how AI agents will transform wealth management
Go deep on model evals, agent architecture, and production deployment of AI tools
Help build our Copilot — a natural-language interface for advisors to query client context