Lead and build a modern tax practice for high-net-worth clients, overseeing compliance, holistic planning, and tax tech management.

The Senior Product Manager will lead product lifecycle execution, collaborate with teams, shape AI roadmaps, and use data for iterating product improvements.

The Cashiering Platform & Operations Analyst leads operational onboarding, optimizes cashiering processes, and ensures efficiency in cash management, balancing execution with strategic design.

The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.

The Director of Advisor Recruiting will lead the advisor recruitment strategy, managing outreach, relationship building, and ensuring smooth transitions for incoming advisors while collaborating with leadership and cross-functional teams.

The Sales Director at Compound Planning will lead recruiting efforts for financial advisors, manage relationships, and improve the recruiting process while collaborating with cross-functional teams.

The Sales Development Representative will identify potential customers, drive meetings with advisors, and assist in the sales process while improving lead generation.

As a Wealth Advisor, you will guide clients in financial decisions, collaborate with tech teams, and innovate client solutions, leveraging significant experience with HNW individuals.

As a Wealth Management Associate, you'll serve as the main client contact, manage inquiries, assist with accounts, and ensure client satisfaction.