Senior Director, Investments

Job description

## **Overview** 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** **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** - 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; CFA/CAIA preferred (or in progress) - Nice to have: Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar; familiarity with AI-enabled investment tools (no dev skills required) **Our Investment Philosophy** We favor investments with understandable sources of return and a clear role in the portfolio — durable principles over market narratives. Alternatives matter when used deliberately, always in the context of the client's full financial picture. **The Opportunity** This role suits an experienced investment professional ready for real ownership: direct CIO partnership, influence over both alternative and public-market strategy, and a hand in building one of the industry's most thoughtful investment platforms. We're looking for a fundamental thinker, clear communicator, and builder.