About Compound Planning

Compound Planning is a modern digital family office serving entrepreneurs, professionals, and retirees—with $4B+ in assets under management. We are a team of seasoned financial advisors, technologists, tax professionals, and operators united by a single mission: to deliver a magical experience for our clients through a proprietary digital platform, a holistic planning approach, and a world-class team.

Role Overview

As a Wealth Management Associate, you’ll play a key role in supporting our financial advisors and elevating the client experience. You’ll manage critical operational workflows, assist in onboarding and client service and ensure consistent, timely, and thoughtful communication across all touchpoints.

Key Responsibilities

Client Onboarding & Account Transfers

• Guide new clients through onboarding and ensure accurate setup of their dashboards.

• Collect necessary documentation for account consolidation and transfers (primarily to Schwab).

• Coordinate with our operations team to track transfer progress, ensure accurate cost basis transfer, and resolve issues swiftly.

Ongoing Client Relationship Management

• Monitor advisor-client touchpoints to ensure proactive quarterly check-ins.

• Maintain a log of advisor interactions to flag any gaps in communication.

• Own client requests end-to-end—anticipate needs, escalate when needed, and follow through on delivery.

Client Support & Internal Communications

• Respond to inquiries via Intercom, shared inboxes, and feedback forms.

• Triage internal issues or client-reported bugs, coordinate with relevant teams, and manage communications through resolution.

Meeting Preparation & Follow-Up

• Prior to meetings: Review dashboards, equity, and flow tools for accuracy and functionality.

• After meetings: Record notes in Salesforce, track follow-up tasks, and coordinate next steps with clients.

• When prospects choose to move forward: Send agreements, collect documentation, initiate transfers, and support trading implementation in collaboration with the investment operations team.

Cross-Functional Collaboration

• Provide structured feedback to product, tax, and investment teams.

• Triage and escalate recurring product issues; track resolutions and ensure proper documentation.

• Consolidate and share client feedback to inform product roadmap development.

About You

• You genuinely enjoy building relationships and delivering exceptional client service.

• You’re resourceful—solving problems independently before escalating.

• You communicate clearly and diplomatically across teams and with clients.

• You’re known for your attention to detail and follow-through.

• You’re adaptable and able to tailor your communication style to the audience.

• You thrive in a fast-paced, high-accountability environment.

Working at Compound

At Compound, we prioritize your impact. Our culture supports deep focus and execution—removing distractions so you can deliver meaningful results. You’ll work with high-performing teammates, each committed to excellence and continuous improvement.

We're entering a generational shift: over $84 trillion will be passed to the next generation in the coming decades.