Overview 

Compound Planning, an SEC registered investment advisor with over $2.2B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

We are hiring an experienced executive to be our Head of Human Resources. In this role, you will play a crucial part in ensuring the company’s compliance with regulatory requirements while also participating with leadership in moving our strategic plan forward. You know the wealth management industry is ripe for change, and you want to be part of the journey.

What you’ll do

• Develop and implement HR strategies that support the company’s overall business plan and direction, particularly in areas of succession planning, talent management, organizational and performance management, training and development, and compensation.

• Lead the recruitment and selection process, ensuring the attraction and retention of top talent to support our rapid growth. Develop strategies to enhance employer branding and ensure a robust talent pipeline.

• Serve as a trusted advisor to leadership and employees, providing guidance on HR-related issues, conflict resolution, and ensuring compliance with employment laws and regulations.

• Oversee the performance management process, ensuring that employee goals are aligned with organizational objectives. Implement systems to track and improve employee performance and engagement.

• Manage compensation and benefits programs to ensure they are competitive and aligned with our business objectives. Conduct regular market analysis and adjust programs as needed.

• Foster a positive company culture that reflects our core values. Implement initiatives to improve employee engagement and satisfaction, ensuring a productive and motivated workforce.

• Identify and implement programs to improve organizational effectiveness and employee development. Work closely with leadership to identify skill gaps and design training programs to address them.

• Ensure that HR policies and practices comply with local, state, and federal regulations. Maintain and update the employee handbook as necessary.

Competencies and Skills  

• Extensive experience in a Human Resources role preferably with SEC RIAs and/or Fintechs. Particular consideration given to candidates who have experience with quickly scaling businesses, and candidates who have experience particularly at the intersection of tech and wealth management. 

• Proven track record of developing and implementing HR strategies that align with business goals.

• Strong knowledge of employment laws and regulations, and experience in managing compliance.

• Excellent communication, interpersonal, and leadership skills.

• Proven ability to work collaboratively with cross-functional teams and provide strategic guidance to senior management.

• Demonstrated ability to work cross-functionally and innovate outside the scope of existing resources

• Comfort working in a fast-paced start-up / technology-centric environment

• Ability to translate ambiguous circumstances into clear, actionable next steps to help others navigate change

Working at Compound 

Compound’s work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.