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Compound Planning

GTM Engineer, Advisor Recruiting

Remote (Remote)$85k–$100kfulltimemidAdded 1 month ago

About this role

Compound Planning seeks a GTM Engineer to own the advisor recruiting pipeline by building and scaling a personalized outbound motion targeting financial advisors. You'll manage the full top-of-funnel process using tools like HubSpot, Clay, Smartlead, and HeyReach to generate consistent, qualified meetings for the recruiting team.

What you'll do

  • Drive predictable outbound volume through email and LinkedIn sequencing with strong data quality and enrichment
  • Evaluate and optimize the tech stack (HubSpot, Clay, FINTRX, Smartlead, HeyReach) to ensure the right tools are in place
  • Write personalized-at-scale outreach campaigns that generate genuine engagement and replies
  • Own the qualified meetings booked metric and report on campaign performance weekly
  • Troubleshoot data quality issues blocking outbound execution and maintain system reliability
  • Partner with Head of Marketing and Director of Advisor Recruiting on motion strategy and scaling

What they're looking for

  • Outbound sequencing and personalization at scale
  • HubSpot and Clay platform expertise
  • Cold email and LinkedIn outreach strategy
  • Email/LinkedIn automation tools (Smartlead, HeyReach)
  • Data enrichment and list building
  • GTM and demand generation fundamentals
  • Analytics and metric tracking
  • B2B wealth management/RIA knowledge (preferred)
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Compound Planning

Compound Planning builds go-to-market infrastructure and tools for recruiting financial advisors at scale. The company is hiring GTM engineers to own personalized outbound motions, managing pipelines through platforms like HubSpot and Clay to drive qualified meetings for their sales team.

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Likely interview questions

  • Walk us through a complete outbound campaign you've built—from list building through to booked meetings. What tools did you use, and how did you measure success?
  • Tell us about a time you evaluated multiple tools in the modern outbound stack (Clay, HubSpot, Smartlead, HeyReach, etc.) and decided to switch or keep one. What was your decision framework?
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