Senior Director, Investments

Role Summary

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.

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.

Responsibilities

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

Requirements

• 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.