GTM Engineer, Advisor Recruiting

OVERVIEW We're Compound Planning — a high-growth AI-powered wealth management firm managing $5B+ for clients across 50+ financial advisors, and named one of America's Top RIAs by Forbes for 2025. We grow by bringing great financial advisors onto our platform, and this role exists to keep our recruiting team's calendar full of the right conversations. Here's the role in plain terms. You'll build and run an always-on outbound motion that puts qualified financial advisor conversations in front of our Director of Advisor Recruiting. You own the top of the funnel end to end - finding the right financial advisors, reaching them in a way that actually feels personal, and generating interest. You don't run the calls, handle objections, or close. That's the recruiting team's job. Yours is to fill their pipeline and keep it full. The system already exists - HubSpot, Clay, and FINTRX anchor it, and we're running outbound through tools like HeyReach and Smartlead today - but it’s time for a dedicated owner. The foundation is solid. The work is getting outbound running at reliable, repeatable volume - and bringing a sharp eye to whether we've even got the right tools for the job. If you like taking a system that's most of the way there and getting it to hum, you'll have a good time here. WHAT YOU'LL DO - Drive consistent, predictable outbound volume — the lever that turns into a steady flow of meetings — by strengthening sequencing, enrichment, and the data quality behind it. - Pressure-test the tooling. HubSpot, Clay, and FINTRX are core; the outbound execution tools are open for debate. Know the ecosystem well enough to tell us where we're using the right tool and where we should switch. - Build and run personalized-at-scale outbound across email and LinkedIn — currently via Smartlead and HeyReach, powered by Clay enrichment and HubSpot. - Write outreach that earns replies and doesn't read like a mail merge — automated personalization that actually lands. - Own the booked meet