Director, Investments
US$150,000 – US$175,000 / yr base salary
Posted 28 Aug 2026
Advertised as “Senior Director, Investments ”
BranchFactor Summary
The original posting with the fluff stripped out
- Management level
- Individual contributor
- Employment
- Remote
- Contract
- Full-time
| Base salary | US$150,000 – US$175,000 / yr |
|---|
Study levelBachelor's
CertificationsCfa, CAIA
Overview
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.
What You'll Do
Lead Alternatives
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Own research, due diligence, and monitoring across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers
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Chair the Alternative Investment Subcommittee — agendas, diligence, recommendations, follow-through
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Manage manager relationships; recommend based on source of return, portfolio role, structure, liquidity, fees, and client value
Help Shape the Platform
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Build frameworks for allocation sizing, liquidity, diversification, and pacing alongside traditional investments
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Sit on the Public Markets Subcommittee; contribute to ETF-based model portfolios and asset allocation decisions
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Work with Engineering/Product on how investment intelligence is delivered through internal tools
Partner with Advisors
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Serve as investment partner to Wealth Advisors on portfolio construction and complex client conversations
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Build scalable frameworks and education so advisors at any experience level can use alternatives well
Cross-Firm Collaboration
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Work with CIO, Investment Committee, Alternative Investment Subcommittee, Public Markets Subcommittee
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Coordinate with Compliance/Legal on regulatory requirements, Operations/Trading on implementation
What We're Looking For
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7+ years relevant investment experience (RIA, multi-family office, OCIO, consultant, allocator, or asset manager)
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Direct alternatives due diligence experience + strong public markets/ETF/asset allocation knowledge