GTM Engineer, Advisor Recruiting
Compound Planning, Inc. · Remote · Remote ·
COMPENSATION
$85k – $100k
Listed on the employer's job board (Ashby)
- Fully remote
- Early career level
- Clay + HubSpot stack
- Outbound automation
- Wealth management sector
You will own the top of the funnel for advisor recruiting by building and running an always-on outbound motion. Your goal is to generate qualified conversations for the Director of Advisor Recruiting without handling the calls or closing deals yourself.
The infrastructure relies on HubSpot, Clay, and FINTRX, with execution via HeyReach and Smartlead. You will optimize these tools, ensure data quality, and create personalized outreach at scale to keep the pipeline full.
What you'll do
- Drive consistent outbound volume through improved sequencing and data enrichment
- Evaluate and optimize the tooling stack for email and LinkedIn execution
- Build personalized-at-scale outreach campaigns that avoid generic templates
- Own the metric of booked meetings and report on campaign performance
- Partner with marketing leadership to refine the outbound strategy
What you'll need
- Deep knowledge of modern outbound stacks including Clay and HubSpot
- Ability to judge tool effectiveness and recommend switches when needed
- Strong skill in writing cold messages that feel genuinely personalized
- Comfortable owning metrics and solving problems without a strict playbook
- Early in career but ready to take ownership of a growth engine
Nice to have
- Experience in B2B wealth management or RIA advisor recruiting
Stack
- HubSpot
- Clay
- FINTRX
- HeyReach
- Smartlead
How you'll work
- Reports to Head of Marketing
- Collaborates with Director of Advisor Recruiting
- Direct access to co-founder and CEO