Compound

• Design, build, and maintain high-quality applications. • Lead feature implementation and own the end-to-end delivery of new features and enhancements, from concept to deployment. • Design elegant, scalable, and maintainable software solutions to solve complex business problems. • Collaborate closely with designers, product managers, and engineers to bring ideas to life. • Contribute to system architecture, ensuring performance, scalability, and security. • Review code, mentor teammates, and share best practices to elevate team performance. • Triage and resolve software defects, continuously improving application quality and user experience. • Stay at the forefront of development trends and innovations, driving technical excellence while delivering for the business. • Actively participate in agile software development, including planning, code reviews, demo and retrospectives.

• Identify potential customers and research their financial needs • Drive customer meetings for financial advisors through outbound emails and phone calls • Identify the needs of prospects, and suggest appropriate resources and next steps • Facilitate the experience through our sales funnel, ensuring client needs are met as they’re connected with Financial Advisors, tax professionals, and other members of our team • Conduct ad hoc projects that improve Compound's lead generation playbook

• Own execution across the product lifecycle: Partner directly with financial advisors and operations staff to deeply understand workflows, pain points, and opportunities • Rapidly translate user needs into product improvements and new features • Write clear specs that engineers can run with — not 40-page PRDs, but enough to ship confidently • Make pragmatic, high-quality decisions with imperfect information • Measure what matters — define success metrics, instrument features, and use data to iterate • Collaborate across the team: Work closely with engineering to scope, prioritize, and ship — you'll be in the code reviews, not just the standups • Handle light design work initially; partner with external design resources as needed until we build internal design capacity • Communicate tradeoffs clearly to leadership — no jargon, just clear thinking • Shape our AI-first roadmap: Contribute to defining how AI agents will transform wealth management • Go deep on model evals, agent architecture, and production deployment of AI tools • Help build our Copilot — a natural-language interface for advisors to query client context

• Lead operational onboarding and implementation of the our new cash management platform • Design, document, and continuously improve cashiering SOPs, workflows, controls, and exception handling procedures • Translate real-world cashiering scenarios into scalable system rules and operational best practices • Serve as the internal subject matter expert on cashiering workflows and platform functionality • Process a portion of daily cashiering transactions (ACH, wires, journals, contributions, distributions, etc.) to stay connected to live operations • Act as a quality control reviewer, identifying trends, risks, and opportunities for improvement • Develop reporting and metrics that provide leadership visibility into cash movement volumes, turnaround times, and exception rates • Partner with Operations, WMAs, Engineering, and Compliance to ensure processes are efficient, compliant, and scalable • Identify workflow inefficiencies and propose system or process enhancements • Support training of team members on new cashiering workflows and platform tools • Serve as an escalation point for complex or high-risk cashiering scenarios

• Own Compound’s nationwide advisor recruiting strategy • Build trust with advisory teams and guide them through exploration, due diligence, and transition planning • Improve and maintain a clear, structured recruiting process • Develop and expand Compound’s presence within advisor networks and centers of influence • Collaborate with leadership and cross-functional teams to ensure smooth transitions • Represent Compound as a knowledgeable, credible partner with seasoned advisors

• Own Compound’s nationwide advisor recruiting strategy, managing outreach, pipeline development, and long-term relationship cultivation. • Build trust with advisory teams and guide them through exploration, due diligence, and transition planning. • Improve and maintain a clear, structured recruiting process that keeps candidates engaged and moving forward. • Develop and expand Compound’s presence within advisor networks, conferences, custodians, and centers of influence. • Collaborate with leadership and cross-functional teams (Marketing, Operations, Legal) to ensure smooth transitions for incoming advisors. • Bring market intelligence and advisor feedback back to leadership to help shape future product, service, and growth initiatives. • Represent Compound as a knowledgeable, credible partner in conversations with seasoned advisors considering a new home for their practice.