Compound Senior Director, Investments responsible for leading alternatives due diligence, portfolio construction, and translating investment strategies for advisors. Chair the Alternative Investment Subcommittee and collaborate cross-functionally.
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
Qualification
Bachelor's requiredOur Investment Philosophy
Required
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)
Preferred
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.
