About CompoundCompound Planning is an AI-enabled digital family office with $5B+ in AUM added since 2022. We serve entrepreneurs, professionals, and retirees with a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, tax experts, product designers, engineers, and operators is building the financial institution of the future.The RoleWe're hiring a high-energy, execution-first Senior Product Manager to help build the modern operating system for financial advisors. This is our first dedicated product hire — you'll shape how product gets done at Compound.This is a build, ship, learn, repeat role. You'll work directly with financial advisors and operations teams, turning real-world feedback into product decisions and shipped improvements — quickly.We're not building another sleepy wealth-tech dashboard. We're building real tools for real operators, and we move fast.What You'll DoOwn execution across the product lifecycle:Partner directly with financial advisors and operations staff to deeply understand workflows, pain points, and opportunitiesRapidly translate user needs into product improvements and new featuresWrite clear specs that engineers can run with — not 40-page PRDs, but enough to ship confidentlyMake pragmatic, high-quality decisions with imperfect informationMeasure what matters — define success metrics, instrument features, and use data to iterateCollaborate across the team:Work closely with engineering to scope, prioritize, and ship — you'll be in the code reviews, not just the standupsPartner with operations to build internal tooling that creates leverage (we believe ops tools = product quality)Handle light design work initially; partner with external design resources as needed until we build internal design capacityCommunicate tradeoffs clearly to leadership — no jargon, just clear thinkingShape our AI-first roadmap:Contribute to defining how AI agents will transform wealth managementGo deep on model evals, agent architecture, and production deployment of AI toolsHelp build our Copilot — a natural-language interface for advisors to query client contextWhat You BringBuilder Mentality:High grit, high energy, extreme bias toward actionYou move fast and don't hide behind processComfortable with ambiguity — you figure it outStrong Judgment:Opinionated but not precious — you make good calls and move onYou can hold the whole product in your head and prioritize ruthlesslyPragmatic over visionary — we need intuition built through reps, not grand strategy decksUser Closeness:Excited to spend real time with advisors and ops staffYou enjoy being close to the messiness of real customers and workflowsYou'll do ride-alongs, shadow sessions, and whatever it takes to build empathyData OrientationYou instrument what you ship and use data to iterateComfortable defining metrics, building dashboards, and running analysesYou know when to trust data and when to trust your gutProduct Experience:2-5 years in a PM role (total experience 6-12 years)More hands-on IC than team lead or org-builderYou've shipped real products to real users, not just roadmapsFinance Comfort:Sharp on financial concepts — you know what "alts" are, understand tax-loss harvesting vs. tax planning, and can speak the languageFintech or wealth management exposure is a strong advantage for ramp speedTechnical Curiosity:Strong interest in AI tooling and how it changes product developmentComfortable being hands-on in modern tools — Figma, Claude Code, SQL, etc.You don't need to write production code, but you can read it and talk to engineers in their languageWhat This Role Is NotTo be clear, this is not the right role if you're excited about:Managing Jira workflows and sprint ceremoniesProcess-first product management"Product vision" decks and strategy-only conversationsBuilding a large PM org or managing other PMsBig Tech-style product bureaucracyWe need a builder. Period.Why Join CompoundMomentum — product roadmap is strong; you're stepping into clear priorities and the opportunity to steer direction as you rampDirect access — real customers, fast feedback loops, no layers between you and impactSmall team, high ownership — 6 engineers today, growing to 16 over 18 monthsAI in production — opportunity to build and deploy AI tooling with rapid feedback loops, not just experimentOperators who build — our advisors and ops team are partners, not just stakeholders