11 часов назад
GTM Engineer, Advisor Recruiting
85 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
GTM Engineer, Advisor Recruiting (AI-powered wealth management): Building and running an always-on outbound motion that generates qualified financial advisor conversations through personalized email and LinkedIn campaigns with an accent on sequencing, enrichment, data quality, and outbound tooling. Focus on scaling predictable meeting volume, evaluating the modern outbound stack, and optimizing messaging and campaign performance.
Location: Remote
Salary: $85,000–$100,000 annually, plus equity and commission; OTE $105,000–$120,000
Company
Planning is an AI-powered wealth management firm managing more than $5B for clients across 50+ financial advisors.
What you will do
- Build and operate an always-on outbound motion that generates qualified conversations with financial advisors.
- Increase predictable outbound volume by improving sequencing, enrichment, and underlying data quality.
- Build personalized-at-scale outreach across email and LinkedIn using Clay, HubSpot, Smartlead, and HeyReach.
- Evaluate outbound tools and recommend where the current ecosystem should be retained or replaced.
- Write and optimize cold messaging that generates genuine replies.
- Own booked-meeting results, report on performance, and partner with the Head of Marketing on growth strategy.
Requirements
- Strong working knowledge of the modern outbound stack, including Clay, HubSpot, and email and LinkedIn execution tools.
- Ability to assess tooling, build scalable systems, and use AI to create leverage rather than relying on manual list building.
- Excellent judgment in writing personalized cold outreach.
- Comfort owning performance targets and solving problems without waiting for a predefined playbook.
- Early-career profile with readiness to grow into ownership of the recruiting growth motion.
Nice to have
- Experience with B2B wealth management, registered investment advisors, or advisor recruiting.
Culture & Benefits
- Remote work environment with collaboration across advisory, engineering, tax, and operations.
- Equity and commission opportunities in addition to base compensation.
- Culture emphasizing integrity, transparency, accountability, and a high performance bar.
- Direct collaboration with the Head of Marketing, Director of Advisor Recruiting, and company leadership.
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