Senior Director, Financial Planning

🕒 4 dias atrás

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Facet

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2016

Acreditamos que o planejamento financeiro, quando bem feito, é essencial para viver bem. É por isso que criamos a Facet. Nossa missão é melhorar a vida de milhões de americanos oferecendo conselhos e serviços financeiros imparciais e inestimáveis a um valor acessível de associação. Divulgações: https://facetwealth.com/legal-documents/social-media-disclosure/

Descrição

• Manage and scale the Planning Leadership Team, coaching them to be world-class developers of talent who master the human elements of advice. • Serve as the VP’s operational proxy, leading the management layer independently and making high-stakes tactical decisions. • Own the delivery of core metrics – pod NPS, planner capacity, and member action on advice – across a large, scaling workforce, ensuring high volume never dilutes quality. • Lead the organization through the transition from tech proficiency to AI fluency. • Drive functional alignment to ensure all members have a high quality experience at every touchpoint. • Translate complex business strategies into an inspiring "why" that drives organizational action and talent growth.

🎯 Requisitos

• CFP® Designation (Required). • 12+ years of experience in financial planning or related services; direct experience as a financial planner required. • 5+ years of "manager of managers" experience • Exceptional strategic thinking, communication, emotional intelligence, and complex problem solving skills • Proven track record of leading large organizations (50+) through rapid growth and change. • FinTech experience is a plus, but not a requirement. • Deep expertise and/or experience in specialized advice (e.g. tax, estate planning, insurance) is a plus, but not a requirement.

🏖️ Benefícios

• $200,000 - $250,000 base salary + bonus: Determined by experience, knowledge, and skills. • Equity (ISO): It is important to us that all employees are shareholders in our mission. • Flexible PTO • Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short/long-term disability (paid by Facet), life insurance, and paid parental leave. • Certification and wellness reimbursement programs • Work from anywhere in the US