Director, Planning Team Lead

🕒 September 3

🇺🇸 United States – Remote

💵 $140k - $160k / year

⏰ Full Time

🟠 Senior

👔 Director

👻 Ghost score 0%

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Facet

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

📋 Description

• Lead and support a pod of financial planners • Help planners navigate organizational updates and align daily execution with company goals • Conduct regular 1:1s and quality reviews • Coach planners on member communication and empathetic relationship management • Advise the pod on calendar management and member relationships • Handle complex member escalations and compliance issues • Ensure adoption of Facet’s planning methodology, tools, and proprietary technology platform • Partner with Planning Leadership to resolve business challenges and create long-term growth plans • Maintain a portfolio of 50–100 members • Deliver personalized financial planning • Onboard 1–2 members monthly as live teaching opportunities • Manage personal tasks, schedule, and member load efficiently • Drive member activation, positive feedback, quality scores, pod NPS, and numeric performance targets

🎯 Requirements

• CFP® designation • 7+ years of comprehensive financial planning experience • Consistently maintained a high quality score in both personal planning and team development • 3+ years of experience coaching and developing high-performing planners • Planning expertise in equity compensation, tax, estate planning, and debt refinancing • Experience in a financial services startup • Ability to adapt to evolving service models • Ability to move people through resistance points and provide the “nudge” required for behavior change

🏖️ Benefits

• Bonus • Equity (ISOs) • Flexible PTO • Medical, dental, and vision insurance • 401(k) with employer match • Short and long term disability coverage paid by Facet • Life insurance options • Paid parental leave • Certification reimbursement program • Work from anywhere in the US