Senior Director, Financial Planning

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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

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• $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