Facet

Data Analyst

• Be a Trusted Strategic Advisor: Act as a direct analytical partner to senior leadership and executive management. You will spend a significant portion of your day in an advisory role, translating complex data findings into clear, leadership-level recommendations and partnering across business units to drive changes in strategy.
• Proactive Value Capture: Do not wait for questions to be asked. You will proactively hunt for opportunities to optimize business performance, increase efficiency, and capture untapped value, then work hand-in-hand with teams across the organization to execute on those opportunities.
• Rapid, Scripted Analytics & EDA: Perform deep-dive Exploratory Data Analysis (EDA) using Jupyter Notebooks to diagnose business trends, test complex hypotheses, and discover hidden relationships in our data.
• Modern Interactive Reporting: Build and maintain streamlined, interactive data tools using Python and Streamlit, and design high-impact, BigQuery-connected Google Sheets to deliver self-service data directly into the workflows of business leaders.
• Analytical Workflow Automation & AI Integration: Actively integrate modern AI assistant technologies and secure automation practices into your day-to-day analytics workflows. You will utilize model-driven tools to accelerate code generation, optimize SQL queries, and automate repetitive data exploration tasks safely and efficiently.
• Data Assembly & Quality: Gather, clean, and model data from various sources using optimized Python, SQL, and dbt, ensuring absolute consistency and accuracy.
• Evaluate & Produce Quality: Ensure the integrity of our analytical output. You will participate in peer reviews of SQL queries, Python scripts, and analytical methodologies to keep our standards high.

Staff Data Analyst

Recruitment

• Own the full-cycle recruitment process for complex, specialized technical and non-technical roles, with a heavy emphasis on scaling our CFP® professional pipeline.
• Partner closely with leadership and hiring managers to understand headcount needs, define specialized role profiles, and build calibrated interview processes.
• Thrive in a fast-paced startup environment, managing shifting priorities and scaling talent pipelines efficiently without sacrificing candidate quality.
• Develop innovative sourcing strategies to target, engage, and convert high-caliber passive talent in competitive markets.
• Manage and optimize the candidate experience, ensuring every applicant has a transparent, high-touch, and equitable interview process.
• Leverage recruiting data and metrics to track pipeline health, optimize the hiring funnel, and regularly report on time-to-hire and quality-of-hire metrics.
• Collaborate with cross-functional stakeholders across the organization to weave our culture, mission, and values into employer branding initiatives.

Senior Recruiter

Associate

• As an Associate Financial Planner, you will support approximately 2 senior lead planners. Your time is balanced across three high-impact buckets:
• Directly onboard 2 of your own personal members each week with "live classroom" guidance and real-time support from your Director.
• Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner.
• Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations.
• Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies.
• Own the core decision-making for underlying financial strategies and map structural paths directly into our system.
• Translate big-picture goals into bite-sized, tactical action items and next steps for members.
• Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship.
• Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties.

Associate Planner

General

• High-Touch Member Support: Serve as the frontline expert for members, providing high-energy, professional, and empathetic support across phone, email, and live video (Zoom).
• Virtual Guided Onboarding: Lead members through screen-share sessions to troubleshoot app issues and facilitate complex investment transfers (ACATs/Rollovers) in real-time.
• Active Pipeline Management: Maintain a rigorous follow-up cadence, proactively calling and emailing members with status updates on their money movements to ensure they are never left wondering.
• Communication Excellence: Manage a high volume of member inquiries with a focus on responsiveness, clarity, and "closing the loop" on every ticket.
• Calendar & Meeting Mastery: Strategically manage your schedule to maximize availability for member calls, ensuring a frictionless booking experience for those who need your help.
• Feedback Loop: Act as the "Voice of the Member" by documenting common pain points discovered during live interactions and collaborating with Product teams to solve them.
• Service Recovery: Proactively reach out via phone to members who have reported less-than-ideal experiences (low CSAT/NPS) to listen, learn, and resolve their concerns.

Member Experience Specialist

• Serve as the frontline expert, providing high-energy, professional, and empathetic support across phone, email, chat, and live video (Zoom).
• Masterfully manage a high volume of member inquiries with a strict focus on responsiveness, clarity, and "closing the loop" on every single interaction.
• Strategically optimize your calendar to maximize availability for live member calls, ensuring a seamless booking experience for those who need immediate help.
• Actively document common user pain points discovered during live interactions, partnering with our Product and Engineering teams to solve issues at the root.
• Proactively reach out to members who have reported less-than-ideal experiences (low CSAT/NPS) to actively listen, learn, and turn their experience around.

Member Experience Service Specialist

Performance Marketing

• Paid media strategy and roadmap. Own the annual and quarterly strategic roadmap across all paid channels. Define how we allocate, where we test, and how we scale to hit aggressive growth targets.
• Platform expertise and intelligence. Maintain a continuous, expert-level pulse on the mechanics, algorithm updates, and best practices across every platform in our mix — ensuring Facet is always operating at the leading edge of what each channel has to offer. Translate that intelligence into real-time strategic adjustments that keep us ahead of platform changes rather than reacting to them.
• Experimental architecture. Design a rigorous, disciplined test-and-learn framework that generates real signal. Build the methodology that moves us from limited, ad hoc testing to a structured innovation pipeline.
• Agency governance. Own the strategic direction of our media agency relationship. Set the brief, define the rules of engagement, and build the governance model that keeps execution tight and accountable.
• Affiliate channel ownership. Own our affiliate partnerships program end-to-end — optimizing the performance and economics of existing partners while proactively identifying and onboarding new partners that expand our reach and scale. Build the affiliate channel into a meaningful, diversified growth driver.
• Paid channel diversification. Continuously evaluate our paid channel mix and identify opportunities to expand into new paid platforms and environments — with platform-native strategies built specifically for each, not repurposed assets from existing channels.
• Geographic expansion. Own the sequencing and playbook for maximizing reach and penetration in primary markets while expanding into new markets and DMAs in line with our growth strategy.
• CPO architecture. Own the roadmap to our aggregate cost-per-opportunity targets. Understand every lever — media mix, funnel efficiency, creative performance, audience strategy — and drive the plan to get there at scale.
• Cross-functional collaboration. Work closely with our Director of Partnerships & Content to ensure performance intelligence and platform requirements are informing the creative brief and content pipeline. Bring a clear, data-driven point of view to every cross-functional conversation.

Senior Director of Performance Marketing

Financial Planning and Analysis

• 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.