Facet

Financial Planning and Analysis

• Responsible for reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action.
• Efficiently synthesize members needs and then partner with team members to coordinate solutions.
• Step in and meet with members on an as needed basis to address their questions and deliver recommended next steps during their planner's absence.
• Become an expert on our in house tools to assist planners with building plans.
• Guide our Foundations members through implementation of their plan by utilizing messaging and our in house tools to answer questions and inspire them to take action.
• Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice.
• Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency

Financial Planner

Ecommerce

• Directly manage the entire digital funnel, overseeing site design, UX, content, analytics, and technical performance.
• Lead and execute advanced CRO (Conversion Rate Optimization) efforts to maximize site performance and revenue.
• Develop and execute deep, hands-on strategies for SEO, AEO, and GEO to maximize organic visibility.
• Identify, pilot, and implement AI solutions across the e-commerce stack for personalization, analytics, and efficiency.
• Apply sharp brand and design acumen to critique, direct, and ensure all digital experiences are best-in-class.
• Develop and execute high-converting landing page strategies for all marketing and partner programs.
• Manage the web tech stack, analytics, testing tools, and own all core KPIs (traffic, conversion, revenue), reporting performance to leadership.
• In partnership with the compliance team, stay ahead of best practices in e-commerce UX, and web accessibility.

Senior Director, E-Commerce

System Administrator

• Communicate with end users to understand and troubleshoot problems
• Record data required to analyze problems and track them to final solution
• Track, document, and distribute inventory as needed
• Provision new hardware and coordinate hardware replacement with end users
• Provide assistance with hardware and application maintenance (Intune)
• Provide problem resolution, reassigning or escalating advanced inquiries when necessary
• Collaborate with senior IT staff to review and analyze hardware and software needs; recommend changes
• Perform other related duties, as assigned

Systems Administrator II

Engineer

• Prepare and review design specifications, construction plans, and cost estimates for marine structures and waterfront projects
• Develop technical reports and feasibility studies for shoreline access systems and site developments
• Utilize engineering software, including AutoCAD, Enercalc, Risa 3D, and L-Pile, for analysis and design
• Collaborate with project managers, civil engineers, and environmental specialists to ensure structural integrity and regulatory compliance
• Conduct site assessments and assist in evaluating environmental and structural challenges related to marine infrastructure
• Ensure adherence to industry standards, codes, and best practices in marine engineering projects

Marine Engineer, I

Civil Engineer

• Conduct assessments and evaluations of existing structures
• Attend meetings with clients, jurisdictional agencies, other professionals and organizations
• Develop engineering solutions to challenges presented by the client within budget, schedule and project constraints
• Manage, administer and design structural engineering projects and structural components of non-structural projects
• Collaborate with multidisciplinary teams to ensure project success
• Mentor aspiring engineers.

Structural Engineer

• Identify project leads and help the marketing team in project identification and procurement.
• Lead, develop and implement the plans and specifications for fish passage and related habitat projects.
• Responsible for design, construction, and maintenance support for hydraulics and hydrology.
• Collaborate with the permitting team to satisfy agency requirements for in-water projects.
• Lead all project management tasks such as developing budgets and scopes, client billings, field report reviews, contract reviews, and proposal development.
• Direct and guide work of CAD staff in the development of bid and construction drawings.
• Provide engineering support during construction, including review of submittals, response to RFIs, and review and development of contract modifications.
• Interact with clients, develop scopes of work and fee proposals, and manage projects.

Senior Fish Passage Engineer

• Develop detailed engineering designs for water supply, treatment, storage, pumping, distribution, control systems, and monitoring equipment
• Conduct hydraulic analyses to support distribution piping configuration, pump requirements, and project layout
• Select appropriate treatment methodologies to address identified drinking water contaminants
• Manage project timelines, budgets, and resources to ensure successful project delivery
• Coordinate with clients, contractors, and regulatory agencies to facilitate project approvals and implementation
• Perform water system assessments and data collection, for project feasibility studies
• Prepare technical reports, design documents, and regulatory permit applications
• Prepare preliminary engineering reports and costs estimates to support loan applications
• Prepare project plans, specifications, cost estimates, and schedules
• Prepare source approval reports to support the addition of new groundwater sources
• Prepare planning documents to support the long-term operation and viability of the water system
• Assess equipment condition and develop a replacement schedule with costs
• Analyze and interpret water quality data, past water usage and system demands to determine a water system capacity limit
• Conduct field inspections, assessments, and testing during construction to ensure compliance with design specifications, installation requirements, and regulatory requirements
• Ensure project designs and implementations comply with federal, state, and local regulations and standards.
• Stay updated on industry best practices, emerging technologies, and regulatory changes
• Provide technical guidance and support to junior engineers, water system operators, and other team members
• Work closely with multidisciplinary teams, including hydrogeologists, geologists, electrical/mechanical engineers, environmental scientists, ecologists, planners, and water system operators
• Communicate effectively with clients, stakeholders, regulatory staff, financing agencies, and team members to ensure project objectives are met
• Participate in public meetings and presentations to communicate project goals and progress to community members and stakeholders

Drinking Water Engineer

• Lead and manage staff to execute projects involving in-water structures, shoreline access systems, and waterfront site developments.
• Coordinate daily with clients, contractors, and government reviewers to ensure project alignment and compliance.
• Assign tasks and oversee team workflows to meet project milestones and deliverables.
• Manage project budgets, track expenditures, and ensure financial accountability.
• Utilize engineering software, including AutoCAD, Enercalc, Risa 3D, and L-Pile, for analysis and design.
• Prepare and revise contract addendums to reflect scope changes and client requirements.
• Conduct site assessments and assist in evaluating environmental and structural challenges related to marine infrastructure.
• Ensure adherence to industry standards, codes, and best practices in marine engineering projects.

Marine Engineer III

Customer Success Manager

• Lead Nurture Program Ownership: Oversee our lead nurture program, delivering optimal contact and messaging strategies to educate, engage, and inspire prospects through their learning and buying journey. This includes:
• Nurturing qualified leads to schedule and attend introductory meetings with our virtual sales team.
• Improving show rates for scheduled virtual sales meetings.
• Boosting conversion through data-driven, high-impact experiences that educate, build excitement, and drive purchase readiness.
• Establishing and maintaining the centralized "source-of-truth" documentation for all existing prospect journeys, ensuring key stakeholders can easily access and understand the current state.
• Taking ownership of the cross-channel nurture project matrix, closely managing timelines, dependencies, and deliverables to ensure all projects are completed accurately and on time.
• Collaborating directly with the Sales team to gather valuable input on communication content and timing, and proactively updating on the launch of all new communications to ensure alignment and preparation for follow-up.
• Developing and executing an offer communication strategy (including email and SMS), leveraging current offers to drive sales.
• Proactively monitoring, diagnosing, and troubleshooting performance issues within live nurture journeys, identifying bottlenecks, drop-offs, or logic errors and implementing corrective actions promptly to ensure optimal efficiency.
• Managing an experimental roadmap for each journey stage to continually test, learn, and optimize key performance indicators (KPIs).Deliver data-first, personalized,communications by leveraging prospect data.
• Partner with our Business Operations team to design sophisticated marketing automation programs in Salesforce Marketing Cloud to streamline processes, enhance outreach, and drive engagement and conversion.
• Lead end-to-end development and execution of messaging and content.
• Track and analyze campaign performance metrics, providing insights and recommendations for optimization. Share results and learnings with cross-functional stakeholders.
• Build a variety of "always-on" automated nurture flows targeting both active and inactive leads (e.g., winback campaigns).
• Use a wide variety of messaging and communication approaches, including newsletters, offers, and automated drip campaigns.
• Collaborate closely with sales, business operations, marketing, and compliance teams to ensure consistent and compliant experiences across all prospect touchpoints.

Senior Manager, Lifecycle Marketing, CRM

• Conduct 4-6 virtual member meetings per day to help them achieve their retirement goals by acting as a financial life coach, motivating them to take action to progress their plan.
• Deeply focus on pre-retiree/retiree issues, including Social Security claiming strategies, Medicare options, coordinating income sources (pensions, annuities, portfolios), and estate plan integration.
• Build trust and credibility in order to foster strong, long-term relationships with members remotely and provide a consistent, high-quality member experience with each interaction.
• Motivate members to take action on any appropriate recommendations, emphasizing the importance of integrated solutions like tax-optimized investment withdrawals as a core part of their retirement plan.
• Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency

Lead Financial Planner

Operations

• Assist members with the non-ACAT transfer process, providing clear guidance and support.
• Communicate effectively with members to understand their needs and address any inquiries related to their account transfers.
• Work closely with custodians and financial institutions to manage the transfer request workflow and resolve any issues that arise.
• Monitor the status of transfers and proactively update members on their progress.
• Maintain accurate records of transfer requests and member communications.
• Identify process improvements to enhance efficiency and member satisfaction.

Operations Specialist – Non-ACAT Transfers

Full-stack Engineer

• Work with Engineering & Product teams to develop commercial software for lead planners and clients to improve financial lives.
• Design, develop, and test code written in Golang and React and deployed to AWS.
• Collaborate with Product and Planners to define solutions to problems.
• Estimate tickets in a ScrumBan process and commit code to Git/Bitbucket mainline.
• Write comprehensive tests (unit, integration, regression, performance) and participate in automated testing.
• Pair program with other developers and participate in daily standups.
• Participate in weekly learning sessions (Tech Stack Tuesdays), bi-weekly performance initiatives (Fast Fridays), and quarterly hackathons.
• Continuous learning and personal growth with mentorship opportunities.

Senior Software Engineer

Account Executive

• Act as the primary point of contact for new, qualified leads, conducting consultative sales through video calls, phone calls & emails to understand their financial goals and challenges.
• Articulate Facet's unique value proposition, clearly explaining our flat-fee membership model and how it differs from traditional, AUM-based financial advisory services.
• Lead the entire sales cycle from initial discovery meeting to closing, effectively addressing objections and building trust with potential members in a remote setting.
• Exceed individual sales targets and contribute to team goals.
• Maintain meticulous records in our CRM (e.g., Salesforce) to track all sales activities and progress.