Facet

People Operations

• Coordinate and schedule interviews across multiple teams and time zones
• Partner with external recruiting agencies to align on candidate scheduling and logistics
• Manage candidate communications, including interview confirmations and follow-ups
• Maintain and update our Applicant Tracking System (ATS) with accurate candidate information
• Support our recruiter and hiring managers with administrative tasks throughout the hiring process
• Help ensure a seamless and positive experience for all candidates
• Assist with other People Team administrative projects as needed

People Team Coordinator – Temp Contract

Recruitment

• High-Velocity Sourcing: Utilize LinkedIn Recruiter to its fullest extent—leveraging advanced filters, Boolean strings, and InMail sequences—to find passive CFP talent.
• Candidate Management: Manage all candidate data and stage movement within Workable, ensuring our CRM is the single source of truth for the recruiting team.
• Urgent Outreach: Execute high-volume, high-quality outreach. We need someone who can spark interest in Facet’s unique model and move candidates from "curious" to "interviewing" within 24–48 hours.
• Strategic Vetting: Deeply vet candidates for the CFP® designation, ensuring their experience aligns with Facet’s holistic, fee-only planning philosophy.
• Ongoing Calibration: Partner with the recruiting team to refine search parameters based on real-time feedback and conversion data.

Contract Sourcer

Financial Planning and Analysis

• Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest.
• Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experience.
• Emphasize the importance of integrated solutions—including investments—as a part of a holistic life plan.
• Partner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning tools.
• Efficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firm.

Senior Financial Planner

AI Engineer

• AI Infrastructure Orchestration: Design and maintain the infrastructure required to power AI features, including vector database management, model deployment pipelines, and secure integration with LLM providers.
• Platform Architecture: Build and evolve our Internal Platforms, focusing on self-service, automation, and reducing cognitive load for internal teams.
• Serverless & Event-Driven Systems: Optimize and secure our 100% cloud-native environment, developing and deploying scalable serverless and event-driven architectures (AWS Lambda, Google Cloud Functions, EventBridge, Pub/Sub).
• DevSecOps: Implement automated security guardrails within the CI/CD pipeline. You will lead the "Identity/IAM Architecture" to ensure least-privilege access and build automated compliance checks into our Infrastructure-as-Code (Terraform).
• AI Guardrails: Develop and enforce technical guardrails for our internal AI platform to manage data privacy, cost controls, and ethical usage monitoring.
• Reliability & Automation: Drive a "manual-is-a-bug" culture by automating environment provisioning, incident response, and performance monitoring.

AI Platform Engineer – Operations

Account Executive

• Have high-value consultations with leads provided by our robust lead-generation engine.
• Act as the primary point of contact for new, qualified leads, guiding prospects through a life-changing decision via video, phone, and email.
• Clearly explain Facet’s unique flat-fee membership model and how it bridges the gap between a prospect's current financial stress and their future goals.
• Work in lockstep with our Planning, Member Experience, and Marketing teams to ensure a seamless journey for our members.
• Engage in structured professional development, including weekly group training on key topics and weekly 1:1s focused on your personal evolution.

Sales 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.

Senior Financial Sales Representative – Weekend Sales

Brand Manager

• Develop, maintain, and evolve the firm’s visual identity and implement best practices (logo, color palette, typography, templates)
• Develop, maintain, and evolve brand guidelines and ensure they are accessible, clear, and up to date
• Serve as the internal point of contact and authority for brand-related questions or approvals
• Provide training as needed for staff on brand guidelines and usage
• Regularly keep marketing staff up to date on new trends or innovations relevant to the Facet brand
• Collaborate with project teams and graphic designer to ensure project deliverables adhere to Facet brand standards
• Ensure visual quality and consistency across all marketing deliverables
• Collaborate with marketing staff to design and update marketing materials, including proposals, interviews, and market conditioning materials
• Create, maintain, and evolve templates for proposals, presentations, and other documents for use across Facet
• Lead design of Facet-branded items, such as conference handouts and employee gear
• Manage Facet project photography in collaboration with Business Development Marketing Manager, including coordination of photo shoots and administration of OpenAsset database
• Collaborate on website design updates to maintain brand alignment
• Create and maintain social media content templates to ensure cohesive voice and look
• Develop new content, such as videos or animations, to support market conditioning efforts
• Integrate the brand into office environment elements (signage, project boards, etc.)
• Lead graphic design for all major internal communications (newsletter, president emails, presentation decks, etc.)