Facet

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.

Senior Director, Financial Planning

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

Engineer 2 – Marine

• High-Impact Engagement: Conduct 4–6 virtual strategy sessions per day, translating technical complexities into actionable paths that align with your members' long-term life goals and inciting action.
• Comprehensive Execution: Take full ownership of the planning lifecycle—from cash flow management and advanced investment strategies to tax planning strategies and integrated risk management. Deeply focus on pre-retiree/retiree issues, including Social Security claiming, Medicare options, income source coordination (pensions, annuities), and estate plan integration.
• Relationship Management: Rapidly establish deep-seated trust in a remote environment, maintaining an organized and elite client experience within the dynamic, fast-paced energy of a scaling firm.
• Emotional Architect: Exceptional soft skills to expertly provide confidence and reassurance in the plan. Effectively manages member emotions and adjusts communication style based on audience.
• Elite Time Management: Effectively and ruthlessly manage your calendar to provide an organized experience while staying adaptable to the fast-paced energy of a scaling firm.

Lead Financial Planner

Sales

• Proactively engage prospects through outbound sales campaigns
• Serve as the initial point of contact of our brand, sharing Facet’s mission & value
• Build strong rapport and relationships, while delivering an exceptional prospect experience
• Qualify prospects through outbound calls, converting them into scheduled meetings for sales
• Pass qualified prospects to sales to fuel their pipeline and generate revenue

Membership Associate – Remote Sales Associate

Operations

• Manage and execute trading operations to support the company's investment strategies.
• Monitor and reconcile accounts, ensuring accurate and timely reporting.
• Participate in the execution of model changes, tax-loss harvesting, and firm-wide rebalancing.
• Collaborate with portfolio management, investment teams, and traders to implement trading strategies.
• Maintain relationships with trading partners, custodians, and other key stakeholders.
• Develop and implement processes to improve the efficiency and effectiveness of trading operations.
• Stay current on market trends, regulatory developments, and other factors that may impact trading decisions.
• Identify and resolve trading-related issues in a timely and effective manner.
• Work directly with members on resolving complex requests related to IRA transactions, cost basis, and money movement.
• Serve as a subject matter expert on a wide range of topics related to managed accounts, account features, and brokerage transactions.
• Ability to take on special projects and additional duties across the investment operations organization.

Senior Director, Financial Planning

Engineer 2 – Marine

Lead Financial Planner

Membership Associate – Remote Sales Associate

Trading Operations Specialist