Facet

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.

Operations Specialist – Non-ACAT Transfers

Senior Software Engineer

Senior Financial Sales Representative