Senior Director, Financial Planning

Facet

Senior Director of Financial Planners at Facet redefining financial advice through technology. Leading a team of planners to provide holistic, impactful financial guidance.

Posted 6/4/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $200,000 - $250,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial planningstrategic thinkingcomplex problem solvingtalent developmentAI fluencymetrics deliverycapacity managementorganizational alignmentspecialized adviceFinTech

Soft Skills

communicationemotional intelligenceleadershipcoachingtactical decision makinginspiring actionorganizational actionquality assuranceteam managementchange management

Certifications & Qualifications

CFP® Designation

Industry Keywords

financial servicesplanning leadershiphigh-stakes decisionsscaling workforceNPSmember actiontax planningestate planninginsurancemanager of managers

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

CFP® Designation (Required).
12+ years of experience in financial planning or related services; direct experience as a financial planner required.
5+ years of "manager of managers" experience
Exceptional strategic thinking, communication, emotional intelligence, and complex problem solving skills
Proven track record of leading large organizations (50+) through rapid growth and change.
FinTech experience is a plus, but not a requirement.
Deep expertise and/or experience in specialized advice (e.g. tax, estate planning, insurance) is a plus, but not a requirement.

Benefits

Comp & perks

$200,000 - $250,000 base salary + bonus: Determined by experience, knowledge, and skills.
Equity (ISO): It is important to us that all employees are shareholders in our mission.
Flexible PTO
Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short/long-term disability (paid by Facet), life insurance, and paid parental leave.
Certification and wellness reimbursement programs
Work from anywhere in the US