Job Opportunities API

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee. Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike. Why Facet? The Future of Financial Planning Leadership The Senior Director of Planners role at Facet is a high-impact, "leader of leaders" role designed for someone who is passionate about redefining the human impact of financial advice. We have moved past the traditional silos of wealth management to build a workforce that turns financial data into life-changing guidance. In this role, you aren’t just managing a department; you are leading a community of growth-seekers empowered by technology to do what only humans can: connect, coach, and catalyze real life change. By upleveling our leadership layer, you will empower every planner on the team to execute our Evolved Planner playbook with elite quality, deep consistency, and true human impact at scale. What Makes This Role Different? Scale Life Change, Not Products: Your primary mission is to ensure every member receives objective, life-changing advice. You are the leader of a model that prioritizes "service with soul," empowering our planners to understand a member's unique psychology and money stories to drive real behavior change. Focus on the Member, Not the Paperwork: We’ve built a proprietary, tech-enabled ecosystem to take the administrative burden off our planners' plates. As a leader, you ensure this synergy allows our team to move beyond transactional tasks and step into elevated roles as inspiring guides and thought partners. Leadership of Technology-Fluent Professionals: You will lead the organization through the transition from tech proficiency to AI fluency. You focus your energy on coaching our teams to work hand-in-hand with our systems, unlocking the human "superpower" of empathy and connection that technology cannot replicate. Join a Movement: We operate with a "One Facet" mentality—a flat, non-hierarchical structure that eliminates silos. You aren’t just managing a department; you’re leading a community of growth-seekers redefining an underserved industry and saving the world for families. Your Impact & Responsibilities: Strategic Leadership & Capacity Management: Manage and scale the Planning Leadership Team, coaching them to be world-class developers of talent who master the human elements of advice. You will oversee the strategic health and capacity of the entire organization, ensuring we balance workforce demand with an elite member experience to drive sustainable growth. Deputy to the VP of Planning & Member Experience: Serve as the VP’s operational proxy, leading the management layer independently and making high-stakes tactical decisions. Driving Scale & Performance:. 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. Champion of Human / Technology Synergy: Lead the organization through the adoption of new technology, ensuring planners retool their ski