Teams at Facet (facet.com)

As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.

The Trading Operations Specialist manages trading operations, monitors accounts, collaborates with teams, and resolves trading issues while providing operational efficiency.

Lead and scale the Planning Leadership Team as deputy to the VP, manage capacity and performance across a large planner workforce, coach managers, drive adoption of technology and AI, ensure consistent high-quality member experiences and metric delivery, and translate strategy into organizational action during rapid growth and change.