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Facet

Financial planning for every facet of your life.

Senior Director, Financial Planning

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 201-500Since 2016H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

22 days ago

Salary

$200K - $250K / year

Seniority

Senior

Professional Certificate12 yrs expEnglish

Job Description

Senior Director, Financial Planning

Facet

• 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.

Job Requirements

  • 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

  • $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

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