Facet

Senior Director of Financial Planners

United States · Director

Sponsorship not specified$200k-$250kDetected 48 days ago

LeadershipCommunicationProblem SolvingMentoringAdaptability

About the role

By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life.
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.

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.
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 skills to act as connectors to our team of experts and products.
Metric Consistency: Drive functional alignment to ensure all members have a high quality experience at every touchpoint.
Strategic Communication: Translate complex business strategies into an inspiring "why" that drives organizational action and talent growth.
You understand that change is hard for people, and know how to build deep trust, handle pushback, and bring hesitant teams along with you.
Manage and scale the Planning Leadership Team, coaching them to be world-class developers of talent who master the human elements of advice.

A Leader of Leaders: You have deep experience coaching other managers to be better leaders.
A Proven Scale Driver: You have explicitly done this before.
You have successfully led a large team (50+) through a major structural and/or operational evolution while maintaining peak team performance and high morale.
You are a highly resilient leader who thrives under pressure and serves as a stabilizing force that keeps the team focused, motivated, and execution-oriented during rapid growth.
CFP® Designation (Required).
12+ years of experience in financial planning or related services
direct experience as a financial planner required.
12+ years of experience in financial planning or related services; direct experience as a financial planner required.

$200,000 - $250,000 base salary + bonus: Determined by experience, knowledge, and skills.

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 *Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs.
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.

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.

This listing is sourced directly from Facet's careers page and normalized into a canonical job model.