Leads website strategy, redesign, and ongoing optimization, building high-performing digital experiences that improve search visibility, personalize journeys, and grow qualified pipeline through conversion-focused experimentation.
Support senior financial planners by analyzing members’ financial information, developing tax-aware strategies, translating goals into actionable plans, and building skills through mentorship and member guidance.
Guide members through financial account transfers and digital workflows, providing responsive, empathetic support across phone, email, and video while resolving issues and sharing feedback with Product teams.
Support members across phone, email, chat, and video by resolving platform, billing, and investment-support questions, guiding them through digital workflows, and turning feedback into better service.
Own paid search strategy and execution across Google Ads, Microsoft Ads, and emerging channels, using testing, tracking, and performance analysis to drive qualified leads and new members.
Lead data science work from problem framing through deployment, delivering reporting, predictive and generative models, and data pipelines that inform decisions and improve member experiences.
Lead and coach a team of CFP® financial planners, develop scalable planning frameworks, partner across product and business teams, and maintain a small member practice to pilot initiatives.
Leads planner onboarding, training, and career development programs, guiding new hires through their first 90 days while improving learning, tool adoption, and coaching across planner teams.
Lead member-facing tax strategy consultations, analyze tax returns, and model forward-looking strategies that integrate with holistic financial plans—without preparing returns or handling compliance filings.
Own member trading and portfolio requests by opening, funding, and implementing accounts, resolving brokerage inquiries, and coordinating trade execution with financial planners and investment teams.
Leads and coaches a pod of financial planners while maintaining a personal member portfolio, translating firm strategy into strong planning practices and high-quality member experiences.
Provide personalized financial planning through virtual member meetings, building trusted relationships and guiding members to act on objective recommendations while coordinating solutions with investment operations.
Lead and scale the financial planning leadership team, coaching managers and planners while owning organizational capacity, performance, and technology adoption to deliver consistent, high-quality member advice.
Guide members aged 55+ through retirement with comprehensive financial planning, translating complex topics into actionable strategies while building trusted relationships and helping members make confident decisions.
Guide qualified prospects through high-value consultations, explain Facet’s flat-fee membership, and partner across teams to help people make informed decisions about financial planning.
Guide members through holistic financial planning with actionable, technology-backed advice, building trusted relationships and helping them make decisions aligned with their goals and best interests.
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