Director, Planning Team Lead

About the Role

At Facet, we put the member above all else. As a Director, Planning Team Lead, you will function as an elite player-coach, continuing to serve as an inspiring financial guide for your own members while leading and empowering a team of financial planners. In this role, you serve as an important link between firm-wide strategy and pod execution. As a proactive steward of both our people and our mission, you navigate the complexities of a growing business by synthesizing insights from the field into innovative, firm-aligned solutions. You model the 'One Facet' mindset—cultivating a culture of positive intent and agility that keeps your team inspired. Your mission is to drive high-performance results by helping your planners embrace the 'why' behind our evolving path, ensuring they feel supported and empowered to create life-changing member experiences.

What You'll Do

Leadership & Coaching (~75% of Time)

• Team Leadership: Lead and support a pod of financial planners, helping them navigate organizational updates, build a high-trust team environment, and align daily execution with broader company goals.
• Coaching & Skill Development: Conduct regular 1:1s and quality reviews to help planners refine member communication, transition from technical execution to empathetic relationship management, and address individual learning opportunities.
• Escalation & Practice Support: Act as the primary advisor for your pod on calendar management and member relationships, while handling complex member escalations and compliance issues.
• Process & Tech Execution: Ensure full team adoption of Facet's core planning methodology, tools, and proprietary technology platform.
• Strategic Collaboration: Partner with the broader Planning Leadership team to resolve business challenges and map out clear, long-term growth plans for every planner in your pod.

Direct Financial Planning (~25% of Time)

• Member Management: Maintain a portfolio of 50–100 members, delivering personalized financial planning that guides members through key trade-offs and decisions.
• Live Training Demos: Onboard 1–2 members each month as live teaching opportunities for your pod, demonstrating effective member engagement and tool usage.
• Personal Efficiency: Manage your own tasks, schedule, and member load efficiently to serve as a practical example for your team.

Success Metrics

• Member Impact: Achieve high member activation and unsolicited positive feedback from members for your own planning and across your pod.
• Quality Standards: Maintain high quality and consistency scores for your own planning and consistently high rubric scores across your pod.
• Team Performance: Drive pod NPS and ensure all planners meet or exceed numeric targets across every touchpoint (action on advice, quality, consistency, etc.).

Requirements

• Credentials: CFP® designation
• Experience: 7+ years of comprehensive financial planning experience.
• Proven Performance: Must have consistently maintained a high quality score in both personal planning and team development.
• Leadership Experience: 3+ years of experience coaching and developing high-performing planners.
• Technical Depth: Planning expertise in nuanced topics like equity compensation, tax, estate planning, and debt refinancing.
• Startup Mindset: Experience in a financial services startup and the ability to adapt to evolving service models.
• Communication: Ability to move people through resistance points and provide the "nudge" required for behavior change.

Benefits

• $140,000 - $160,000 base salary + bonus.
• Equity (ISOs): it is important to us that all employees are shareholders in our mission.
• Flexible PTO
• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options, and paid parental leave.
• Certification reimbursement program.
• Work from anywhere in the US.