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 internal tooling product efforts: conduct internal customer research and data analysis, build business cases, prioritize and roadmap features, define requirements, run AI prototypes and experiments, and own end-to-end execution with engineering, design, data, and stakeholders to drive business metrics.