Senior Manager of Membership
About the job
- At least 5 years of business-to-consumer sales experience, preferably in financial services or financial technology, with a track record of exceeding quotas.
- Strong understanding of financial planning concepts, including retirement, investments, tax, and estate planning.
- Passion for learning and willingness to continually refine sales skills.
- Ability to listen, build rapport, and guide prospects through complex emotional and financial decisions.
- Proficiency with customer relationship management software, specifically Salesforce, and comfort working in a remote-first, digitally focused environment.
- Conduct high-value consultations with leads provided by the lead-generation engine.
- Serve as the primary point of contact for new, qualified leads, guiding prospects through a decision via video, phone, and email.
- Explain the flat-fee membership model and how it addresses prospects' current financial stress and future goals.
- Coordinate with Planning, Member Experience, and Marketing teams to ensure a seamless member journey.
- Participate in structured professional development, including weekly group training and weekly one-on-one sessions focused on personal development.
- Experience in financial services or financial technology.
About the company
Facet Wealth provides personalized and affordable financial planning services for individuals and families through a flat-fee membership. Clients pay a set fee for access to a team of Certified Financial Planner (CFP) professionals who deliver unbiased, holistic financial guidance across life events like starting a business, buying real estate, planning for a family, investments, and retirement, with no commissions or product sales. The flat-fee model and direct CFP access distinguish Facet Wealth from traditional advisors by removing hidden costs and conflicts of interest, offering transparent, comprehensive planning. The company aims to make professional financial planning accessible to more people and become a trusted, preferred choice in the financial advisory market.
Company Size
201-500
Company Stage
Debt Financing
Total Funding
$263.2M
Headquarters
West Palm Beach, Florida
Founded
2016
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Simplify's Take
What believers are saying
- Facet launched tax preparation and filing for members in September 2025.
- Facet’s 2024 $35 million financing funded technology and expanded planning services.
- Facet’s 2025 downmarket push broadens employer and younger-customer acquisition beyond wealthy households.
What critics are saying
- Facet’s 2025 audited balance sheet shows only $6.2 million cash against expansion demands.
- Heavy 2024 debt financing from Multiplier Capital increases refinancing pressure by 2027.
- Charles Schwab, Vanguard Personal Advisor, and Human Interest target Facet’s mass-affluent downmarket niche.
What makes Facet Wealth unique
- Facet’s flat-fee planning model removes commission conflicts and asset-based pricing pressure.
- Facet added tax filing, estate planning, and direct indexing to one membership.
- Facet serves 24,000-plus members with $5 billion assets, unusual scale for subscription advice.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Life Insurance
- Parental Leave
- 401(k) Company Match
- Wellness Program
- Tuition Reimbursement
- Remote Work Options
- Company Equity
- Professional Certification Support