Facet

👥 101-250💰 $100,000,000 Series C over 3 years agoFinancial Services Wealth Management Finance

Facet is a rapidly growing financial services company dedicated to providing a human-centric approach to financial planning and making financial advice accessible to underserved populations.

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Jobs at this company:

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🔥 Remote Financial Sales Representative

Posted 3 days ago

📍 United States

🧭 Full-Time

💸 60000.0 - 120000.0 USD per year

🔍 Financial Services

🔧 Requirements

Minimum 2+ years of proven success in financial sales or a related consultative sales role
Exceptional communication and interpersonal skills, both written and verbal, with the ability to build rapport and influence decision-making.
Demonstrated ability to confidently conduct outbound calls and manage a sales pipeline
Self-motivated and able to work independently while contributing to a collaborative team environment.
Proven ability to learn and explain complex financial concepts in simple terms
A genuine passion for empowering individuals to achieve their financial goals

💡 Responsibilities

Conducting meetings with prospective members through video calls, phone calls, and emails.
Managing a pipeline of interested prospects by scheduling meetings through text, email, and outbound dials
Explaining Facet's planning process and managing member expectations.
Helping potential members understand how personalized financial planning can improve their quality of life.
Facilitating smooth transitions to our financial planners by clearly communicating member needs and expectations.

Communication SkillsCustomer serviceNegotiationPresentation skillsWritten communicationInterpersonal skillsVerbal communicationActive listeningRelationship managementSales experienceCRMFinancial analysis

Posted 3 days ago

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🔥 Rollover Specialist - Consultant(Remote)

Posted 11 days ago

📍 United States

🧭 Contract

💸 30.0 - 35.0 USD per hour

🔧 Requirements

2+ years of experience in operations, specifically related to retirement accounts and rollovers.
Strong attention to detail and ability to manage multiple tasks effectively.
Excellent communication and interpersonal skills.
Proficiency in Excel and familiarity with data analysis tools.
Knowledge of retirement plan regulations, including IRS guidelines for rollovers.
Ability to work independently and as part of a team in a fast-paced environment.
Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections. A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100. If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed.

💡 Responsibilities

Provide direct member support to facilitate the seamless rollover of former employer-sponsored retirement plans (401k, 403b, 457, etc.) into Facet retirement accounts
Communicate effectively with members to understand their needs and address any inquiries related to their account transfers.
Work closely with members, custodians, and financial institutions to manage the rollover workflow and resolve any issues that arise.
Monitor the status of rollovers and proactively update members on their progress.
Maintain accurate records of transfer requests and member communications.
Identify process improvements to enhance efficiency and member satisfaction.

SQLData AnalysisCommunication SkillsMicrosoft ExcelCustomer serviceCompliance

Posted 11 days ago

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🔥 Affiliate Marketing Manager

Posted 14 days ago

📍 United States

💸 80000.0 - 95000.0 USD per year

🔍 Finance / Fintech

🔧 Requirements

5+ years of affiliate marketing experience.
Deep expertise running multi-channel affiliate campaigns and familiarity with the end-to-end customer journey.
Expert in API integrations and webhooks, Zapier in particular.
Experience managing major affiliate aggregators (CJ, Impact, etc…)
Proven track record of driving cost efficient member acquisition through affiliate marketing while collaborating effectively with cross-functional teams.
Comfortable juggling multiple projects in a fast-paced and ever-changing environment.
Strong analytical skills and ability to track and analyze campaign performance metrics.
Deep familiarity with CAC, CPA, CPC, CPM, CPL and LTV.
A strong grasp of funnel analytics and metrics driven performance marketing.
Deep understanding of the affiliate marketing space, channels and strategies.
Experience in Salesforce and Salesforce Marketing Cloud.
Detailed oriented with excellent communication and presentation skills.
Experience with affiliate marketing in the finance / fintech industry is a must.

💡 Responsibilities

Own Facet’s affiliate marketing program and be the day to day manager while developing a long-term affiliate marketing strategy that aligns with company KPIs and growth goals.
Constantly source, vet and test new affiliate partners to keep an ongoing pipeline of consistent performing and efficient lead gen channels.
Track and analyze existing affiliate performance metrics, providing insights and recommendations for optimization. Share results and learnings with cross-functional stakeholders, ensuring alignment and visibility.
Stay up-to-date with relevant industry trends and best practices in affiliate marketing to drive new opportunities and continuous improvement.
Regularly using Salesforce / Marketing Cloud and internal data dashboards to monitor growth progress and campaign performance.
Constantly optimize the full funnel prospect journey, including landing pages and dynamic / personalized nurture comms.
Work closely with cross-functional teams including data and analytics, business operations, compliance and nurture to ensure an optimized end-to-end journey.
Support the Director of Growth and the wider-Marketing team as needed to expand performance-based growth initiatives.

Data AnalysisSalesforceCross-functional Team LeadershipAPI testingCommunication SkillsAnalytical SkillsSEOMarket ResearchLead GenerationDigital MarketingCRMFinancial analysisA/B testing

Posted 14 days ago

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🔥 Senior Content Designer - Product

Posted 19 days ago

📍 United States

🧭 Full-Time

💸 130000.0 - 150000.0 USD per year

🔍 Fintech

🔧 Requirements

7+ years of experience as a Content Designer, UX Writer, Content Strategist, or similar role, with a proven track record of creating performant, user-centered content.
Advanced understanding of UX principles and best practices.
Proven experience conducting user research and applying diverse research methodologies, including A/B and multivariate testing, to inform content decisions.
Advanced experience with design tools such as Figma, Sketch, or Adobe XD required.
Experience in the Financial industry is a plus.
Exceptional writing, editing, and proofreading skills, with a keen eye for detail.
Experience working in a collaborative, cross-functional environment.
Excellent communication, presentation, and interpersonal skills.

💡 Responsibilities

Create copy that is free of industry jargon, concise, user-friendly, and performant for a variety of digital products and platforms, including web and mobile applications, for both internal and external audiences.
Write and edit a wide range of content, including microcopy, user interface text, onboarding flows, help documentation, FAQs, transactional emails, error messages, and in-app notifications.
Collaborate closely with designers, product managers, and engineers throughout the entire product development lifecycle, from ideation to launch and iteration.
Develop and maintain a content style guide and voice and tone guidelines for Facet's products, ensuring consistency across all touchpoints and alignment with overall brand guidelines.
Engage in rapid experimentation and testing, utilizing both quantitative and qualitative research methods to validate and refine content.
Transform user insights into effective and engaging content solutions.
Contribute to the development of marketing materials, such as website copy, blog posts, and social media content, as needed.
Work closely with legal and compliance teams to ensure content adheres to industry regulations and guidelines.
Present your work to stakeholders and effectively communicate your design decisions.

AgileFigmaUI DesignUser Experience DesignContent creationContent managementProduct designCommunication SkillsSketchRESTful APIsWritingCross-functional collaborationEditingA/B testing

Posted 19 days ago

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🔥 Senior Product Manager - Remote

Posted 23 days ago

📍 United States

💸 180000.0 - 230000.0 USD per year

🔍 Fintech

🔧 Requirements

7+ years of Product Management experience focusing on consumer products
Deep interest in personal finance and financial products
Builder mindset and the ability to drive large cross-functional initiatives
Analytical dexterity, proficiency with data analysis, market research, experimentation and A/B testing methodologies
Strong skills with solution scoping, prioritization and prioritization frameworks
Excellent ability to collaborate with technical and non-technical stakeholders
Curiosity, open-mindedness and drive for constant learning

💡 Responsibilities

Conduct market and user research, analyze internal data and competitors to understand what are the experiences we need to build
Estimate potential upside, understand resourcing and build cases for investing in various features
Prioritize and sequence various features, build product roadmaps based on qualitative and quantitative analysis of the opportunities
Design experiments, features and experiences from the ground up, optimizing for member value and business outcomes
Collaborate with cross-functional stakeholders to get buy-in and sharpen the understanding
Lay out product requirements and see through the execution and product launches, deciding on running certain interventions as features or experiments, and iterate to optimize the experience
Own execution end-to-end — including running experiments, and doing analysis with the support from the data team
Use all of the above to drive business metrics as an ultimate owner of your area

Data AnalysisProduct ManagementUser Experience DesignCross-functional Team LeadershipProduct AnalyticsREST APIAnalytical SkillsAgile methodologiesJSONBudgetingMarket ResearchData visualizationFinancial analysisA/B testing

Posted 23 days ago

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🔥 Senior Product Designer, Growth

Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 140000.0 - 160000.0 USD per year

🔍 Fintech

🔧 Requirements

7+ years of experience (including freelancing) as a Product Designer with a focus on growth, marketing, or conversion optimization, with a strong portfolio showcasing your design process and problem-solving skills.
Must have experience designing for direct-to-consumer products - SaaS or e-commerce experience is required.
Demonstrable experience building and maintaining design systems, including the use of design tokens.
Proficiency with a major design framework (e.g., Material UI, Ant Design, Tailwind); MUI preferred.
Strong understanding of conversion rate optimization (CRO) principles and best practices.
Experience designing and A/B testing landing pages, user interfaces, and marketing campaigns.
Demonstrable experience creating user-centered designs and the ability to convey UX principles to non-designers.
Experience with Figma, After Effects, Illustrator - creating Lottie animations is a plus.
Experience working in a cross-functional product squad/pod environment.

💡 Responsibilities

Design and optimize user flows and experiences for conversion and lead generation funnels, landing pages, referral programs, and e-commerce flows.
Design and A/B test high-converting landing pages and user interfaces for growth marketing campaigns.
Collaborate with the growth marketing team to develop and execute design strategies that drive user acquisition, activation, and retention.
Design and implement upsell and cross-sell experiences within the Facet app.
Contribute to the design of the marketing website and growth marketing ads as needed.
Conduct user research and A/B testing to gather insights and validate design decisions.
Present design work to stakeholders, clearly articulating design rationale, in various settings, including daily design team reviews, ad hoc reviews with product and engineering, and weekly executive reviews.
Work with a high degree of autonomy, taking ownership of projects from start to finish.
Stay up-to-date with the latest design trends and technologies in growth marketing.

Adobe After EffectsAdobe IllustratorDesign PatternsFigmaFrontend DevelopmentUI DesignUser Experience DesignProduct designREST APISaaSA/B testing

Posted about 1 month ago

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🔥 Senior Software Engineer

Posted about 2 months ago

📍 United States

🧭 Full-Time

💸 150000.0 - 175000.0 USD per year

🔍 Software Development

🔧 Requirements

3+ years experience in Go/Golang and/or React 16+
Experience with AWS: ECS, EC2, RDS, S3
Relational database experience, MySQL preferred
Knowledge of REST Architectural style
Experience with The Clean Architecture
Experience with Git, Bitbucket
Experience with frontend toolchains such as Webpack, Gulp, or Grunt
Experience with frontend testing tools
Experience with automated testing
Familiarity with Linux
Familiarity with Docker
Familiarity with FinTech APIs

💡 Responsibilities

Collaborate with Product and Planners
Design, develop, and test code in Golang and React
Estimate tickets in a ScrumBan process
Commit code to Git/Bitbucket
Write tests
Pair program with other developers
Participate in daily standups
Engage in learning sessions and hackathons

AWSDockerGitMySQLGoREST APIReactLinux

Posted about 2 months ago

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🔥 Sr. Product Marketing Manager

Posted 2 months ago

📍 United States

🧭 Full-Time

💸 150000.0 - 170000.0 USD per year

🔍 Financial services

🔧 Requirements

8+ years of experience in product marketing, preferably in the financial industry.
A proven track record of successful product launches and marketing campaigns.
Excellent written and verbal communication skills, able to tell compelling stories.
Strong analytical and problem-solving skills.
A passion for technology and a desire to make a real impact.
Preferred experience in a fast-paced, startup environment and conducting rapid consumer surveys.

💡 Responsibilities

Deeply understand our members and target consumers, conducting market research and analyzing data.
Collaborate closely with various teams like product, UX, engineering, sales, and marketing.
Develop product positioning and messaging that resonates with the audience.
Lead go-to-market strategies for new services and features.
Create a variety of marketing materials, including website copy and presentations.
Maintain competitive intelligence analysis and product claims library.

Data AnalysisProduct ManagementContent creationMarket ResearchMarketing

Posted 2 months ago

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🔥 Lead Data Analyst - Remote

Posted 4 months ago

📍 United States

🧭 Full-Time

💸 150000.0 - 180000.0 USD per year

🔍 Consumer technology

🔧 Requirements

6+ years of experience in business intelligence, analytics, or decision scientist role, with 3 years directly with consumer data.
Experience with BigQuery, Snowflake, or similar data warehouse solutions.
Proficient in SQL, dbt, Google Sheets, and version control.
Experience with data collaboration to create optimized models and solve predictive problems.
Understanding of metrics such as LTV, retention, CAC, and proficiency in handling Salesforce CRM data.

💡 Responsibilities

Create visibility of Facet operations and product performance.
Drive improvement in Facet's business by analyzing data and identifying opportunities.
Be a trusted strategic partner to teams, building communication lines and using analytical skills to support their strategies.
Conduct data engineering tasks including gathering, cleaning, and preprocessing data.
Evaluate and produce quality code, ensuring free from errors and bias.

PythonSQLSnowflakeGoogle AnalyticsAirflow

Posted 4 months ago

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