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Facet

👥 101-250💰 $100,000,000 Series C about 3 years agoFinancial ServicesWealth ManagementFinance
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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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🔥 Investment Specialist - Remote
Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 80000.0 - 95000.0 USD per year

🔍 Financial Services

  • 3+ years of experience working directly with clients in financial services, preferably in an investment related setting with demonstrated success.
  • Must be able to be registered as an Investment Advisor Representative under a SEC Registered RIA: CFP® Designation, Series 65 or Series 7/66 Combo.
  • Experience with a wide range of investment concepts including modern portfolio theory, tax advantaged accounts, and global asset allocation strategies.
  • Superb consultative positioning skills, communication, organizational, and client service skills.
  • Ability to work independently and as a team member, balancing multiple responsibilities and demonstrating exceptional time management skills.
  • Must meet minimum WiFi standards to efficiently work in the Company’s environment.

  • Provide consultative expertise to our members that facilitates investment management at Facet.
  • Consult with members to effectively help them utilize the investment offering that is included in their Facet Membership benefits.
  • Meet with ~20 members each week via videoconference, phone, and e-mail to communicate Facet’s unique investment management strategies.
  • Resolve potential client objections to investing at Facet directly and through targeted message campaigns, building a library of content for planners and clients.
  • Drive Influence with members to target 75% of interactions resulting in Facet-managed accounts.
  • Work with members to implement their portfolio recommendations by coordinating account opening and funding activities with our Investment Operations team.
  • Coordinate with Facet’s Head of Investments to deepen investment acumen and drive thought-leadership.
Posted about 1 month ago
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🔥 Lead Data Analyst - Remote
Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 150000.0 - 180000.0 USD per year

🔍 Consumer technology

  • 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.

  • 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 about 1 month ago
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🔥 Security Engineer - Remote
Posted about 2 months ago

📍 United States

🧭 Full-Time

💸 140000.0 - 170000.0 USD per year

🔍 FinTech

  • 5-8 years experience as a Senior Security Analyst, Penetration Tester, Senior Red Team Analyst, Risk Analyst, or Vulnerability Researcher.
  • 5-8 years designing, building, or operating security controls in cloud environments.
  • 3-5 years experience deploying security controls with Google Cloud Platform.
  • Experience scripting and building automations in complex environments.
  • Intermediate operating systems support with Windows, MacOS, and Linux.
  • Experience securing distributed systems and web applications.
  • 1-2 years experience with infrastructure as code frameworks.
  • Interest in security industry topics.
  • Preferred experience in financial services or fintech.

  • Develop, test, and implement new ways to solve security issues.
  • Embed with product and engineering teams to identify, evaluate, and treat security risks during the product development lifecycle.
  • Collaborate with member services and investment operation teams to assess processes, identify risks, and create risk mitigation capabilities.
  • Develop automations for incident handling, vulnerability reporting, and remediation.
  • Assist with incident investigation and response.
  • Create security patterns for cloud systems and work with platform engineering teams.
  • Evaluate new technologies and processes to enhance security capabilities.
  • Guide vulnerability testing, risk analyses, and general security assessments.
  • Contribute to security policies, procedures, standards, or guidelines.
  • Review existing security technologies and recommend enhancements.

AWSDockerPythonAgileBashGCPProduct DevelopmentAmazon Web ServicesGoLinuxTerraformScripting

Posted about 2 months ago
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🔥 Member Experience Specialist - Remote
Posted about 2 months ago

📍 United States

🧭 Full-Time

💸 60000 - 75000 USD per year

🔍 Financial services

  • Minimum of 2-3 years of related experience providing technical support in the financial services industry.
  • Strong communication skills in verbal/written English.
  • Analytical and data-oriented problem-solving approach.
  • Tech-savvy with a desire to learn new tools and systems.
  • Experience supporting investment account rollovers and various transfer methods.
  • Experience managing messaging inbox and help desk ticketing platforms.
  • Ability to work independently and as part of a team.
  • Strong work ethic and a problem-solving mindset.

  • Be the face of Facet to the customer, providing timely, professional, and friendly customer app support.
  • Hone your technical investments knowledge and skill to help members facilitate investment transfers and money movements.
  • Ensure every member interaction is of the highest quality in terms of preparation, delivery, and follow-up.
  • Provide timely follow-ups to members on status updates for transfers, rollovers, and funding requests.
  • Diagnose and provide solutions to customer questions and app troubleshooting.
  • Provide excellent member management including communication, documentation, and responsive follow through in all required systems.
  • Catalog and escalate common issues and resolutions to product and engineering teams.
  • Manage multiple member requests and meetings simultaneously while providing a consistent level of quality.
  • Manage your calendar effectively to provide ample scheduling opportunities for members.
  • Follow up with members that have low CSAT and/or NPS to capture concerns.
  • Be the voice of the customer to the Facet team, identifying process improvements.

Data AnalysisCommunication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentationTechnical support

Posted about 2 months ago
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