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Business Development Rockstar

About Facet

Facet is disrupting the wealth management industry. Our innovative technology and unique advisor model allow us to deliver high quality financial services previously available only to the very wealthy, to the 33 million mass affluent households in the US.  As a company, our goals are:

  • Help millions of Americans achieve their financial goals through high quality financial advice previously not available
  • Build the next generation of financial planning and financial life management tools that redefine how wealth management is delivered
  • Create a company culture that is as fun as it is stimulating

 

Our Promise to You

  • A-players: Life is too short to work with people who aren’t rockstars
  • Data Wins: We are objective to a fault
  • Integrity: Helping people with their money requires incredible trust. We do not take this lightly.
  • Everyone Has a Voice: Great ideas can come from anywhere. We will always listen
  • Continuous Improvement: we commit to always asking how we can be better, in everything that we do (including the hiring process!)

 

The Job: What We Need

We are looking for someone to manage all of Facet’s top-of-funnel processes and efforts. We work with other financial advisors, platforms, and industry partners to transition their small accounts to Facet. We run a B2B sales process to identify potential RIAs, broker/dealers, and other wealth management firms to work with. You will be responsible for outreach and qualification of all potential prospects and partners, and will work closely with the rest of the revenue team to help with structuring and closing deals.

 

About You

  • You have 2+ years experience in sales
  • You are comfortable owning a number: you will be measured on the number of qualified opportunities that you generate for the revenue team
  • You have experience in financial services and are fluent in industry jargon
  • You are process-oriented and diligent (coordinating and running lots of outreach processes)
  • You are outgoing (a big part of this job will be outward-facing)
  • You are hungry and a self-starter. We don’t want to manage you--we want you to manage us. And the sky is the limit with this job: if you do it well you will advance quickly in the organization
  • You are innovative and always looking for a better way to accomplish something
  • You understand the tools: expert at using Salesforce, email tools, and lead-gen databases


Your Responsibilities

  • You are responsible for all top-of-funnel outreach efforts. You feed our revenue team with qualified opportunities
  • Optimize marketing and outreach campaigns to generate maximum response and interest in partnering with Facet
  • Work closely with channel partners and manage partner relationships to generate leads
  • Work closely with our revenue and marketing teams to create and disseminate content to maximize awareness of Facet in the financial services industry

 

Perks

  • Competitive salary and significant equity: we pay up for the best talent
  • Unlimited vacation: we trust you
  • All the benefits: health insurance, 401(k), etc (oh, and a dedicated financial planner)
  • Work from anywhere: our founders are big fans of distributed work (but most of us are in Baltimore)
  • Work with the best: see our A-player credo above
  • Take a shot at helping millions of people live better financial lives

 

 

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