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:
Our Promise to You
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.