Senior Manager of Membership

Senior Manager of Membership

The Opportunity

As a Senior Manager of Membership, you aren't "selling" a complex, opaque financial product; you are a consultant for a service that solves a universal problem. Because we use a transparent, flat-fee model rather than charging based on assets (AUM), you can stand behind every conversation with 100% conviction.

What You’ll Do

• Have high-value consultations with leads provided by our robust lead-generation engine.
• Act as the primary point of contact for new, qualified leads, guiding prospects through a life-changing decision via video, phone, and email.
• Clearly explain Facet’s unique flat-fee membership model and how it bridges the gap between a prospect's current financial stress and their future goals.
• Work in lockstep with our Planning, Member Experience, and Marketing teams to ensure a seamless journey for our members.
• Engage in structured professional development, including weekly group training on key topics and weekly 1:1s focused on your personal evolution.

Requirements

• 5+ years of B2C sales experience, preferably in financial services or fintech, with a track record of exceeding quotas.
• Strong understanding of financial planning concepts (retirement, investments, tax, and estate planning).
• A deep passion for learning; you view sales as a sophisticated skillset requiring constant refinement.
• Excellent listener with the ability to build rapport and guide prospects through complex emotional and financial decisions.
• Proficient with CRM software (Salesforce) and comfortable in a remote-first, digitally-focused environment.
• Motivated by the goal of bringing financial freedom to the millions of Americans the industry has traditionally ignored.

Benefits

• Competitive Compensation: $170,000–$205,000 OTE with uncapped potential ($65,000–$85,000 base).

• Ownership: Equity in a rapidly growing company on the path to becoming the "Next Great Financial Services Company".

• Flexibility: Remote-first culture—work from anywhere in the U.S..

• Time Off: Flexible Paid Time Off (PTO).

• Comprehensive Coverage: Medical, dental, vision, 401(k) match, disability, and paid parental leave.

• Development: Weekly 1:1 coaching, daily performance insights, and education reimbursement

• Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025. As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews. Please see additional information