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Head of Strategic Planning

2 months ago

Baltimore, Maryland, United States Facet Full time
Position Overview

At Facet, our members are our top priority. As the Head of Strategic Planning, you will embody this principle daily by guiding a team of planners, motivating them to excel in delivering exceptional value through our unique planning approach. We believe that human planners play a vital role in fostering trust and connection, enabling us to provide a truly transformative financial planning experience for our members. Your focus will be on empowering our planners to become brand ambassadors and champions of Facet, consistently creating impactful experiences for our growing member base.

Key Responsibilities:

Leadership & Culture Development

  • Drive a cohesive, One-Facet culture within your teams. Clearly articulate the purpose behind our initiatives and ensure alignment with our overarching go-to-market strategy.
  • Communicate company objectives and initiatives effectively to your team, ensuring clarity on expectations and performance metrics.
  • Inspire your team to represent the brand authentically and motivate them to deliver outstanding value, turning members into enthusiastic advocates.
  • Manage a team of up to 14 financial planners, collaborating with them to develop coaching plans that support long-term success for both the planners and Facet.
  • Act as a representative of the planning department within the organization, engaging in strategic projects as necessary.
  • Promote a member-centric environment through recognition and celebration of team achievements.
  • Shape the planning culture at Facet to ensure high engagement and retention of talented planners.

Process Compliance & Technology Integration

  • Ensure complete adherence to Facet's philosophy, processes, and technology across your team.
  • Achieve or surpass all key performance indicators related to go-to-market programs for your team.
  • Develop tailored coaching and development plans for each planner to meet numeric targets across all interactions.
  • Become proficient in our tools and regularly utilize them to coach and train planners on effective adoption and usage of our proprietary software.
  • Serve as a practice management consultant for your team, integrating best practices for time and relationship management.
  • Regularly verify that your planning team maintains adequate capacity to support sales initiatives.
  • Act as a key resource for the planning team, assisting in resolving member challenges and compliance issues.

Quality Assurance & Brand Integrity

  • Establish a new standard of quality across all member interactions that aligns with our brand values.
  • Aim for a Net Promoter Score (NPS) of 65+ and consistently improve customer satisfaction metrics.
  • Ensure high-quality interactions through proactive coaching and the use of performance rubrics.
  • Quickly identify team members who may not be long-term fits and engage in constructive performance discussions.
  • Contribute to the recruitment of the next generation of financial planning talent, raising the bar for quality.

Qualifications:

  • CFP designation required.
  • Minimum of 10 years of experience in financial planning.
  • At least 5 years of experience in leading and developing high-performing customer-facing teams.
  • Proven project leadership skills with a track record of delivering results through collaboration.
  • Extensive knowledge of the financial services industry and customer needs.
  • Experience in transformational change management within service models.
  • Expertise in developing strategies that enhance processes and member experiences.
  • Familiarity with various financial planning topics such as equity compensation and estate planning.
  • Experience in a financial services startup environment is preferred.
  • Willingness to travel for training purposes.
  • Must meet minimum WiFi standards for effective remote work.

Compensation & Benefits:

  • Annual salary range of $135,000 - $175,000, plus performance-based bonuses.
  • Equity options available.
  • Flexible paid time off policy.
  • Comprehensive benefits package including medical, dental, and vision insurance, 401(k) with employer match, and paid parental leave.
  • Certification reimbursement program.
  • Remote work flexibility within the United States.