Teams at Facet (facet.com)

Provide personalized tax planning advice to financial advisory members, review tax situations, recommend strategies, answer tax questions, research tax issues, create withholding recommendations, and educate internal teams. The role focuses on Roth conversions, charitable giving, rental properties, business planning, equity compensation, and individual tax law while coordinating with financial planners and planning leadership.

Develop product positioning, messaging, and go-to-market strategies for financial services. Lead launches, analyze consumer insights and competitive intelligence, create marketing and sales enablement content, maintain claims and visual libraries, and collaborate with product, sales, planning, UX, engineering, and marketing teams to drive growth and member engagement.

Leads product marketing, go-to-market strategy, messaging, positioning, and member CRM initiatives across the full lifecycle. Partners with Product, Design, Sales, Finance, and Analytics to launch offerings, increase adoption, engagement, retention, and cross-sell opportunities. Oversees campaign measurement, optimization, and high-performing prospect programs, while managing and developing a marketing team.