Member Portfolio Specialist

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

Facet is seeking a Member Portfolio Specialist to join our growing Trading & Investment Operations team. In this role, you will take ownership of member requests and will open, fund, and implement accounts in accordance with Facet’s investment strategy. We are looking for someone who has solid knowledge around basic trading and retirement accounts and is willing and excited to learn more about complex trading and portfolio structure. 

• Account Guidance: Serve as a point of contact for members seeking clarity around account opening, positions, funding, and general portfolio rebalancing.
• Member Education: Educate members on brokerage features, account mechanics, trading rules, IRA transactions, and life event transitions.
• Inquiry Resolution: Address and resolve member inquiries regarding account status, trade discrepancies, cost basis adjustments, and corporate actions with clarity and empathy.

• Planner & Investment Team Partnership: Partner closely with Facet’s CFP® Financial Planners to evaluate member portfolios, discuss trade options, and align execution workflows with members' holistic financial plans.
• Trade Workflow & Custodian Support: Facilitate and monitor trade requests, model adjustments, and rebalancing activities across custodian platforms (e.g., Schwab, Fidelity, Apex).
• Subject Matter Expertise: Act as an internal trading authority for customer support and planning teams on managed account mechanics and complex IRA account topics.

• 2+ years of experience in client-facing trading support, brokerage operations, or investor services (experience with a major brokerage or tech-enabled RIA preferred).
• Solid understanding of equity and ETF trading, option strategies, order routing, cost basis methods, tax-loss harvesting, and custodian transfer processes.
• Proficiency with Order Management Systems (OMS), custodial platforms, and portfolio management/rebalancing software (e.g., Orion, Envestnet, Addepar, or similar).
• Advanced computer & analytical skills, including strong proficiency in Excel and financial CRM/ticketing software.

• Exceptional verbal and written communication skills with a demonstrated ability to break down complex trading concepts into clear, jargon-free conversations for members.
• Empathy and active listening skills, maintaining a patient, member-first mindset during high-volatility market events or complex inquiries.
• Strong problem-solving ability with razor-sharp attention to detail and high accuracy under time-sensitive market conditions.

• Trading and allocating separately managed accounts (SMA) and/or unified managed accounts (UMAs).

• Work with portfolio rebalancing software such as Orion Eclipse, Envestnet, or Addepar.
• Learn Sleeved trading practices, including the oversight and reconciliation of multiple sleeves within a portfolio.
• Gain a Deep understanding of direct indexing strategies, tax-loss harvesting, and large-scale ETF trading across multiple custodians.