Senior Planner, Training & Onboarding Manager

Facet

. Translate advice standards, career pathways, and AI-driven quality rubrics into practical onboarding programs, ongoing skill drills, and career progression modules .

Posted 9/18/2026full-timeRemote • United StatesSenior💰 $135,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in training financial planners and facilitating career progression programs, with a strong focus on operational efficiency and the use of AI tools. Proven ability to manage projects, collaborate across teams, and refine training curricula based on feedback and performance indicators.

Highest-signal resume keywords

Certified Financial Planner (CFP®)Training Financial PlannersOnboarding OperationsProject ManagementAI Tools Utilization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Career Pathways DevelopmentBehavioral Coaching FrameworksTraining Program DesignPerformance TrackingUpskilling ModulesPractice ManagementFinancial Planning ConceptsInstructional Methods TestingOperational EfficiencyLogistics Management

Soft Skills

CommunicationProblem-SolvingCollaborationProject LeadershipAgile Mindset

Tools & Technologies

Facet’s Proprietary Tech EcosystemAI Tools

Certifications & Qualifications

Certified Financial Planner (CFP®)

Industry Keywords

Financial ServicesFintechAdvisor DevelopmentOnboardingTraining Programs

About the role

Key responsibilities & impact

Translate advice standards, career pathways, and AI-driven quality rubrics into practical onboarding programs, ongoing skill drills, and career progression modules
Partner with the Senior Director to translate advice strategy, behavioral coaching frameworks, and career pathways into live, scalable training programs
Serve as the primary operational point of contact across a planner's first 90 days
Facilitate hands-on training for planners on Facet’s proprietary tech ecosystem and AI tools
Collaborate with Operations, Compliance, People, Planning Leadership, and other cross-functional leaders to enable successful onboarding
Own setup logistics and administrative readiness for rolling hiring cohorts
Track early learning retention, tool adoption, and performance indicators during the first 90 days
Deploy targeted interventions for lagging indicators
Execute structured handoffs and provide Planning Leaders with visibility into new-hire readiness, strengths, and coaching needs
Operationalize and facilitate career path training modules
Run upskilling modules and practice drills for transitions across career tiers
Facilitate regular training sessions and practice drills for existing planner cohorts
Train planning leaders on practice drills and 1:1 coaching frameworks
Collect feedback to refine enablement playbooks and identify curriculum gaps

Requirements

What you’ll need

Certified Financial Planner (CFP®) designation
5–8+ years of experience in enablement, onboarding operations, or advisor development within financial services, fintech, or fast-paced environments
Demonstrated experience training financial planners and facilitating career progression programs
Deep understanding of core financial planning concepts, advisor workflows, and practice management
Agile mindset with proven capability to identify gaps in training programs, propose solutions, test instructional methods, and iterate rapidly
Highly comfortable using AI and modern tech tools to drive operational and learning efficiency
Strong project leader who can work independently and drive initiatives across cross-functional teams without needing direct reports
Exceptional project management, communication, and problem-solving skills
Ability to travel for in-person training as needed

Benefits

Comp & perks

Equity (ISO)
Flexible PTO
Medical, dental, and vision insurance
401(k) with employer match
Short/long-term disability paid by Facet
Life insurance
Paid parental leave
Certification reimbursement programs
Wellness reimbursement programs
Work from anywhere in the US