Staff Product Designer, Internal Tools

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. To achieve this, we leverage a "human-plus-tech" approach, combining the expertise of CFP® professionals with cutting-edge AI and automation. 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.
The Opportunity

We're looking for a Staff Product Designer to take ownership of Facet 's internal products. Facet relies on dedicated teams across financial planning, sales, support, and investment operations to support tens of thousands of members nationwide. Our bespoke software is essential to their daily workflows. This is a crucial role for a designer who finds deep satisfaction in untangling complex workflows, designing for dense information architecture, and advocating for internal users.

Stepping into an active and highly energized space, your first mandate is to take over and lead UX research for our internal tools. From there, the goal is to architect scalable, intuitive mental models and interfaces that optimize complex daily tasks. By partnering closely with Product Management and Engineering, this role transforms legacy tools into streamlined workspaces. Ultimately, this work elevates our staff's ability to operate efficiently without sacrificing the top-tier service our members expect. While the immediate priority is redesigning the core platform to increase financial planner capacity, reduce onboarding friction, and drive business unit economics, the scope of this opportunity also extends to critical tools used across our entire internal ecosystem.
Responsibilities:

- Own the complete design process for Facet 's internal, web-based software tools from problem framing and information architecture through UI design, prototyping, and shipping.

- Translate core planning and operational mental models into clear, intuitive experiences and dense UI patterns that enable Facet 's unified philosophy to be executed consistently.

- Untangle legacy information architecture across multiple internal surfaces by consolidating fragmented tools and duplicate actions into logical, efficient workflows.

- Design comprehensive workflow solutions for our planners and sales teams, optimizing how they schedule meetings, capture notes, answer messages, and manager daily tasks.

- Conduct ongoing research with Facet 's internal teams to validate interaction patterns, surface unmet workflow needs, and advocate for power users who spend the majority of their day in these tools.

- Design interfaces that clearly communicate exactly what the tools are doing, giving our teams the confidence to rely on automations rather than falling back on manual habits.

- Make pragmatic design decisions, knowing when to go deep on UX craft and when to ship scrappy, functional solutions that move operational efficiency forward toward business targets.

Requirements

-
Online portfolio required for consideration and must showcase strong information architecture, systems thinking, and complex workflow design instead of pure consumer visual polish.

- 7+ years of product design experience with a track record of shipping software for data intensive workflows, internal tools, or specialized professional platforms; fintech experience a plus.

- Comfortable