Position: COO / Integrator
Overview of XYPN:
XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
XYPN was recognized in 2018 by Inc. Magazine as the fastest growing company in Montana, and the 168th fastest growing business in the US. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry.
Our mission is to “help people live their great lives”. We have the honor of helping tens of thousands of clients achieve their great lives by supporting the financial advisors who guide them in the financial planning process. We also have the privilege of helping almost 900 financial planning entrepreneurs achieve their great lives by supporting their businesses' start and growth. Finally, we have the pleasure of helping our 40+ team members live their great lives by being a place where they want to come to work, supporting their unique life circumstances, and ultimately making a difference in the world so we can all leave our mark.
We are looking for a results-driven and detail-oriented COO/Integrator who can take responsibility as a Senior Executive in XY Planning Network and help us scale through the next stage of growth (the path from ~50 to 250 employees). Our co-founders, Alan and Michael, both serve as long-term visionaries of the company, but as Thomas Edison said, ultimately “vision without execution is hallucination”. We need a leader who is skilled at taking the strategic plan of the company, and converting it to execution with the available resources.
This dedicated leader will develop and maintain control of all business operations, and will be an experienced and efficient leader with excellent people skills, business acumen, and an exemplary work ethic.
In addition, the right candidate will have an instinctive ability to recognize, retain, develop, and respect the talent within the organization, and help guide team members to reach their full potential through support and mentorship.
What would make us drool:
Compensation & Benefits:
Salary: $125,000.00 / year
Relocation assistance available, if applicable
401K (4.5% match on 6% contribution)
Health insurance w/employer contribution
8 paid holidays
Open vacation policy (Required to take a minimum of 3 weeks per year)
Please see our Dream Team Handbook to learn more about our company and benefit offerings
Please submit your applications packet via XYPN's career site: http://careers.xyplanningnetwork.com