Talent Development Manager

Job description

Position: Talent Development Manager

  • Status: Full-time (Regular - Exempt)
  • Hours: 40-45 hours per week w/flexible schedule
  • Location: Bozeman, MT
  • Applications will be reviewed as they are received

Reports to

  • Director of Operations

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.

Job Description: 

We are looking for a highly motivated education and training focused team member to help us develop our people into being the best version of themselves. With 40+ team members, we recognize that our people are our only true market differentiator and cultivating that talent will be what determines the success of our company. The Talent Development Manager will independently coordinate, plan, and execute Education, Team Member Engagement, and Leadership Development Programs, along with other various programs as determined by our leadership team. 


  • Design, organize and facilitate programs to address business needs relating to team building, leadership development and required recurring trainings; including the on-going review of the programs and their effectiveness
  • Partner with Directors on development of success profiles, career paths and other programs to support team member growth
  • Consult with supervisor, leadership team and HR to provide guidance in the areas of talent
  • Support administration of team member engagement surveys and follow-up action plans
  • Develop communication and training materials to support talent development efforts
  • Support the performance management process
  • Provide input and expertise to internal training projects and ensure their implementation
  • Recruit, hire, and manage new internship program; designed to provide internal resources for our team to leverage


Required Qualifications:

  • Deep instructional design experience and knowledge
  • Experience with content development and delivery of content
  • Strong Program and/or Project Management track record
  • Teaching and training skills

What would make us drool:

  • Degree/Certification in Instructional Design

Compensation & Benefits:

  • Salary: $67,472.00 / 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


  • Cover Letter
  • Resume

Please submit your applications packet via XYPN's career site: http://careers.xyplanningnetwork.com