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, a wide range of technology solutions, and our various service lines.
XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have earned accolades in 2018, 2019, and 2020 as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better.
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 over 1,300 financial planning entrepreneurs achieve their great lives by supporting their businesses' start and growth. Finally, we have the pleasure of helping our 60+ 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.
About the Position:
XYPN is in search of a full-time Director of Advisor Education to join the Member Success team in beautiful Bozeman, MT. In this role, you’ll lead a team of talented individuals focused on the delivery of top-notch educational content for XYPN advisors with a singular goal: helping those advisors build and run successful businesses and be more effective financial planners for their Gen X and Y clients.
As XYPN’s Director of Advisor Education, you will be responsible for building out our education strategy, platform, and team. To start, you’ll lead the Advisor Education team and be accountable for key deliverables; these deliverables include contributing to and overseeing the process of building online courses in our educational platform, XYPN Academy, managing XYPN’s top-rated coaching programs, and contributing to and overseeing the process of building tools for XYPN members to leverage in their practices.
Whether through one-on-one coaching, network-wide webinars, the development of new tools and resources, or through our educational platform, XYPN Academy, XYPN’s Advisor Education team is committed to providing the quality education advisors need to be successful. With this critical hire, our goal is to evolve the Advisor Success team and consistently and thoughtfully deliver preeminent content to our membership to help them launch, grow, and scale their financial planning businesses.
What You’ll Do:
Projects You’ll Own:
Start Date: Immediately
Status: Full-time (40-45 hours/week)
Location: Bozeman, MT
Department: Member Success
Reports to: Senior Director of Member Success
Direct Reports: Executive Business Coach, Marketing Coach, Academy Manager, Financial Planning and Process Coach and Sales Coach
Compensation & Benefits:
What You’ll Bring to the Table: