Director of Partnerships

Job description

Company Overview:

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 Partnerships to join the Member Success team in beautiful Bozeman, MT. This is a unique, newly created opportunity to build, deliver, and execute a cohesive partnership strategy at a mission-driven organization. We’re looking for an accomplished and creative professional with a solid foundation of success who is ready to support and steer the company as it continues along its rapid growth trajectory. Today, nearly 1,350 fee-for-service financial advisors across the U.S. are part of our ever-growing Network; as XYPN’s Director of Partnerships, you’ll leverage an intentional portfolio of third-party partnerships to create more opportunity for those advisors to run successful businesses. 

To start, you’ll engage with XYPN’s Leadership team to evaluate existing partnerships and identify strategic gaps to be filled by new partner relationships. From there, you’ll formulate a company-wide strategy for identifying needs, developing relationships with providers, negotiating contracts, and managing the portfolio of partnerships. If you’re ready to nurture, build, and scale innovative partnerships and you’re passionate about helping entrepreneurs launch, build, and scale their businesses, this could be the right role for you.

What You’ll Do:

  • Develop, execute, and manage a third-party partnership strategy for XYPN
  • Forge and foster partner relationships that help XYPN achieve its strategic objectives
  • Manage ongoing relationships with vendors to ensure efficient inclusion in XYPN’s member benefit offering. This includes:
    • Clear definition of responsibilities
    • Required marketing and messaging support
    • Adequate service level requirements
    • Efficient invoicing a payment systems
    • Ongoing calendar of renewals and required amendments
    • Competitive pricing
  • Routinely research top competitors and industry news to assess competitive landscape and corporate positioning
  • Routinely research top service and technology providers in the financial planning industry to assess opportunity for new partnerships with XYPN
  • Actively seek out new independent vendors and technology partnerships that fulfill XYPN’s strategic needs
  • Manage relationships of prospective partners through diligence and execution of agreements
  • Maintain communications with XYPN’s Member Success and Sales and Marketing teams and service lines to help “sell” the value of products and services
  • Support with other duties as necessary

The Deets:

Start Date: Immediately

Status: Full-time (40-45 hours/week)

Location: Bozeman, MT 

Department: Member Success

Reports to: Senior Director of Member Success

Compensation & Benefits:

  • Salary: $86,808/year
  • Team member stock ownership plan that contributes XY Planning Network stock to all team members at no cost
  • Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
    • 8 paid holidays when the office is closed
    • 401(k) with match; you put in 6% and we put in 4.5%
    • 12 weeks of paid maternity/paternity leave for the birth or adoption of a child
    • Health insurance w/employer contribution
    • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
    • Employer paid Life and AD&D insurance
    • Employer paid Long Term Disability coverage
    • $600/year to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
    • $250/quarter to spend on yourself specific to our core value of “Be Well Being You”
    • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
    • $2,000/year available in Professional Development Funds
    • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
    • Subsidized employer-sponsored childcare through our internal child care program
    • $5,000 relocation package available to those moving to Bozeman, MT
    • Company-owned laptop computer provided
    • Please see our Policies and Procedures Manual to learn more about our company and benefit offerings


    What You’ll Bring to the Table:

      • 5+ years developing and leading successful sales or partnership teams
      • Background in fintech and/or SaaS partnerships
      • High degree of strategic and analytical capability, and an ability to analyze new partnerships in financial terms
      • Proven track record of utilizing partnerships to increase revenue generation opportunities
      • A willingness to not just oversee, but to also do many things; this means getting your hands dirty in the details
      • Flexibility; daily and monthly tasks will quickly evolve and you need to be willing and able to roll with the punches
      • A solution-oriented mindset paired with the ability to think strategically and creatively when making decisions
      • The confidence to implement new ideas and be held accountable for their results

      Things That Will Make Us Drool:

      • Excellent negotiation skills
      • Experience working with senior management to align strategies and solutions
      • An understanding of the convergence of partnerships, technology, and reporting


      • Cover Letter
      • Resume
      • Applications will be reviewed as they are received