Position: Marketing Operations Specialist (NEW POSITION)
Start Date: Immediate
Status: Full-time (Regular - Exempt)
Hours: 40-45 hours per week w/flexible schedule
Location: Bozeman, MT
Direct Reports: None
Reports to: Director of Marketing
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 nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have recently earned accolades 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.
As our Marketing Operations Specialist, you will be responsible for assisting with the management, monitoring, and optimization of XYPN’s marketing programs. The successful candidate will have a working knowledge of inbound digital marketing concepts and best practices. You will have strong attention to detail and the ability to multitask while managing various deadlines. The Marketing Operations Specialist supports all day-to-day operations for assigned channels, aiding campaign planning, scheduling, implementation, tracking, and reporting. Your assigned channels will include the XYPN Radio Podcast, social media/Facebook VIP community, paid social media acquisition, and our monthly sales webinar (“MPC”).
Compensation & Benefits:
Salary: $50,000 - $55,000 / year, dependent on experience
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