XY Planning Network

Join our Bozeman team as a Billing Specialist, managing the full billing cycle for a financial services firm. You will process invoices, resolve discrepancies, and ensure accurate client billing using platforms like Orion and AdvicePay. This role offers exceptional benefits including an ESOP, unl...

Join our team in Bozeman as a Client Service Specialist, providing high-quality operational support to financial advisors on TAMP and Sapphire platforms. This role requires 1+ years in financial services, exceptional attention to detail, and strong communication skills. We offer an excellent ESOP...

Lead client service operations for a financial services firm in Bozeman. This hands-on manager role requires 4+ years of experience, Schwab/Orion knowledge, and people management skills. Enjoy top benefits like an ESOP, unlimited vacation, and a 401(k) match.