XY Planning Network

Launch your compliance career at XYPN in Bozeman. Prepare key regulatory filings (Form ADV, CRS) for fee-only RIAs with expert training and support. Enjoy a hybrid role with a clear growth path, exceptional benefits like an ESOP and unlimited vacation, and a collaborative team environment. Ideal ...

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...

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.