XY Planning Network

Compliance Generalist role at a growing RIA, partnering directly with the CCO to shape and scale the compliance program. Ideal for candidates with 3–8 years of SEC-registered RIA experience, deep knowledge of the Investment Advisers Act, and hands-on skills in fee billing audits, testing, and reg...

Lead marketing strategy for XYPN, the leading platform empowering fee-only financial advisors to build independent firms. As Director of Marketing, you'll drive member acquisition, conversion, and lifecycle engagement in Bozeman, MT. Requires 5+ years owning full-funnel outcomes, brand strategy, ...

Join a leading financial services team as a Client Service Specialist. You’ll provide high-quality operational support to advisors, managing service requests end-to-end with strong attention to detail. Ideal candidates have 1+ years in customer service and financial services, plus excellent commu...

Lead the advisor experience at a growing financial services platform. You will oversee onboarding and client service teams, designing scalable systems and processes. This strategic role requires deep RIA custodian knowledge and a passion for creating clarity and consistency. Enjoy top-tier benefi...

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.