XY Planning Network - United States

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, ...

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...