Job Description:
XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services. This is an opportunity to join a company on a mission to help others—and you—live your best lives. At XYPN, we’re redefining what’s possible for independent financial planners. As the Director of Marketing, you’ll develop and execute the marketing strategy that drives member growth, engagement, and long-term value. You’ll ensure we attract the right advisors, convert them into members, and engage them throughout their lifecycle, shaping and strengthening our reputation in the market along the way. With focused, intentional growth goals, you’ll bring together brand, demand generation, content, and lifecycle communications within a small, high-performing team. You’ll identify where we invest, where we experiment, and how we measure success, bringing clarity to competing priorities and focusing the team’s energy on the work that drives the greatest impact. As a hand-on, results-driven leader, you’ll work with the VPs of Emerald and Sapphire to set marketing strategy and define positioning, ensuring day-to-day marketing efforts translate into measurable, sustainable growth outcomes. You’ll collaborate closely with Sales, Sales & Marketing Operations, Member Success, and Product to translate business goals into clear marketing priorities and ensure alignment across the funnel.
