The XY Planning Network (XYPN) is a turnkey financial planning platform on the leading edge of a movement to help financial advisors (typically Gen X and Gen Y) provide financial advice for an affordable monthly fee to Gen X and Gen Y consumers. We provide support to our members to help them succeed in their advisory firms, in the form of technology tools, compliance consulting, practice management advice, business tools and templates, and a community of like-minded advisors.
In 4 years, we have become the largest turnkey financial planning platform in our industry and we want to maintain our current growth rates in excess of 15% per quarter.
This person in this position will be responsible for managing the Advisors Success team. The team focuses on providing education to our members through multiple coaching formats (1-to-1, small group, and network-wide), as well as building tools and resources for members to use in their practices. This role will be responsible for contributing to and overseeing the process of building online courses and tools for XYPN members to use in their practices. The primary goals of the Advisor Success team are to help advisors:
Run better businesses
Be more effective financial planners
Determine goals for the businesses they are building
What You'll Be Doing:
Manage the Advisor Success team which includes executive coaches and an instructional designer
Facilitate the build of business coaching programs
Implement and manage processes for XYPN Academy
Build tools, templates, checklists and how-to guides for XYPN members to use in their practices; this will involve utilizing Subject Matter Experts to collect data, then converting it into usable processes and workflows for members
Help develop a standardized XYPN financial planning process and templated deliverables that members can use and adapt in their own practices
Manage the annual Benchmarking Survey
Own the content planning for events, including:
XYPN LIVE, our national conference
Xcelerate, for growing firms
XYPN Residency, for new advisors
Monthly CE webinars
Other content for members delivered via webinars, XYPN Academy, etc.
Manage scholarship programs
Help evaluate tools and services that our advisors are requesting to determine if XYPN should formally partner and promote
5+ years experience in practice management consulting or similar, helping advisors run more successful practices
A background in personal finance or financial advisor-facing topics is required
Experience building processes and workflows
Ability to convert content/expertise from Subject Matter Experts (SMEs) into tools, processes, and workflows
Experience managing a team consisting of full-time employees and independent contractors (ideally with experience managing virtual team members)
Ability to create project timelines and meet deadlines
Comfort with adopting technology and teaching others to use it effectively
Initiative to be a self-starter and self-managed
Must be flexible, as daily and monthly tasks will quickly evolve
Desire to support the growth of the next generation of financial planners
Preference for a flexible working environment in terms of location, hours, and execution of tasks
Confidence to implement new ideas and be held accountable for their results
This position will report directly to Raul Dominguez, COO of XY Planning Network.
Employer will assist with relocation costs.
Additional Salary Information: Health benefits package
401(k) with match:
100% match up to 3% of base salary
50% match for the next 3% base salary
Quarterly bonuses - up to 5% quarterly (up to 20% annually) based on company-wide goals
Open vacation policy
Flexible work hours
MacBook Pro provided
Occasional paid staff work retreats for strategic planning and project work (2 to 3 retreats per year, for 2-4 days at a time) plus our National Conference in late September. Attendance at staff retreats and conference are mandatory.
About XY Planning Network
Our founders, Michael Kitces and Alan Moore, struck a chord as they preached about the need to do financial planning differently to serve Gen X and Gen Y clients. Whether they were speaking at an industry conference, writing a blog, podcasting, or simply tweeting, the message was heard loud and clear: it's the dawn of a new era in financial planning. Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. If you're up for the challenge of disrupting an industry, join us.