Director of Financial Advisor Success

XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service 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. As the Director of Advisor Success, you will own and optimize the business consulting and firm success experience of XYPN’s 1900+ fee-only financial advisors. You’ll lead a team of experts to create clear pathways to success for independent RIAs and work collaboratively and creatively with customer experience, product marketing, and partnerships teammates to solve advisor problems through XYPN’s offering. Your goal? To help advisors launch, grow, and scale the financial planning firm of their dreams. You have a keen eye for the best practices and innovative solutions being used by independent RIAs, and with your team, you’ll translate those insights into tools, processes, and practice management products that help firms succeed. You’ll both strategize and do, serving as an expert and thought leader in the Network. To truly excel in this role, you’ll need to tap into industry trends, best practices, and emerging technologies, hone in on the needs of XYPN advisors, and translate firm data into actionable strategies and solutions that drive value. What you'll be doing Lead and manage the Advisor Success team, including XYPN’s Learning & Development and Coaching team members and programs. Build a deep understanding of XYPN firms, including their business models, strengths and weaknesses, needs, and opportunities. Own the annual XYPN Benchmarking Study, and review firm performance data and KPIs to identify trends, patterns, and areas for improvement. Identify and track ongoing firm success indicators, delivering regular reports to Executive leadership on member firm health. Develop a strategy for the coach consultant member benefit, and align coaching initiatives with the overall goals and objectives of the Network. Guide XYPN’s educational content strategy, including XYPN LIVE conference content, Continuing Education (CE) offerings, and practice management support. Set strategy for and maintain relationships with education partners, external experts, and advisor coaches. Collaborate with internal teams to create resources, training, and products to streamline firm operations and meet developing needs. Stay ahead of industry trends, emerging technologies, and best practices in consulting and advisory services. Identify and execute on opportunities for growth, innovation, and differentiation of XYPN’s practice management consulting and education. Contribute thought leadership content, such as articles, presentations, and conference sessions, to raise the profile of the consulting team and showcase expertise. Build relationships with industry associations, academic institutions, and other strategic partners to enhance the reputation and credibility of XYPN. Measurables: Member firm success Advisor satisfaction with their business The Deets: Start Date: Immediately Status: Full-time (40-45 hours per week with flexible schedule) Location: Remote and/or Bozeman, MT Overtime Status: Exempt Team: Membership Reports To: VP of Membership Direct reports: Yes Travel: Up to 25% travel required for team retreats, conferences, and other company events What you'll bring to the table: 5+ years experience in practice management consulting or otherwise helping advisors to run a more successful practice. 5+ years experience working with or in independent, fee-only RIAs. Demonstrated success in optimizing advisory firm operations - you’re all about helping firms to achieve data-driven goals. You have a passion for identifying problems, collaborating with internal stakeholders, and developing advisor-centric solutions. You’re a pro at data-driven decision-making, using data to dive deep and determine root causes of problems and implement solutions. You’re a communication expert - you can easily code-switch and collaborate with teammates and external stakeholders to make sure we meet firm needs. Consistent attentiveness to the quality of advice —no nuance escapes your keen eyes Creative vision and problem-solving skills, and the ability to zoom out and see the big picture of the user experience. A passion for collaboration; you enjoy working alongside others, whether in-person or remote. Familiarity in self-directing your days—you can deftly manage your projects and tasks, seek out support, and re-prioritize as needed. Legally authorized to live and work in the United States. What would make us drool: The Certified Financial Planner (CFP) designation. Experience working as a financial planner in an RIA. Experience launching, running, and growing an independent RIA. Experience leading a team of coaches or consultants and building a top-notch practice management consulting service. Experience managing a team of full-time employees (ideally including experience managing remote team members). A demonstrated ability to work with large data sets to identify and solve business problems. Proven track record of scaling a practice management consulting service offering, while maintaining a personalized user experience. An understanding of the entrepreneurial experience - business ownership is tough - and an ability to advocate for member needs. XYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants. All team members at XYPN are owners We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year). 9 paid holidays (we offer flexible holidays). 401(k) with match; you put in 6%, and we put in 4.5%. 12 weeks paid parental leave for the birth or adoption of a child. Health insurance w/ employer contribution. Dental, Vision, Voluntary Life and AD&D, and Accident insurance options. Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available. Employer-paid Life and AD&D insurance. Employer-paid Long Term Disability coverage. Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee. $2000/year (prorated by start date) to put towards professional development. $250/quarter to spend on yourself specific to our core value of "Be Well Being You.” $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year. A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years. Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability) Company-owned laptop computer provided (Apple Products). XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer. #J-18808-Ljbffr