XY Planning Network, LLC

XY Planning Network (XYPN) is the leading organization of fee-only financial advisors who specialize in serving Gen X and Gen Y clients. The mission of the Network is to serve those advisors by helping them start, run, and grow RIAs focusing on the next generation of clients. 

Company Benefits & Perks:

  • Relaxed dress code
  • Autonomy to own your schedule
  • Workplace diversity
  • Paid time off
  • Laptop
  • 401K
  • Early out Fridays

Family-Friendly Benefits & Perks:

  • Paid maternity leave
  • Paid paternity leave
  • Returnships offered
$70,000 - $80,000 yearly
XY Planning Network, LLC Bozeman, Montana, USA
Jun 20, 2018
Full time
About Us AdvicePay is the first and only way for financial planners to get paid in a compliant way on a subscription or one-time basis by ACH or credit cards. At AdvicePay, we are helping shape the future of financial planning because we believe there is a more straightforward way for consumers to get financial advice. AdvicePay is the missing puzzle piece to bring real financial planning to all Americans. Historically financial planning advice was only available to millionaires; however advisors have shifted focus to helping people build wealth, instead of only those who already have wealth. Financial advisors have complicated compliance regulations that have hindered the ability for them to work with all clients. About the Position This is a full-time position for a Senior UI/UX Designer. The senior designer will be responsible for making our SaaS application user-friendly and b-e-a-utiful for the advisors and their clients who use AdvicePay. You will be the first on-staff UI/UX designer; this requires you to have the ability to understand, create and lead the user experience of the platform along with the overall design direction. This position requires autonomy and independence, so the ability to make decisions and self-manage is key. You will also work alongside various AdvicePay stakeholders, such as the product manager, CEO, lead developer, and our Happiness Hero to gather and evaluate product requirements and deliver experience that meet the needs of both the Advisors and their clients. What You’ll be Doing Work collaboratively with AdvicePay team to gather and evaluate product requirements to create initial wireframes and user flows Create UI designs, screens and flows to accurately capture components, pages and features Create clickable prototypes to clearly illustrate how features and pages function Deliver development ready assets, and follow up that designs are implemented in development Proactively identify UX problems from our users and troubleshoot solutions Facilitate user testing, interviews and feedback Run A/B tests and other analytic driven tests to determine effective solutions Iterate on designs to improve user experience What You’ll Bring to The Table 3-5 Years of Experience as a UI/UX Designer or similar role in a web application Vision to connect your work with the user’s needs and AdvicePay’s overall mission Confidence, autonomy, and action to own the design and AdvicePay user experience The knowledge of cutting-edge technology and its integration with how to design effectively given the advantages of reactive data versus the DOM You have a robust knowledge of best design practices and contemporary design patterns. You have an understanding of web capabilities and can effectively design alongside developers An iterative and curious design philosophy to solve problems A passion for working on projects where there is some unknown and ambiguity Ability to manage multiple features and timelines - communication is key! You have familiarity and use current design tools: Wireframing - Balsamiq, Omnigraffle (or similar) UI Design - Sketch, Figma, Adobe XD (or similar) Prototyping - Invision, Marvel, Principle, Framer, After Effects (or similar) Handoff - Zeplin, Avocode, Invision, Marvel You can showcase work that demonstrates success in building quality products that have effective user experiences. Excellent problem solving, and ability to think outside of the box What Will Make Us Drool Ability to translate design into HTML5/ CSS3 Experience in SaaS Experience designing for fintech, finance or banking Compensation & Benefits $70,000 - $80,000 DOE Flex-Time so you can work where and when you work best Unlimited Vacations Days to Maintain Work-Life Harmony (We require that you take a minimum of 3 weeks of vacation per year) 401k With Match. You put in 6%, and we put in 4.5% Health benefits package Relocation package available MacBook Pro Provided We are headquartered in Bozeman, Montana. We believe to be your best self at work you need to be your best self at home. We encourage our team members to take advantage of all of the fun Bozeman has to offer. We value our personal life, because we recognize that healthy and happy people make the best team members.
$75,000 - $80,000 yearly
XY Planning Network, LLC Bozeman, MT, USA
Jun 11, 2018
Full time
About Us At AdvicePay, we are helping shape the future of financial planning because we believe there is a more straightforward way for consumers to get financial advice. AdvicePay is the missing puzzle piece to bring real financial planning to all Americans. Historically, financial planning advice was only available to millionaires, however, advisors have shifted focus to helping people build wealth, instead of helping only those who already have wealth. Financial advisors have complicated compliance regulations that have hindered the ability for them to work with all clients. AdvicePay is the first and only way for financial planners to get paid in a compliant way on a subscription or one-time basis by ACH or credit cards. We are headquartered in Bozeman, Montana. We believe to be your best self at work you need to be your best self at home. We encourage our team members to take advantage of all of the fun Bozeman has to offer. We value our personal life, because we recognize that healthy and happy people make the best team members.  About the Platform Users of AdvicePay are financial planners who use our platform to get paid by their clients for fee-for-service financial planning.  About the Position As the marketing manager at AdvicePay, you’ll be responsible for the company’s marketing strategy and implementation for leads and for active customers. As a SaaS Company, potential users need to be able to quickly understand our value proposition and easily sign up. Leads need to be segmented and marketed to based on where they are in the sales cycle. Finally, customer retention and utilization are top priorities. We know that you can’t do everything on your own, so you’ll need to be qualified to lead and manage a marketing team. What You’ll be Doing Develop and implement our marketing strategy to increase customer acquisition, retention & utilization rates Maintain deep understanding of product roadmap to devise & execute communications around product releases, features, and updates, collaborating with Product Manager Oversee WordPress website, refining content to keep it up-to-date Manage multiple independent contractors such as website developers, content writers, graphic designers, public relations, etc. Develop lead-generation content such as webinars, white papers, blogs, infographics, tweets, landing pages, etc. Execute targeted PPC and social media advertising to support conversion goals Create editorial calendar and develop newsletter campaigns to segmented audiences Utilize HubSpot marketing automation software to streamline efficiencies and optimize pipeline Obsess over metrics around conversion points in our inbound funnel, implement appropriate tracking to measure success, and adjust tactics in response to data Collaborate with Sales and Customer Support teams to understand AdvicePay users and our value proposition; host engaging webinars for users and leads Stay up-to-date on leading marketing channels and practices What You’ll Bring to The Table Bachelor’s degree or higher in marketing-related field 5+ years practicing inbound marketing methodology History of increasing responsibility in marketing roles Experience building a marketing team from the ground up in a rapidly scaling start-up Fluency in marketing KPIs with Google Analytics proficiency Experience managing WordPress websites Demonstrated ability to grow a site's organic footprint through content creation, SEO, or editorial experience Understanding of social advertising and optimization practices across Facebook, LinkedIn, and Twitter Ability to develop strong marketing messages, write without error, and copyedit Excellent communication, decision-making, and project management skills What Will Make Us Drool Deep Hubspot Experience within the last 12 months Exposure to the world of financial planning, payment processing, SaaS, or fin-tech Compensation & Benefits $75,000 - $80,000 Depending on Experience Flex-time so you can work where and when you work best Unlimited vacations days to maintain work-life harmony (We require that you take a minimum of 3 weeks of vacation per year) 401k with match; you put in 6%, and we put in 4.5% Health benefits package MacBook Pro provided Relocation package available Please see our  Employee Handbook  for more information about benefits we offer including: Vacation policy, charitable involvement, parental leave, and more. Interview Process Phone Screen with AdvicePay team member - as resumes are received - typically within a week of receipt Initial Interview Work Sample - details will be communicated to candidates who advance to the final round of interviews Final onsite interviews in Bozeman + Team Lunch Start Date: ASAP
$45,000 - $50,000 yearly
XY Planning Network, LLC Bozeman, MT, USA
May 11, 2018
Full time
XY Planning Network (XYPN) is the leading organization of fee-only financial advisors who specialize in serving Gen X and Gen Y clients. The mission of the Network is to help those advisors start, run, and grow RIAs by providing a variety of tools and resources for their use. A detailed list of member benefits included in XYPN membership can be found here: https://www.xyplanningnetwork.com/advisor/member-benefits/ There are currently over 650 members in the Network and we’re growing rapidly. As XYPN continues to expand benefits, maintaining open lines of communication between members and XYPN about how to maximize membership will be imperative for the success of both XYPN and our members. That’s where the Member Experience Specialist comes in. Member Experience Specialists (MES) are the primary and ongoing point of contact for our members. They will personally introduce members to their member benefits and assist them with adopting them. Through a recurring meeting structure, MES teammates will develop meaningful relationships with the individual members and foster them throughout the member’s tenure. The Member Experience Program gathers valuable member information and encourages member involvement, resulting in more accurate member data, higher benefit adoption, increased member retention, and overall satisfaction. The ideal candidate will have strong customer service skills, be a self-starter, and a embrace a “don’t stop until I have the answer” attitude. We’re looking for someone who is comfortable engaging people of all personality types, and who can pivot their approach for different audiences. You’ll need to learn the language quickly and be able to communicate a broad range of ideas and instructions. In addition to being an extrovert and a confident communicator, you’ll need to be a diligent record-keeper. Beginning your XYPN career on the Member Experience Team will set you up for success in moving around (and up!) within our ever-growing company. To maintain quality member relationships, we anticipate the new hire will serve as an MES for 2-3 years. During that time, you’ll gain invaluable experience working with our most important asset - our members - and be provided ongoing opportunities to develop your own interest and skills while in the role. This position is located in Bozeman, MT. You will report directly to the Director of Member Services (a.k.a. Director of Getting Sh!t Done), Maddy Roche. Primary Tasks: Be the POC for XYPN members throughout their membership Structure quarterly/semi-annual touchpoints with 250+ members Facilitate quarterly/semi-annual meetings with 250+ members to educate and engage the member about XYPN, their member benefits, and how to maximize their membership Document accurate member notes and initiate follow-up Understand the applicability and importance of all member benefits Secondary Tasks: Increase members’ community involvement by connecting them to study groups, networking opportunities and other XYPN members Establish enthusiasm for the XYPN movement and convey energy and excitement around membership and our benefits Gather and track meaningful and reliable member data Meet with the Member Experience Team monthly to discuss new initiatives, benefits and programs Handle additional tasks as assigned, which can include facilitating & creating study groups, participating in & monitoring our internal Member Forums, hosting webinars, organizing and participating in the implementation of other member service programs Requirements: Undergraduate degree or 4 years of comparable work experience required Must be an active listener and communicator You must be an extrovert - you must derive energy from talking to people No direct financial planning experience is required for this position Administrative, multitasking, file management and organization skills are required Ideal applicant will thrive working independently for extended periods of time Compensation & Benefits: Compensation: starting salary - $45K-$50K 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. Interview Process: Phone screen with XYPN Team Member - as resumes are received - typically within a week of receipt Initial interview - hosted via Zoom (online conferencing software) - all complete by June 15th Work sample - details will be communicated to candidates who advance to final round of interviews Final onsite interview in Bozeman - June 23, 24, or 25 (schedules will be coordinated with final candidates)