Company Overview

XY Planning Network (XYPN) is the leading organization to make financial planning more accessible to the current workforce. Our platform supports a growing Network of fee-for-service financial advisors who want to provide comprehensive financial planning services for a monthly subscription fee. This model makes it possible to advise more clients without the asset minimums that create barriers of entry or product sales that present conflicts-of-interest.

The Network offers our members – both established and new financial advisors – a virtual community with compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. All designed to help them succeed independent of the traditional financial firm model that has limited so many in the past.

In 2019 we were thrilled to be recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine thanks to perks like family leave, unlimited vacation, paid sabbaticals, profit sharing, and more.

We also received an InvestmentNews Excellence in Diversity & Inclusion Award for breaking industry barriers in the financial advising profession when it comes to raising awareness about the importance of diversity through education, inspiration and company practices. XYPN’s commitment to achieving equality starts “at home” with diversity goals in hiring and extends to the Network members we support. We believe we’re better when we’re diverse - within our team and industry!

XYPN has been included five years in a row (2018 - 2022) on the Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better.

About the position

Here at XY Planning Network (XYPN), we’re on a mission to help people live their great lives. As the Media Production Specialist inside our Sales & Marketing organization, you’ll manage production across media channels including our popular podcast, XYPN Radio, XYPN YouTube Channel, monthly webinars, and our expanding social media universe to tell inspiring member stories and provide resources to aspiring entrepreneurs.

To excel in this role, you need the ability to manage both big-picture storytelling and tiny production details to drive XYPN awareness through high-visibility multimedia. You’ll work collaboratively with a high-energy, multi-disciplinary marketing team and teams across the company (including wrangling executives!) to bring our inspirational member stories to light “wherever you consume content.”

What you’ll do

• You will be responsible for the end-to-end management, production & distribution of up to four podcast episodes each month, including:
  • Collaborate on booking podcast guests (our members) & engaging in pre-recording project management with hosts (our very own CEO & VPs)
  • Execute all episode production punch-lists including recording, editing, transcripts, and any needed clips, copy & summaries
  • Create & distribute all social media promotion for each episode
  • Maintain intake and follow-up communications with guests, providing promotional assets, and manage thank you gift delivery
  • Brainstorm ideas for constant podcast improvement through staying abreast of industry trends & tactics, and be our company-wide, in-house expert on all-things-podcast
  • Report on podcast success to sales & marketing team

• Work closely with the Director of Content & our Brand Designer to create an efficient and lively pipeline of content to feed into XYPN’s existing (and expanding!) social media platforms (Facebook, LinkedIn, Twitter, webinars)
• Dream big with ideas to expand, develop and implement new social media channel tactics, on YouTube, Instagram, or wherever else you see our prospective members interacting online
• Maintain social media, podcast and YouTube calendar with a keen focus on aligning overarching social media strategy with company growth objectives, industry initiatives, and brand awareness campaigns
• Jump into the conversation - this position also interacts online with our prospects and members through daily audience engagement and social community management

Measurables

• XYPN Radio podcast downloads & reach
• Social media engagement & channel growth
• Number of new leads generated by channel

The Deets
Start Date: Immediately
Status: Full-time (40-45 hours per week with flexible schedule)
Location: Remote and/or Bozeman, MT
Overtime Status: Non- Exempt
Team: XY Sales & Marketing
Reports To: Director of Content Marketing
Direct reports: No
Travel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events

What you’ll bring to the table (If you think, “I only meet 80% of these qualifications”, still apply!)

• 1-2 years of social media or digital marketing experience, preferably owning production & execution of similar media channels
• Creative thinker who is interested in staying current on industry and technology trends with a natural try-it tendency
• Insatiable desire to tie creative thinking to performance-based outcomes - the art & science of marketing!
• Superior organizational, multi-tasking abilities and unparalleled attention to detail
• Exceptional time management skills, ability to work under pressure and deal with tight deadlines
• Strong verbal and written communication skills and the ability to effectively produce high-visibility content
• Works well in a fast-paced team environment

What would make us drool

• College degree in Marketing, Visual Design or other related field
• Design, multimedia or audio visual production experience, with commensurate portfolio examples
• Basic to intermediate video editing and graphics capabilities (Adobe Premiere Pro, LightRoom, Photoshop, etc.)
• Experience working in HubSpot or a similar CRM

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.

Compensation and Benefits:

• Salary: $58,045 annually with a raise after 6 months
• All team members at XYPN are owners! We annually contribute an equivalent of up to 8% of your earnings in the calendar year to our ESOP for your benefit.
• 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 when the office is closed.
• 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.
• Pet insurance availability
• 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)
• Various Gym discounts
• Subscription to LinkedIn Learning
• Company-owned laptop computer provided.

XY Planning Network 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.