XY Planning Network

Director of Marketing

5+ years owning marketing outcomes across the funnel; proven strategy and execution across brand, demand gen, lifecycle; hands-on leader who can prioritize and drive growth.

Compliance Generalist

3–8 years of compliance experience at an SEC-registered RIA; knowledge of the Investment Advisers Act; experience with compliance testing, monitoring, and regulatory filings; familiar with compliance tech platforms and regulatory systems; ability to work independently.

Director of Advisor Experience (Sapphire) 

Director of Advisor Experience

6+ years in service-centric, client- or advisor-facing role; 2-4+ years leading teams; experience with major RIA custodians; strong advisor technology knowledge; proven ability to scale service functions.

Title	Location	Date
Director of Marketing Full Time · $96K-$130K · 5+ YOE Bozeman or United States · Hybrid	Bozeman or United States Hybrid	Apr 29, 2026
Compliance Generalist Full Time · $72K-$94K United States or Bozeman · Remote	United States or Bozeman Remote	Apr 27, 2026
Director of Advisor Experience (Sapphire) Full Time · $100K-$135K · 6+ YOE Bozeman, Montana, United States · Remote	Bozeman, Montana, United States Remote	Mar 9, 2026

Activities	Investment adviser complianceFinancial planner educationRIA practice managementFintech software solutionsAdvisor community networking
Headquarters	US
Industries	Financial ServicesFinTech
Name	XY Planning Network
Employees	200
Type	Private
Subsidiaries	Sapphire
Tagline	Platform providing technology and support for independent financial advisors.
Founded	2,014
Website	xyplanningnetwork.com
Latest Funding Round	Seed
Latest Funding Year	2,024
Latest Funding Amount	2,290,000

XY Planning Network

About XY Planning Network