About XYPN

XYPN is the only turnkey advice and planning platform that makes it possible for fee-only 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.

This is an opportunity to join a company on a mission to help others—and you—live your best lives.

About the role

Description
As our Transition Specialist, you will serve as the operational backbone of the Sapphire onboarding process. You are responsible for ensuring all the behind-the-scenes steps required to bring a new advisor onto the platform are completed accurately, efficiently, and consistently. From paperwork preparation to tech setup and tracking systems, you will execute the core deliverables that allow the Transition Lead to focus on project ownership and advisor relationships.

This role is essential to delivering a high-quality onboarding experience. By keeping systems running smoothly and tasks on track, you reduce friction, prevent delays, and ensure the transition process scales as the Sapphire program grows. You will also play a key role in identifying inefficiencies, documenting repeatable workflows, and suggesting ways to improve how onboarding happens.

How You’ll Spend Your Time

• 40–50% Preparing and managing Docusign paperwork and custodial forms
• 25–35% Entering data, updating trackers, and executing platform setups
• 10–15% Internal follow-up, task clarification, and issue escalation
• 5–10% Process documentation and suggestions for improvement

Where We Hire: We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT, WA and WI.

What you'll be doing

• Prepare, format, and send Docusign packets for client and advisor paperwork
• Enter advisor and client data into transition & onboarding trackers, spreadsheets, and internal tools
• Set up advisor tech stack components (e.g., Schwab, Orion, CRM platforms) following documented steps
• Track progress across onboarding deliverables; ensure nothing falls through the cracks
• Follow up with internal stakeholders on pending tasks or missing inputs
• Flag delays, errors, or inconsistencies to the Transition Lead proactively
• Assist with formatting client agreements after compliance approval, where applicable
• Maintain SOPs and process checklists; help identify tasks that can be templatized or automated
• Help transition onboarded advisors to the Client Service team by ensuring documentation and tracking are complete and accurate
  
  

Measurables: 

• % of transition paperwork completed without errors or rework
• Turnaround time on paperwork prep and tech setup
• % of transition tasks completed within defined timeframes

The Deets:

Start Date: Immediately

Status: Full-time (40-45 hours per week)

Location: Remote and/or Bozeman, MT 

Overtime Status: Non-exempt (i.e., overtime eligible)

Team: XYPN Invest / Sapphire

Reports To:  Transition Lead

Direct reports: None 

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 experience in operations, client service, or administrative support
• High attention to detail and ability to execute repeatable workflows
• Comfort with tech tools and platforms (e.g., CRM, Docusign, spreadsheets, custodian systems)
• Ability to follow SOPs while suggesting improvements when needed
• Strong organizational and time management skills
• Collaborative attitude and responsiveness in a team environment
• Legally authorized to live and work in the United States without present or future need for sponsorship.

What would make us drool:

• Experience in RIA operations, custodial paperwork, or financial services onboarding
• Familiarity with Schwab
• Familiarity with Altruist and/or Fidelity
• Familiarity with Wealthbox, Orion, or other fintech platforms
• Strength in documentation, SOP writing, or systematizing manual work

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 & Benefits:

• Salary: $63,000 - $78,000 Annually
• 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.
• 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 
• 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.