About XYPN

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.

XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have earned accolades from 2018-2022  as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better. 

About the role

We have our sights set on a highly motivated, people-centered, and creative Director of Talent & Culture who will elevate the team member experience and optimize every stage of the employee lifecycle. In this role, you’ll be a trusted thought partner to leaders across the company, drive talent efforts based on organizational needs, and develop curated strategies that connect the dots between people, key business objectives, and our mission to help people live their great lives. 

Because we are firmly in the growth stage, we need a strategist who can also execute. Someone to make sense of the “circus” that comes alongside rapid growth. Specifically, we need an acrobat, an expert juggler, and ring leader all in one. The Director of Talent & Culture will be an operational maven that strikes the perfect balance between people and process, that has a command of all the deets and competing priorities, yet always has the big picture in mind to make sure the team is on track to get there.

What you'll be doing

• Implement HR strategies that support the company's vision, mission, and overall business objectives. 
• Lead the Talent & Culture function by overseeing all phases of the employee lifecycle; talent acquisition, onboarding, learning & development, team relations, performance management, succession planning, and organizational development. 
• Iterate on existing programs built for attraction, engagement, retention, and team development and ensure People initiatives always support scalability and growth.
• Partner with department heads to ensure effective integration and career development, fostering high levels of team member engagement and retention.
• Cultivate a “get sh!t done” culture aligned with company values to drive productivity, performance, and accountability
• Own the evolution - and ensure compliance of - XYPN's policies, and procedures.
• Manage, inspire, and develop the People team to deliver results, share best practices internally, benchmark externally, scale, and grow their skills and impact.
• Create strategies to support the company’s diversity, equity, and inclusion initiatives to foster a welcoming and equitable workplace for all team members.
• Work closely with the Managing Director of People Operations to ensure cohesive strategies in the areas of HRIS, Total Rewards, Operations, Legal, and Compliance.  
• Work alongside the CPO to develop an effective succession and knowledge management plan that ensures XYPN is on track to meet its vision.
• Key advisor to the CPO and leadership team, providing counsel on people-related matters to drive business performance.
• Immerse yourself in all things XYPN for a deep understanding of the culture, pipeline, and service lines to passionately and accurately represent the company with current and future team members, partners, and stakeholders 
• Show appreciation for - and comfort in - adapting your approach to the various ways people communicate; you’ll leverage various communication styles, methods, and platforms to guarantee opportunities reach (and relate to) a broad and diverse audience 
• Help out with other HR-related functions as needed

Measurables: 

• Engagement Scores
• Retention & Turnover Metrics

The Deets:

Start Date: Immediately

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

Location: Bozeman, MT 

Overtime Status: Exempt

Team: People & Culture   

Reports To: Chief People Officer

Direct reports: Yes 

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!)

• Legal authorization to work and reside in the United States
• Five to ten years of general HR-related experience including 3+ years of HR leadership experience.
• A firm understanding of - and working experience in - at least two of the following HR functions; Talent Acquisition, Talent Development, Organizational Effectiveness, Employee Relations & Compliance, Performance Management.
• Ability to nurture collaborative relationships, meet timelines, and to influence and foster trust with stakeholders at all levels 
• An obsession with people, what motivates them, and what it takes to help them succeed
• An ability to develop business cases, identify needs, and drive solutions 
• A demonstrated and deep-seated belief that we are better as a team when we have an inclusive workforce representing diverse gender, gender identity, race, age, sexual orientation, background, appearance, and all other identity categories that contribute to unique perspectives 
• A deep appreciation and mastery of written and verbal comms and the ability to adapt your communications and approach for optimal receipt 
• The ability to see candidates beyond their resume with a flair for connecting the right people with the right seats (beyond just the role they applied for) 
• Proven ability to problem-solve, take initiative, and prioritize responsibilities
• Unparalleled attention to detail 
• A thorough, candid, and engaging communication style 
• Enjoyment of a variety of tasks, as no two days will look the same ever! 
• A habit of looking for—and leaning into—new challenges and initiatives, while also being sure day-to-day responsibilities are handled

What would make us drool:

• Experience creating and implementing a creative, data-driven, consultative talent & culture strategy for a rapid-growth organization
• A working understanding of how leveraging sales, marketing, and public relations best practices can optimize the overall talent acquisition strategy 
• Previous experience in Finance, Tax, and/or Tech (not a deal breaker)
• Previous experience in managing the entire employee lifecycle
• SHRM-SCP, SHRM-CP, SPHR, PHR or other HR-related certifications and/or degrees

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 Range: $96,000 - $120,000 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.