President, Management

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XYPN's executive leadership team is based in Bozeman, Montana. Please share your ability to relocate (if not currently based in Bozeman) and timing for when you are able to reside in Bozeman full time.

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Our client, XY Planning Network (XYPN) is the leading advisor support platform for fee-only financial advisors who want to launch, run, and grow independent firms on their own terms. Founded by financial planners for financial planners, XYPN provides the technology, compliance support, community, business solutions, education, and operational infrastructure advisors need to build profitable, client-centered firms without sacrificing independence.

Today, XYPN supports a growing national network of more than 2,200 fee-only financial advisors committed to delivering accessible, fiduciary financial planning to clients across the country. Their members retain 100% ownership of their businesses, client relationships, data, and brand while leveraging the collective support, expertise, and resources of the XYPN ecosystem.

At XYPN, they believe financial advice should be more accessible, transparent, and aligned with clients’ best interests. Their mission is to help advisors build meaningful businesses that allow them to better serve their clients, their communities, and their own lives.

As a mission-driven and rapidly evolving organization, XYPN is entering its next phase of operational scale, organizational maturity, and market impact. The President will play a critical role in helping the organization scale effectively while preserving the entrepreneurial spirit, collaborative culture, and member-first philosophy that define XYPN.

XYPN is a bootstrapped, founder-owned company that has not taken institutional capital. Through their ESOP, team members also share in the company’s ownership and long-term success. That independence shapes both their culture and how they make decisions: they are building XYPN to fulfill its mission over the long term, not toward an eventual sale or on the timeline of a private equity fund.

The right President will value that independence and be energized by the opportunity to build a durable company with an intentionally long-term horizon.

The President serves as the operational leader and Integrator of XY Planning Network (XYPN), responsible for translating the CEO’s vision and strategic priorities into aligned execution across the organization. As the right hand to the CEO/Visionary, the Integrator leads the executive team, drives organizational accountability, and ensures the company scales effectively while preserving XYPN’s culture, mission, and member-first philosophy.

Operating within the Entrepreneurial Operating System® (EOS), the Integrator is responsible for ensuring EOS principles, disciplines, and operating cadences are consistently implemented and reinforced throughout the organization. This role drives clarity, accountability, alignment, and execution across all major functions of the business, ensuring teams are operating cohesively toward shared organizational goals.

The President oversees company-wide operational performance, strategic execution, leadership development, and financial outcomes while fostering a healthy, high-performing leadership culture. This individual ensures that strategic vision becomes operational reality through disciplined planning, cross-functional coordination, measurable accountability, and continuous organizational…