People Operations Coordinator

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee‑for‑service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, Advice Pay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, Advice Pay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee‑for‑service model, our mission remains clear: to empower advisors and firms in offering fee‑for‑service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients.

As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that Advice Pay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest‑Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 Wealth Tech 100 company, which places us among the top 100 innovative Fin Tech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value – and want to contribute to – a positive, inclusive, innovative, and “Get Sh
* t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

The People Operations Coordinator is a proactive, detail‑oriented, and energetic individual who loves turning administrative projects into meaningful experiences for team members. In this role, you aren’t just managing calendars or ordering lunches – you are the “boots on the ground” for our culture, ensuring that HR processes and team events run smoothly, thoughtfully, and with real impact.

This isn’t a role where you wait for instructions. You’ll spot needs before anyone else does and take initiative – whether it’s coordinating a complex interview schedule across four time zones, leading a team celebration, or supporting a quarterly EOS planning session. Your work directly contributes to keeping our operations organized, efficient, and enjoyable for everyone.

While this role reports directly to the HR Manager, you will also partner with the Leadership Team (LT) on ad‑hoc projects. You’ll have the chance to learn, grow, and make a meaningful impact in a fast‑paced, multi‑state software company.

• Support the planning, coordination, and execution of team and leadership events, trainings, and strategy sessions under the guidance of the HR Manager.
• Maintain accurate and up‑to‑date calendars, including meeting details, locations, video conferencing links, and agendas.
• Prepare and organize materials such as agendas, slide decks, surveys, and handouts, as needed.
• Coordinate logistics for on‑site and off‑site events, including space reservations, meals, and facilitator support.
• Lead the design and distribution of post‑event surveys and feedback tools that encourage thoughtful reflection and actionable input.
• Partner with the HR Manager to review feedback, identify themes, and recommend improvements for future events to the Leadership Team (LT).

• Coordinate with the LT on themes and objectives for team‑wide Quarterly Planning sessions.
• Lead the Quarterly Planning Committee, soliciting and coordinating members to plan and execute our quarterly planning sessions on time and within budget.
• Prepare and distribute EOS materials to the Implementer in advance of sessions.
• Manage Quarterly Planning logistics including travel, lodging, meeting spaces, meals, activities, and speakers or presenters.
• Serve as a point of contact for Team Members (TMs) regarding schedules, logistics, and session‑related…