Director of Policy and Regulatory Affairs

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<meta><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="font-size:18pt;white-space:pre-wrap;">About the role</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">XYPN is a leading voice for independent, fee-only financial planners, and advocates for modernized regulation that elevates fiduciary financial planning, separates sales from advice, protects investors, and reduces unnecessary burdens on small advisory firms.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">With a network of more than 2,200 fee-only financial planners and experience registering more than 2,000 investment advisers nationwide, we support firms across all 50 states and the SEC, giving us unique insight into the regulatory and operational challenges faced by independent RIAs operating across multiple jurisdictions.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">As XYPN’s Director of Policy and Regulatory Affairs, you’ll translate that expertise into meaningful advocacy and regulatory influence. You’ll work closely with our Managing Director of Compliance and Regulatory Affairs to shape and execute XYPN’s advocacy roadmap, leading efforts to monitor State & federal regulatory developments, develop policy positions, build relationships with regulators, and advance strategic engagement on issues impacting members.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">You’ll drive engagement in relevant State and SEC rule-making, preparing comment letters on proposed regulation, representing XYPN in meetings and hearings, and developing and facilitating educational opportunities for both regulators and members. Through this work, you’ll help shape a regulatory environment that better supports fiduciary financial planning and independent advisory firms.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><i><b><strong style="font-size:11pt;font-style:italic;white-space:pre-wrap;">Where We Hire:</strong></b></i><i><em style="font-size:11pt;white-space:pre-wrap;"> 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, MN, MT, NC, OH, OR, PA SC, TN, TX, & UT</em></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="font-size:18pt;white-space:pre-wrap;">What you'll be doing</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Regulatory Monitoring & Advocacy Strategy</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Monitor for relevant regulatory developments across all 50 states and the SEC, ensuring timely awareness of new compliance issues, rule proposals, and comment periods.</span></li></ul><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Develop and maintain XYPN’s advocacy and policy roadmap, including issue tracking, prioritization, engagement status, and next steps.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Partner with the Managing Director and Executive Team to shape advocacy priorities and provide informed recommendations on engagement opportunities.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Develop a deep understanding of XYPN member firms, industry trends, and emerging regulatory issues to inform advocacy priorities and identify opportunities to influence regulation.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Stakeholder Engagement & Education</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Develop consistent channels for gathering member feedback, case studies, and practical examples to inform XYPN’s advocacy positions.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Coordinate member-facing communications regarding advocacy initiatives, regulatory updates, and policy resources.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Partner with members to prepare for legislative or regulatory hearings, meetings with state regulators and legislators, and other advocacy opportunities, including testimony and supporting materials.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Develop and deliver educational sessions for legislators,  regulators, XYPN members, and industry groups on regulatory trends, RIA business models, operational realities, and the impact of proposed regulation.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Build productive relationships with regulators, industry stakeholders, advocacy partners, and member firms to support ongoing dialogue and collaboration.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Coordinate strategic partnerships with industry associations, including IAA, FPA, NAPFA, CFP Board, and other aligned organizations.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Policy Development & Representation</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Draft policy positions and supporting materials, including comment letters, white papers, policy briefs, issue summaries, case studies, and testimony.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Lead execution of advocacy activity in individual states, with the SEC, and with NASAA, including preparing formal responses to proposed regulations, policies, and rulemaking initiatives.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Represent XYPN in meetings with state and SEC regulatory staff, NASAA representatives, and other relevant stakeholders on advocacy and rulemaking matters.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Attend industry conferences, regulatory events, hearings, symposia, and working groups to strengthen relationships and stay engaged in evolving policy conversations.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Measurables: </strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Accountable for reporting on activity and impact related metrics ranging from:</span></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:11pt;list-style:none;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><ul data-pattern="discCircleSquare" data-depth="2" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin-left:0px;margin-right:0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:circle;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Policy issues being tracked</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Comment letters submitted</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Meetings with regulators</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Evidenced impact on policy changes </span></li></ul></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><u><b><strong style="text-decoration:underline;white-space:pre-wrap;">The Deets:</strong></b></u></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Start Date:</strong></b><span style="white-space:pre-wrap;"> Immediately</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Status:</strong></b><span style="white-space:pre-wrap;"> Full-time (40-45 hours per week with flexible schedule)</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Location: </strong></b><span style="white-space:pre-wrap;">Remote and/or Bozeman, MT </span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Overtime Status:</strong></b><span style="white-space:pre-wrap;"> Exempt (i.e., overtime ineligible)</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Team:</strong></b><span style="white-space:pre-wrap;"> XYPN Compliance</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Reports To:</strong></b><span style="white-space:pre-wrap;">  Managing Director of Compliance and Regulatory Affairs</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Direct reports: </strong></b><span style="white-space:pre-wrap;">None </span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Travel:</strong></b><span style="white-space:pre-wrap;"> Up to 20% travel</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="font-size:18pt;white-space:pre-wrap;">What you'll bring to the table:</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">(If you think, “I only meet 80% of these qualifications,” still apply!)</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">5+ years of relevant experience in public policy, regulatory affairs, government relations, securities regulation, or financial services advocacy, including experience tracking, analyzing, and responding to state and/or federal regulatory developments.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Proven ability to independently analyze and summarize complex securities legislation and regulatory proposals.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Excellent written communication skills with experience drafting white papers, policy briefs, and comment letters.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Familiarity with administrative rulemaking processes, public comment procedures, regulatory hearings, and policy engagement strategies.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Strong understanding of the securities and financial services regulatory framework governing investment advisers.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Strong relationship management, with the ability to build credibility across regulators, members, and industry partners</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Comfort operating both strategically and operationally, from shaping advocacy priorities to executing day-to-day policy work</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Strong track record of managing high-stakes policy issues and building relationships with financial regulators at the state and federal level </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Legally authorized to live and work in the United States without present or future need for sponsorship.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="font-size:18pt;white-space:pre-wrap;">What would make us drool:</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">JD or legal background, particularly related to securities laws and related rules and regulations </span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Experience working directly with RIAs, state securities regulators, NASAA, or the SEC</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Existing relationships within the state securities regulatory community or industry advocacy organizations</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Experience representing an organization during rule-making proceedings, hearings, or formal regulatory engagement efforts</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Proficiency with regulatory tracking tools like GovHawk, Quorum, or Lexis State Net.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Proven ability to influence or shape policy outcomes through advocacy, coalition-building, or regulator engagement</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Experience developing educational programming or training for regulators, industry professionals, or member organizations</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Background working within a membership organization, trade association, or advocacy-focused environment</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Strong understanding of the operational realities and compliance challenges facing independent RIAs</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Experience coordinating cross-functional advocacy or policy communication efforts across multiple stakeholder groups</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br><i><em style="font-size:10.5pt;white-space:pre-wrap;">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</em></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><i><em style="font-size:10.5pt;white-space:pre-wrap;"> </em></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;text-align:left;"=""><b><strong style="font-size:18pt;white-space:pre-wrap;">Compensation & Benefits:</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Salary: $100,000 - $142,000/ Annually</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">9 paid holidays (we offer flexible holidays!)</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">401(k) with match; you put in 6%, and we put in 4.5%.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">12 weeks paid parental leave for the birth or adoption of a child.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Health insurance w/ employer contribution.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Pet insurance availability </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Employer-paid Life and AD&D insurance.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Employer-paid Long Term Disability coverage.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">$2000/year (prorated by start date) to put towards professional development</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">$250/quarter to spend on yourself specific to our core value of "Be Well Being You.”</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Various Gym discounts </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Company-owned laptop computer provided (Apple Products).</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><i><em style="font-size:11pt;white-space:pre-wrap;">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.</em></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p>

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