Director of Advisor Experience (Advisor Services)
Xypncareers
About this role
XYPN is seeking a Director of Advisor Experience who will oversee the advisor lifecycle, from onboarding through ongoing service, ensuring consistency and high-quality support for financial advisors. The role involves leading teams, designing operational systems, and enhancing the advisor support experience to enable advisors to focus on client financial planning.
Skills
Qualifications
About Xypncareers
xyplanningnetwork.comXYPN (XY Planning Network) is a membership network and platform that helps fee-only financial advisors start, run, and scale independent RIAs with complete autonomy. It offers practice-management guidance, education, marketing and client-acquisition support, compliance and operations resources, and preferred vendor partnerships to simplify running a firm. Advisors join for the niche focus on fee-only planning, peer community and events, and tools that make launching and growing a virtual or independent advisory practice more attainable.
About Xypncareers
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Xypncareers.
Salary
$100k – $135k
per year