XYPN

Lead XYPN's advocacy roadmap by monitoring state and federal regulatory developments and developing policy positions to support fiduciary financial planning. Represent the organization in meetings with the SEC, NASAA, and state regulators while drafting formal comment letters and white papers.

Execute trades and portfolio rebalances for advisors while ensuring accuracy and adherence to service level agreements. Support the investment team through economic research, due diligence, and the automation of trading workflows.

The Portfolio Associate is responsible for executing trades and portfolio changes while supporting investment research and due diligence efforts. They also serve as a resource for advisors on portfolio implementation and contribute to strategic automation projects.

The Director of Marketing will develop and execute comprehensive marketing strategies to drive member growth, engagement, and brand reputation. They will lead a multidisciplinary team to manage demand generation, lifecycle communications, and cross-functional alignment across the sales and product departments.

The Compliance Generalist will serve as an operational partner to the compliance team, managing day-to-day compliance tasks, policy maintenance, and regulatory testing. They will also provide guidance to advisors, assist with SEC examination readiness, and contribute to the ongoing development of the firm's compliance program.