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Director of Policy and Regulatory Affairs
Summary:
About the role 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. With a network of more thEmployment Type: Salary Exempt, full-time
Remote
Portfolio Associate
Summary:
About the role We are seeking a detail-oriented and intellectually curious Portfolio Associate to join our growing investment team. This role is designed for an investment professional interested in developing toward portfolio management responsibilities while gaining hands-on experience across tradEmployment Type: Salary Non-Exempt, full-time
Remote
Compliance Generalist
Summary:
About the role We're looking for a Compliance Generalist to work closely with our compliance team and CCO as a an operational partner. This isn't a narrow, task-execution role; you'll contribute to the core parts of the compliance program, develop genuine breadth across our business, and build towarEmployment Type: Salary Exempt, full-time