Filter Jobs
7
Available Jobs
Find your perfect opportunity
Member Success Manager
Summary:
About the role As the Member Success Manager, you are a proactive strategic partner for XYPN’s Emerald members. Operating on the core philosophy that members stay when they "use our stuff and run successful firms," you are responsible for helping members maximize their ROI and unlock the full valueEmployment Type: Salary Non-Exempt, full-time
Trading Specialist
Summary:
About the role At XYPN Sapphire, our mission is to help advisors live their great lives by allowing them to focus on the work they do best. As a Trading Specialist, you'll play a critical role in delivering on that promise. You will be responsible for executing trades, supporting portfolio rebalanciEmployment Type: Salary Non-Exempt, full-time
Remote
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
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
Director of Marketing
Summary:
About the role At XYPN, we’re redefining what’s possible for independent financial planners. As the Director of Marketing, you’ll develop and execute the marketing strategy that drives member growth, engagement, and long-term value. You’ll ensure we attract the right advisors, convert them into membEmployment Type: Salary 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