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Managing Director of Sales and Marketing

Company: XY Planning Network
Location: Bozeman
Posted on: July 31, 2022

Job Description:

Company OverviewXY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have earned accolades in 2018, 2019, and 2020 as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better.At XY Bean Counters, a division of XY Planning Network, we work exclusively with financial advisors to ensure their books are always in tip-top shape. Because we work solely with financial advisors, we understand the many nuances of bookkeeping for a financial advisory practice. XYBC exists to take a very important (but non-revenue-generating) activity off of advisors' plates, freeing up their time to focus on what they do best: working with clients.

About the PositionTo shine as XYPN's Managing Director, Sales and Marketing, you need a deep passion for marketing matched by extensive knowledge of your craft. You'll need to balance a practical mindset with a creative business acumen and be able to successfully lead a team of talented marketing individuals through complex marketing operations.As Managing Director, you will have three key responsibilities: 1) Drive growth of new members and market awareness, 2) Steward XYPN's brand, and 3) Build XYPN's marketing capabilities and infrastructure. While all three of these responsibilities are important, the most essential is driving growth - growing the Network's advisor headcount by bringing in new members.As Managing Director, you'll be accountable for not just marketing, but sales too. Working together with the members of XYPN's Sales and Marketing teams, you'll oversee everything from inbound and outbound marketing to PR and brand strategy, all while ensuring we're communicating XYPN's story to the world: why our mission matters, how we're different, and why people-current, prospective, and team members alike-should want to be a part of it.

What You'll Do

  • Drive growth of new members and market awareness
  • Steward XYPN's brand
  • Build XYPN's marketing capabilities and infrastructure
  • Develop and know XYPN's marketing personas and member avatars like the back of your hand and use this knowledge to inform targeted marketing and messaging
  • Be obsessive about ROI; you'll grow the Network through external marketing efforts, with an eye towards proving ROI of marketing resources that can be scaled with (significant!) additional dollars in the future
  • Test, test, and test again, always improving upon marketing and sales initiatives to most effectively leverage resources and budget
  • Always be prepared to prove the ROI of sales and marketing initiatives
  • Consider data your best friend, using it to inform decisions about how to best spend sales and marketing dollars and most effectively allocate sales and marketing resources
  • Successfully lead, manage, and hold accountable the members of XYPN's growing Sales and Marketing teams
  • Know how to spend money! You'll manage an advertising budget of $300,000 (with plans to grow the future advertising budget by 3x-5X or more in the next two years), and will consistently evaluate new ways to increase efficiency and, of course, ROI
  • Know how to tell a good story! You'll oversee a strategy to grow XYPN's brand awareness and maintain brand consistency

    • Total leads
    • Total/new MQLs
    • Total/new SQLs
    • New members

      The DeetsStart Date: ImmediateStatus: Full-time (Regular - Exempt)Location: Bozeman, MTTeam: Sales & MarketingReports to: President Supervisory Responsibilities: Marketing Team

      What You'll Bring to The Table
      • Legally authorized to live and work in US
      • A willingness to pull up your sleeves and get your hands dirty when necessary balanced by the ability to lead and delegate tasks and projects to a team
      • An insatiable appetite to experiment with new techniques, tools, programs, and everything in between
      • A data-driven approach to leveraging marketing resources and quantifying results to determine ROI and best understand how to allocate more resources as available
      • Proven track record as a marketer
      • Experience with HubSpot (or a similar growth platform)
      • A deep understanding of digital marketing strategies, with experience testing, iterating, and reporting on those strategies simultaneously

        What Would Make Us Drool
        • Experience in the financial services industry, with proven expertise in financial advisor personas and a solid understanding of financial advisor pain points
        • Experience scaling a sales and marketing team in an organization growing from 50 to 250+ team members
        • CFP - designation

          Compensation & Benefits
          • Salary: $122,000 - $142,000 annually depending on experience
          • All team members at XYPN are owners! We annually contribute an equivalent of 8% of your compensation to our ESOP for your benefit.
          • Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
          • 8 paid holidays when the office is closed
          • 401(k) with match; you put in 6% and we put in 4.5%
          • $250/quarter to spend on yourself specific to our core value "Be Well Being You"
          • 12 weeks of paid maternity/paternity leave for the birth or adoption of a child
          • Health insurance w/ employer contribution
          • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
          • Employer-paid Life and AD&D insurance
          • Employer-paid Long Term Disability coverage
          • $600/year to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
          • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
          • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
          • Subsidized employer-sponsored childcare through our internal child care program
          • $5,000 relocation package available to those moving to Bozeman, MT
          • Company-owned laptop computer provided

            XY Planning Network 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.

Keywords: XY Planning Network, Bozeman , Managing Director of Sales and Marketing, Advertising , Bozeman, Montana

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