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Community Engagement Manager

Company: XY Planning Network
Location: Bozeman
Posted on: January 8, 2021

Job Description:

Company Overview:XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and 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 recently earned accolades 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.About the Position:The XYPN community is a feeling, a vibe, an energy. It's contagious, it's energizing, and it's incredibly unique. It's the most coveted part of membership, and it's the most integrated benefit of the XYPN member experience. Simply speaking, it's the heart of membership!...It's within the XYPN community that our members feel most at home working in and on their businesses.The Community Engagement Manager is a new position created to keep up with our growing community and membership base of financial advisors. This new addition to our team must have a passion for and a deep understanding of virtual and in-person community programming for all engagement levels, and evidence of having defined a strategic community engagement plan.As XYPN has grown, a huge array of community engagement opportunities have organically developed, and we need to continue to foster those while becoming more intentional about how we build, frame and execute our programs long term. We hope to elevate our programs and opportunities for members to vulnerably collaborate with others about their entrepreneurial journey and provide ample opportunity for advisors to give back to deepen their engagement within the community.You will be responsible for implementing the community engagement plan for our existing membership base of 1,200+ members, while building and scaling the plan for rapid growth (upwards of 5000 members!). This will include developing a strategy to increase engagement and interaction, all focused on maximizing membership satisfaction & engagement within our community.What You'll Do:(Ultimately, all you do is about ensuring XYPN members have access to, understand and utilize the community programs within the network!)

  • Department Vision
    • Implement the existing community engagement plan and set the long term direction for community engagement alongside the Director of Member Services
    • Revamp existing and develop new scalable member engagement opportunities
    • Maintain a community engagement scorecard to track key metrics for success
      • Forums login per day and week
      • Engagement within all community programs
      • % of members at each engagement level
      • Attend weekly department head L10 meetings, representing our community team, bringing up issues and solutions to help increase engagement
      • Member Forums
        • Own the maintenance of our Member Forum, hosted on Discourse
        • Responsible for the ongoing engagement of members within our Member Forum
        • Monitor utilization and engagement rates and use data to develop meaningful programs that enhance both with the Member Forums
        • WOW Programming
          • Define random acts of kindness schedule for member touchpoints and work with the Relationship Managers to execute consistently
          • Own all of our swag: run our online store, stay up to date with the latest trends, ensure we're impressing everyone with our branded material.
          • Mentorship Program
            • Take our mentorship program to the next level by adopting technology and streamlining the program
            • Study Groups
              • Organize, launch and facilitate study groups for financial advisors
              • Review and revamp the study group experience
              • Track engagement with our study group program
              • Establish long term & scalable vision of study group programThe Deets:Start Date: ImmediatelyStatus: Full-time (40-45 hours/week)Location: Bozeman, MTDirect Reports: NoDepartment: Member ServicesReports to: Director of Member ServicesCompensation & Benefits:
                • Salary: $68,821 / year
                • 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%
                • 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
                • $250/quarter to spend on yourself specific to our core value of "Be Well Being You"
                • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
                • $2,000/year available in Professional Development Funds
                • 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
                • Please see our Policies and Procedures Manual to learn more about our company and benefit offeringsWhat You'll Bring to the Table:
                  • Authorized to live and work in the United States
                  • Undergraduate Degree or related equivalent experience
                  • While a Manager position, it requires a willingness to "do" many things, including getting your hands dirty in the programs
                  • Understanding of community engagement and theory
                  • Community engagement experience, including the ability to distill large strategic ideas into actionable plans that resonate
                  • Fluency in community KPIs and the ability to strategically think about what metrics actually matter
                  • An understanding of and strong alignment with our core values
                  • Enthusiasm and comfort in quickly learning and using new technology and workflows
                  • Excellent communication skills to effectively and positively communicate and collaborate with team members in person, on Slack, through video conferences, etc.
                  • Cooperative, dependable work ethic and a high sense of personal responsibility and integrity
                  • Ability to actively get input from other team members while also being decisive and moving forward with clear direction on projects you own
                  • Proven ability to work closely and harmoniously, while maintaining cohesion, across multiple team members and several departments
                  • A love of work that requires both accuracy and consistency
                  • Desire and skill to go "above and beyond," thinking one step ahead in order to thrill prospects and anticipate their questions
                  • Demonstrated ability to increase community engagementWhat Would Make Us Drool:
                    • 3+ years of experience managing and developing community engagement programming within a membership organization
                    • Experience managing multiple community programs and initiatives for a rapidly growing company (you are willing to step in and help on any task, big or small)
                    • A proven, referenceable history of working collaboratively across and organization to grow a community
                    • Forum moderation experience
                    • Experience with financial services terminology and the fee-for-service model
                    • Experience on a team using the Entrepreneurial Operating System (EOS)Application:
                      • Cover Letter
                      • Resume
                      • Applications will be reviewed as they are received

Keywords: XY Planning Network, Bozeman , Community Engagement Manager, Executive , Bozeman, Montana

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