XY PLANNING NETWORK Director of Information Technology Salary in the United States

Company Overview:

XY 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.

About the Position:

As the Director of Information Technology, your mastery of technology will serve as a north star, guiding XY Planning Network to the tip-top of tech. You will oversee the organization’s IT infrastructure, minimize security risks, increase team member satisfaction, and maintain operations and systems. Since we know you’re hungry for more, you will also establish IT policies and procedures to support the organization’s strategic plan for its current and future business lines.

What You’ll Be Doing:

• Day-to-day management of technology for XYPN and all of its business lines
• Oversee IT annual plans and finances, including budgeting and forecasting
• Take charge of hardware and software assessment, provide recommendations for scale, and own implementation and support
• Conduct information security initiatives in collaboration with a contracted VCISO firm
• Manage IT vendor relationships and manage software agreements and contracts
• Serve as administrator of all internal software
• Pilot the IT Help Desk for the organization, troubleshooting hardware and software issues, and delivering resolutions via our ticketing system, Zendesk—mastery of customer service is a must
• Manage inventory of hardware and software subscriptions/licenses
• Prepare new hire technology and conduct IT onboarding
• Serve as an advisor and lend a helping hand to the internal Technology department, who develops in-house software solutions for our membership network of financial advisors

The Deets:

Start Date: Immediately

Status: Full-time (40-45 hours/week)

Location: Bozeman, MT 

Direct Reports: No, not currently 

Department: IT

Reports to: Chief Administrative Officer

Compensation & Benefits:

• Salary: $89,412 / year
• All team members at XYPN are owners! We annually contribute an equivalent of 8% of your compensation into our ESOP as part 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%
• 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 offerings

What You’ll Bring to the Table:

• Legally authorized to live and work in US
• Proven experience as IT Director, IT Manager, System Administrator, or similar role
• Tech-savviness with broad hardware and software knowledge, specifically with but not limited to:
  • Apple MacBook & iMac/MacOS, PC Laptop/Microsoft OS, Chromebook Laptop/Chrome OS
  • GSuite (Gmail, Drive, Calendar, Docs, Sheets, Slides, etc.)
  • Slack instant messaging
  • LastPass
  • Zoom
  • Microsoft Office Suite
• Brag-worthy leadership and management skills enabling you to chart the path to new tech horizons and bring everyone on the team along with
• Exemplary customer service skills, as our team members will be your internal customers deserving of top-tier support with a smile :)
• Unrivaled communication skills with the ability to manage company-wide communications, so everyone is up to speed
• Outstanding organizational skills
• Unmatched attention to detail—you’re the master of making sure all the t’s are crossed and i’s dotted
• Ability to multi-task and manage various projects at one time, prioritizing and utilizing time appropriately—in a past life, you may have been a professional juggler
• An unchecked enthusiasm to do what it takes to keep our technology running smoothly

What Would Make Us Drool

• Bachelor’s degree from four-year college or university
• 5+ years related experience
• Previous experience leading software transition at a scaling startup
• IT Project Management experience
• CISA and/or CISM Certification
• Zendesk Certified Support Administrator
• Information Security and Risk Assessment experience
• Experience with Jamf NOW, Zapier, Datto Backupify, and HubSpot is a plus

Application:

• Cover Letter
• Resume
• Applications will be reviewed as they are received

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.