PRESIDENT

Our client, XY Planning Network (XYPN) is the leading advisor support platform for fee-only financial advisors who want to launch, run, and grow independent firms on their own terms. Founded by financial planners for financial planners, XYPN provides the technology, compliance support, community, business solutions, education, and operational infrastructure advisors need to build profitable, client-centered firms without sacrificing independence.

Today, XYPN supports a growing national network of more than 2,200 fee-only financial advisors committed to delivering accessible, fiduciary financial planning to clients across the country. Their members retain 100% ownership of their businesses, client relationships, data, and brand while leveraging the collective support, expertise, and resources of the XYPN ecosystem.

At XYPN, they believe financial advice should be more accessible, transparent, and aligned with clients’ best interests. Their mission is to help advisors build meaningful businesses that allow them to better serve their clients, their communities, and their own lives.

As a mission-driven and rapidly evolving organization, XYPN is entering its next phase of operational scale, organizational maturity, and market impact. The President will play a critical role in helping the organization scale effectively while preserving the entrepreneurial spirit, collaborative culture, and member-first philosophy that define XYPN.

XYPN is a bootstrapped, founder-owned company that has not taken institutional capital. Through their ESOP, team members also share in the company’s ownership and long-term success. That independence shapes both their culture and how they make decisions: they are building XYPN to fulfill its mission over the long term, not toward an eventual sale or on the timeline of a private equity fund. The right President will value that independence and be energized by the opportunity to build a durable company with an intentionally long-term horizon.

POSITION SUMMARY

The President serves as the operational leader and Integrator of XY Planning Network (XYPN), responsible for translating the CEO’s vision and strategic priorities into aligned execution across the organization. As the right hand to the CEO/Visionary, the Integrator leads the executive team, drives organizational accountability, and ensures the company scales effectively while preserving XYPN’s culture, mission, and member-first philosophy.

Operating within the Entrepreneurial Operating System® (EOS), the Integrator is responsible for ensuring EOS principles, disciplines, and operating cadences are consistently implemented and reinforced throughout the organization. This role drives clarity, accountability, alignment, and execution across all major functions of the business, ensuring teams are operating cohesively toward shared organizational goals.

The President oversees company-wide operational performance, strategic execution, leadership development, and financial outcomes while fostering a healthy, high-performing leadership culture. This individual ensures that strategic vision becomes operational reality through disciplined planning, cross-functional coordination, measurable accountability, and continuous organizational improvement.

The ideal candidate is a strategic and disciplined operator who thrives in high-growth environments, builds exceptional leadership teams, and brings focus, operational rigor, and executional excellence to complex organizations. They are equally capable of driving business performance, developing leaders, strengthening culture, and maintaining organizational alignment.

KEY RESPONSIBILITIES

Strategic Leadership:

• Partner closely with the CEO to operationalize XYPN’s long-term vision, strategic priorities, and growth initiatives.

• Translate company strategy into executable annual and quarterly business plans with clear priorities, accountability, and measurable outcomes.

• Lead enterprise-wide strategic planning and operating cadences to ensure alignment across departments.

• Anticipate organizational growth needs, operational risks, and market opportunities to proactively position the business for scale.

• Ensure operational activities and investments align with XYPN’s mission, core values, and long-term objectives.

• Serve as a strategic thought partner to the executive team while balancing short-term execution with long-term organizational health

Operational Leadership & EOS Execution:

• Serve as the organization’s Integrator within the Entrepreneurial Operating System®(EOS), ensuring consistent execution of EOS principles, tools, and operating disciplines across the company.

• Lead and maintain the company operating cadence, including Quarterly Rocks, Level 10 Meetings™, scorecards, accountability structures, and annual planning processes.

• Ensure organizational clarity around priorities, accountability, measurables, and execution through consistent EOS implementation.

• Partner with executive leaders to strengthen departmental operating rhythms, cross-functional alignment, and execution discipline.

• Drive organizational focus, simplicity, and accountability by reinforcing EOS concepts and best practices throughout all levels of the company.

• Identify and resolve organizational friction points, structural gaps, and operational inefficiencies using EOS tools and frameworks.

• Maintain alignment between the Visionary (CEO) and leadership team, translating vision into actionable priorities and coordinated execution plans.

• Ensure every major function of the organization is aligned, accountable, and operating toward shared company goals.

Financial & Business Performance:

• Maintain accountability for overall company financial performance, including revenue growth, profitability, and operational efficiency.

• Partner with Finance leadership on budgeting, forecasting, and long-range planning.

• Ensure resources are allocated strategically to support growth initiatives and organizational priorities.

• Monitor key business metrics and use data-driven insights to guide prioritization and operational decisions.

• Provide executive oversight and financial discipline across departments and service lines.

Executive Team Leadership & Talent Development:

• Build, develop, and coach a high-performing executive leadership team grounded in accountability, trust, and collaboration.

• Mentor leaders across the organization and strengthen leadership bench depth for future scale.

• Foster a culture of ownership, transparency, and continuous improvement.

• Support leaders in organizational design, succession planning, and talent development initiatives.

• Ensure the right people are in the right seats and aligned with XYPN’s mission, values, and culture.

• Champion healthy leadership dynamics and facilitate productive decision-making across teams.

Culture & Organizational Alignment:

• Serve as a visible champion of XYPN’s mission, culture, and core values.

• Ensure strategic priorities and key organizational messages are consistently communicated throughout the company.

• Foster strong employee engagement and organizational clarity during periods of growth and change.

• Address organizational challenges, performance issues, and cultural misalignment directly and constructively.

• Maintain operational simplicity, focus, and clarity across the organization.

Success Metrics:

• Company revenue growth and profitability

• Advisor/member retention and engagement

• Employee engagement and leadership development

• Execution against annual and quarterly strategic priorities

Qualifications & Experience:

Required Qualifications

• 10+ years of executive leadership experience in a high-growth organization

• Proven experience leading cross-functional executive teams and scaling organizations through periods of rapid growth

• Demonstrated success translating strategic vision into operational execution

• Strong business acumen across operations, finance, people leadership, marketing, and service delivery

• Experience leading organizational planning, prioritization, and performance management processes

• Strong financial acumen, including P&L ownership and budgeting oversight

• Exceptional leadership, communication, and organizational alignment skills

• Track record of developing high-performing leaders and teams

• Ability to navigate complexity while maintaining clarity, focus, and accountability

• Excellent interpersonal, coaching, and conflict-resolution skills

Preferred QUALIFICATIONS

• Experience within financial services, fintech, professional services, or membership-based organizations

• Experience scaling organizations from approximately 100 to 250+ employees

• Experience serving independent advisors, entrepreneurs, or membership communities

• Deep experience implementing and operating within EOS®

• Proven success as an Integrator or operational executive partner to a Visionary founder/CEO

• Experience building operational systems and leadership structures for scale

Leadership competencies:

The successful candidate will demonstrate:

• Strategic mindset and systems thinking

• Exceptional operational leadership and execution discipline

• Deep understanding and practical application of EOS principles and organizational operating systems

• Strong decision quality and prioritization

• Executive presence and influence

• Accountability-driven leadership

• Courageous and constructive communication

• Ability to manage complexity and organizational change

• Talent development and executive coaching capability

• Collaborative leadership style grounded in trust and transparency

• Strong cultural stewardship and mission alignment

Personal Attributes:

The ideal candidate is:

• Disciplined and execution-oriented

• Decisive amid ambiguity

• Grounded in purpose and mission-driven leadership

• Direct, thoughtful, and emotionally intelligent

• Collaborative and highly relational

• Resilient and adaptable in fast-paced environments

Hiring Process:

We highly recommend reading Rocket Fuel before applying for this role so that you fully understand the accountabilities and expectations for it.

Compensation & Benefits:

Competitive executive compensation package

• Comprehensive health, dental, and vision coverage

• Retirement benefits

• Flexible work environment

• Child-care subsidy

• Paid time off and wellness support

• Professional development opportunities

• Relocation support available

This position is based in Bozeman, MT.