XYPN
Director of Product & Lifecycle Marketing
XYPN, Bozeman, Montana, us, 59772
Company Overview
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
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 from 2018-2022 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
Here at XY Planning Network, we’re on a mission to help people live their great lives. From our core membership benefits to our robust support services to new BIG things on the horizon, XYPN comprehensively serves 1800+ financial planners as they run the independent firms of their dreams. With an ever-evolving, complex set of solutions on the table, we need to level-up our go-to-market strategy. That’s where you come in.
We are in search of a Director of Product & Lifecycle Marketing to drive our overall membership and service offerings story focused on the financial planning market.
As an experienced product marketing leader, you’ll own the charter for go-to-market strategy for our core membership offering, new product initiatives, and expansion revenue into support services. We’ll look to you to deeply understand our buyers and competitive insights to guide what we offer, how we sell, and why we build it. You’ll also be a key storyteller for the company – and manage (and hire!) a small Member Communications team – to deliver a rich, compelling product lifecycle narrative full of value propositions for our Member financial planners. You will be responsible for product marketing, lifecycle marketing & membership communication, support services launch activities, and GTM programs to drive adoption and engagement.
This is a high visibility role reporting into the VP of Sales & Marketing while also collaborating directly with key company leaders and cross-functional teams. You will have a strong familiarity with product marketing, lifecycle marketing communications, and go-to-market strategies. You are a self-starter, highly analytical, customer-obsessed go-getter that can bring a can-do attitude to help achieve market growth and leadership.
What You’ll Do:
Personas & Journeys - own the ongoing evolution of personas and buyer journeysProduct Launches - develop go-to-market strategy for new packages, membership tiers, support service lines, and more by ensuring products are positioned effectively in the market…with a cross-functional plan to executeContent Development - responsible for building content in support of launch and enablement channels, and ongoing member lifecycle communications. (Before the team is built out, you’ll need to roll up your sleeves in this area!)Pricing & Packaging - Join forces with support solutions and sales to launch and optimize pricing and packaging strategies that make sense to customers and drive business resultsDemand Generation & Positioning Guidance - oversee the translation of messaging/positioning and packaging strategies into briefs guiding demand generation campaign developmentManagement and Leadership - build, lead and coach a squad of data-driven marketers and creative content folks
Measurables:
50% or more of membership using support servicesNew leads (existing members) generated into support service pipelinesOperating Net Revenue per member 3-mo averageNew offering launch goal-setting
The Deets
Start Date: ImmediatelyStatus: Full-time (40-45 hours per week)Location: Bozeman, MT or remoteOvertime Status: ExemptTeam: Smarketing (XYPN Sales and Marketing department)Direct Reports: Product Marketing Managers and Specialists (to be hired)Reports to: VP of Sales & MarketingTravel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events
What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!) :
8+ years of relevant product marketing experience in B2B SaaS, financial services or other related business categories with a proven track record of building cross-functional programsExceptional people manager with a passion for leading a team and growing data-driven product marketersPassionate storyteller who can articulate a compelling vision both verbally and in writingStrong ability to quickly synthesize content into ‘positioning’ for non-technical audiences and craft messaging that connects with both internal stakeholders and customersSelf starter who can identify gaps and manage multiple initiatives simultaneously and energetically pursue them to completionDriven leader who is comfortable in a start-up like environment and can operate independently to build out new programs and initiatives for an emerging segmentTeam player with customer-first mentality who can work across an organization to build a plan, get alignment and execute itAnalytical mindset and a data-driven approach to problem solvingDesire to join a cause to support the growth of the next generation of financial planners!
What Would Make Us Drool
BA/BS in Business or similar degree in an applicable field, or relevant experiencePrevious knowledge in personal finance or experience related to financial advisor facing topics is a plus, but not necessaryExperience introducing the discipline of product marketing to a growing organization
Parents, military veterans and their spouses, recent graduates, retirees, career changers, and those interested in entering or re-entering the workforce are encouraged to apply! We welcome applications from individuals who may have had nontraditional career paths, or who may have taken time off for various reasons (e.g. children, caring for disabled or elderly family), or who have achieved excellence in careers outside of the financial sector.
Compensation & Benefits:
Salary: $97,621/year.All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)9 paid holidays.401(k) with match; you put in 6%, and we put in 4.5%.12 weeks paid parental 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.Pet insurance availabilityHealth Savings & Flex Spending (Health, Limited & Dependent Care) Accounts availableEmployer-paid Life and AD&D insurance.Employer-paid Long Term Disability coverage.Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.$2000/year (prorated by start date) to put towards professional development$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.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. (Subject to availability)Various Gym discountsCompany-owned laptop computer provided (Apple Products).
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.#J-18808-Ljbffr
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
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 from 2018-2022 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
Here at XY Planning Network, we’re on a mission to help people live their great lives. From our core membership benefits to our robust support services to new BIG things on the horizon, XYPN comprehensively serves 1800+ financial planners as they run the independent firms of their dreams. With an ever-evolving, complex set of solutions on the table, we need to level-up our go-to-market strategy. That’s where you come in.
We are in search of a Director of Product & Lifecycle Marketing to drive our overall membership and service offerings story focused on the financial planning market.
As an experienced product marketing leader, you’ll own the charter for go-to-market strategy for our core membership offering, new product initiatives, and expansion revenue into support services. We’ll look to you to deeply understand our buyers and competitive insights to guide what we offer, how we sell, and why we build it. You’ll also be a key storyteller for the company – and manage (and hire!) a small Member Communications team – to deliver a rich, compelling product lifecycle narrative full of value propositions for our Member financial planners. You will be responsible for product marketing, lifecycle marketing & membership communication, support services launch activities, and GTM programs to drive adoption and engagement.
This is a high visibility role reporting into the VP of Sales & Marketing while also collaborating directly with key company leaders and cross-functional teams. You will have a strong familiarity with product marketing, lifecycle marketing communications, and go-to-market strategies. You are a self-starter, highly analytical, customer-obsessed go-getter that can bring a can-do attitude to help achieve market growth and leadership.
What You’ll Do:
Personas & Journeys - own the ongoing evolution of personas and buyer journeysProduct Launches - develop go-to-market strategy for new packages, membership tiers, support service lines, and more by ensuring products are positioned effectively in the market…with a cross-functional plan to executeContent Development - responsible for building content in support of launch and enablement channels, and ongoing member lifecycle communications. (Before the team is built out, you’ll need to roll up your sleeves in this area!)Pricing & Packaging - Join forces with support solutions and sales to launch and optimize pricing and packaging strategies that make sense to customers and drive business resultsDemand Generation & Positioning Guidance - oversee the translation of messaging/positioning and packaging strategies into briefs guiding demand generation campaign developmentManagement and Leadership - build, lead and coach a squad of data-driven marketers and creative content folks
Measurables:
50% or more of membership using support servicesNew leads (existing members) generated into support service pipelinesOperating Net Revenue per member 3-mo averageNew offering launch goal-setting
The Deets
Start Date: ImmediatelyStatus: Full-time (40-45 hours per week)Location: Bozeman, MT or remoteOvertime Status: ExemptTeam: Smarketing (XYPN Sales and Marketing department)Direct Reports: Product Marketing Managers and Specialists (to be hired)Reports to: VP of Sales & MarketingTravel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events
What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!) :
8+ years of relevant product marketing experience in B2B SaaS, financial services or other related business categories with a proven track record of building cross-functional programsExceptional people manager with a passion for leading a team and growing data-driven product marketersPassionate storyteller who can articulate a compelling vision both verbally and in writingStrong ability to quickly synthesize content into ‘positioning’ for non-technical audiences and craft messaging that connects with both internal stakeholders and customersSelf starter who can identify gaps and manage multiple initiatives simultaneously and energetically pursue them to completionDriven leader who is comfortable in a start-up like environment and can operate independently to build out new programs and initiatives for an emerging segmentTeam player with customer-first mentality who can work across an organization to build a plan, get alignment and execute itAnalytical mindset and a data-driven approach to problem solvingDesire to join a cause to support the growth of the next generation of financial planners!
What Would Make Us Drool
BA/BS in Business or similar degree in an applicable field, or relevant experiencePrevious knowledge in personal finance or experience related to financial advisor facing topics is a plus, but not necessaryExperience introducing the discipline of product marketing to a growing organization
Parents, military veterans and their spouses, recent graduates, retirees, career changers, and those interested in entering or re-entering the workforce are encouraged to apply! We welcome applications from individuals who may have had nontraditional career paths, or who may have taken time off for various reasons (e.g. children, caring for disabled or elderly family), or who have achieved excellence in careers outside of the financial sector.
Compensation & Benefits:
Salary: $97,621/year.All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)9 paid holidays.401(k) with match; you put in 6%, and we put in 4.5%.12 weeks paid parental 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.Pet insurance availabilityHealth Savings & Flex Spending (Health, Limited & Dependent Care) Accounts availableEmployer-paid Life and AD&D insurance.Employer-paid Long Term Disability coverage.Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.$2000/year (prorated by start date) to put towards professional development$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.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. (Subject to availability)Various Gym discountsCompany-owned laptop computer provided (Apple Products).
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.#J-18808-Ljbffr