Operations Specialist - Orion (Part Time)

Job Description:

About XYPN

XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

This is an opportunity to join a company on a mission to help others—and you—live your best lives.

About the Department & Role

XY Investment Solutions, LLC (dba XYPN Invest) is an SEC-registered investment advisor offering a comprehensive platform for independent, fee-only financial advisors. We provide three distinct service models to meet advisors' needs:

• DIY (Technology Only): Access to core technology for independent use.
• Do It With Me: A full-service Turnkey Asset Management Platform (TAMP).
• Do It For Me: A corporate RIA model with comprehensive support.

Through our DIY service model, XYPN members can purchase Orion technology as a stand-alone solution. Additional support packages and optional add-ons are available to further enhance their experience.

About the Position

At XYPN Invest, our mission is to empower financial advisors by streamlining the investment management process. As an Orion Specialist, you will play a critical role in supporting advisors and enhancing their experience with Orion technology.

What you'll be doing

• Respond to advisor support requests via email, phone, and scheduled Zoom meetings.
• Assist new members with onboarding to Orion, providing step-by-step guidance throughout the process.
• Escalate complex issues to the Orion Support Manager as needed.
• Provide assistance with monthly and quarterly billing and reporting services for Orion subscribers, ensuring accuracy and timeliness.
• Support the quarter-end invoicing process for the Orion service offering.
• Creating and maintaining support articles and walkthroughs.

Measurables: 

• Number of tickets resolved.
• First response time.

The Deets:

Start Date: Immediately

Status: Part-time (20 - 25 hours per week with flexible schedule)

Location: Remote and/or Bozeman, MT 

Overtime Status: Non-exempt (i.e., overtime eligible)

Team: XYPN Invest/Sapphire   

Reports To:  Orion Support Manager

Direct reports: None 

What you'll bring to the table:

(If you think, “I only meet 80% of these qualifications,” still apply!)

• 2+ years of direct experience managing Orion databases.
• 1+ years of direct experience using Orion’s billing and reporting applications.
• A proactive approach to completing tasks, achieving inbox zero, and maintaining organization.
• Exceptional written and verbal communication skills to ensure clarity in all interactions.
• Proficiency with multiple cloud-based technology applications and the ability to quickly adapt to new tools and solutions.
• Strong time management skills, thriving under tight deadlines.
• A collaborative attitude, avoiding phrases like "That's not my job" or "That's not how we do things."
• Legally authorized to live and work in the United States without present or future need for sponsorship.

What would make us drool:

• Previous experience working within a Registered Investment Advisor (RIA) firm.
• Familiarity with Charles Schwab or other custodians.

XYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants

Compensation & Benefits:

• Salary: $28.37 - $36.10 hourly
• All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). 
• 9 paid holidays (we offer flexible holidays!)
• 401(k) with match; you put in 6%, and we put in 4.5%.
• 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 availability 
• Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
• Employer-paid Life and AD&D insurance.
• Employer-paid Long Term Disability coverage.
• Up to $75/month to cover the cost of working with a financial planner, plus up to $250 toward the upfront fee.
• $1000/year (prorated by start date) to put towards professional development
• $125/quarter to spend on yourself specific to our core value of "Be Well Being You.”
• $250 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
• Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
• Various Gym discounts 
• Company-owned laptop computer provided (Apple Products).

XYPN 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.