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.

(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.

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.

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.