Talent & Culture Generalist

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.

[This position is based in Bozeman and applicants must presently reside within 50 miles of our Bozeman office to be considered. Candidates responding to this posting should be aware that applications will be accepted through July 10th, and no candidates will be contacted prior to July 7th.]

Summary:

We have our sights set on a highly motivated, people-centered, and creative Talent & Culture Generalist who obsesses over the team member experience and helps execute at every stage of the employee lifecycle. In this role, you’ll be the primary point of contact for team members across the company, drive talent acquisition & development efforts, and advocate for strategies that connect the dots between people, key business objectives, and our mission to help people live their great lives. 

Because we are firmly in the growth stage, we need an ever-observant HR pro that easily shuffles between the day-to-day, building programs, and executing strategies. Someone to make sense of the “circus” that comes alongside rapid growth. Specifically, we need a balancing act, a magician, and a show-person all wrapped into one. The Talent & Culture Generalist will be an expert at context switching and gets excited that no day will go as expected, they’ll innovate and create magic seemingly out of nowhere, and will show every candidate and new team member why XYPN is the dream team!

Supervisory Responsibilities:  No

What You’ll Do

• Execute HR strategies that support the company's vision, mission, and overall business objectives. 
• Drive the Talent & Culture function by supporting all phases of the employee lifecycle; talent acquisition, onboarding, learning & development, team relations, performance management, succession planning, and organizational development. 
• Evaluate existing programs built for attraction, engagement, retention, and team development and ensure People initiatives always support scalability and growth.
• Own, evaluate, and iterate the onboarding of new team members and support the offboarding experience too
• Ensure an awareness of and adherence to policies & procedures.
• Ensure a culture of availability, emotional intelligence, and advocacy for all team members building a reputation of confidentiality, consistency, and concern.
• Design programs to support the company’s diversity, equity, and inclusion initiatives to foster a welcoming, equitable workplace for all.
• Work closely with the People Operations, IT, and Finance teams to ensure cohesive processes in all phases of the employee lifecycle
• Key advisor to the People leadership team, providing counsel on people-related matters to drive business performance.
• Own the entire Learning Center team member lifecycle, tagging in P&C Leadership as appropriate and/or expected
• Immerse yourself in all things XYPN for a deep understanding of the culture, pipeline, and service offerings to passionately and accurately represent the company with current and future team members, partners, and stakeholders 
• Show appreciation for - and comfort in - adapting your approach to the numerous ways people communicate; you’ll leverage various communication styles, methods, and platforms to guarantee opportunities reach (and relate to) a broad and diverse audience 
• Help out with other HR-related functions, as identified

Measurables

• Engagement Scores
• Retention,Turnover & Promotion Metrics
• TA Metrics

The Deets

• Start Date: Immediately
• Status: Full-time (40-45 hours per week with flexible schedule)
• Location: Bozeman, MT 
• Overtime Status: Exempt
• Team: People & Culture
• Reports To: Director of Talent & Culture
• Direct reports: None 
• Travel: 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: 

• Legal authorization to work and reside in the United States
• Three to four years of general HR-related experience 
• Full-workflow experience in at least one of the following functions; Talent Acquisition, Talent Development, Organizational Effectiveness, Employee Relations & Compliance, Performance Management.
• A deep respect for the confidentiality required to be successful in this role and to uphold the integrity of our culture and team member information
• Ability to nurture collaborative relationships, meet timelines, and to influence and foster trust with stakeholders at all levels 
• An obsession with people, what motivates them, and what it takes to help them succeed
• An ability to identify needs, tag-in the right stakeholders, and drive solutions 
• A demonstrated and deep-seated belief that we are better as a team when we have an inclusive workforce representing diverse gender, gender identity, race, age, sexual orientation, background, appearance, and all other identity categories that contribute to unique perspectives 
• A deep appreciation and mastery of written and verbal comms and the ability to adapt your communications approach for optimal receipt 
• The ability to see candidates beyond their resume with a flair for connecting the right people with the right seats (beyond just the role they applied for) 
• Proven ability to problem-solve, take initiative, and prioritize responsibilities
• Unparalleled attention to detail 
• A thorough, candid, and engaging communication style 
• Enjoyment of a variety of tasks, as no two days will look the same ever! 
• A habit of looking for—and leaning into—new challenges and initiatives, while also being sure day-to-day responsibilities are handled 

What Would Make Us Drool

• Experience with Rippling, LinkedIn, and GoogleSuite
• HR-related certification and/or the ability and desire to acquire one
• An ability to talk to anyone as if you’ve known them for years and the desire to make everyone feel seen, heard, and included

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: $60,000-75,000
• 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 (we offer flexible 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 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 $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 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.