Chief Integrator for Growth, Culture & Impact

Make Choteau Home; Bozeman (MT); On-site; USD 180,000 - 280,000; Full time

Job summary

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. The President will serve as the Integrator, translating the CEO’s vision into aligned execution across the organization and leading the executive team to scale XYPN with accountability and culture in mind.

The ideal candidate will be a strategic, disciplined operator, comfortable in high-growth environments, and skilled at

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.

Responsibilities

• 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.
• Serve as the organization’s Integrator within 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.

Skills

Strategic leadership

EOS knowledge

Integrator experience

Cross-functional leadership

Job description

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. The President will serve as the Integrator, translating the CEO’s vision into aligned execution across the organization and leading the executive team to scale XYPN with accountability and culture in mind.

The ideal candidate will be a strategic, disciplined operator, comfortable in high-growth environments, and skilled at