President & Integrator — EOS Expert, ESOP Ownership

Summit Search Consultants; Bozeman (MT); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Health, dental, vision coverage

Comprehensive benefits

Vacation & PTO

Job summary

XY Planning Network (XYPN) is seeking a President/Integrator to serve as the operational engine of the organization. You will translate the CEO’s vision into executable plans, lead the EOS execution, and drive growth while preserving XYPN’s culture and member-first philosophy.

In this role, you will oversee executive leadership, financial performance, and strategic alignment across all departments, mentoring leaders and shaping the organization’s future in a fast‑growing, mission‑driven

Qualifications

• 10+ years of executive leadership experience.
• Proven ability to scale organizations and lead cross-functional teams.
• Strong financial acumen with P&L ownership.
• Experience implementing EOS in a fast-growth environment.

Responsibilities

• Translate CEO vision into actionable strategic plans.
• Lead EOS execution and quarterly Rocks.
• Drive profitability and organizational performance.
• Develop and coach leadership team.
• Maintain culture and mission alignment.

Skills

Strategic leadership

Operational leadership

Financial acumen

People leadership

EOS experience

Tools

EOS framework

Job description

XY Planning Network (XYPN) is seeking a President/Integrator to serve as the operational engine of the organization. You will translate the CEO’s vision into executable plans, lead the EOS execution, and drive growth while preserving XYPN’s culture and member-first philosophy.

In this role, you will oversee executive leadership, financial performance, and strategic alignment across all departments, mentoring leaders and shaping the organization’s future in a fast‑growing, mission‑driven