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.]
Job SummaryThe IT Manager is responsible for leading XYPN's internal IT operations, including infrastructure, systems administration, end-user support, vendor management, and cybersecurity execution. This role ensures the day-to-day stability, security, and scalability of XYPN's technology environment and plays a key role in delivering outstanding support to team members across all service lines.Reporting to the Managing Director of Technology, the IT Manager works closely with colleagues in engineering and security to maintain a seamless, secure, and highly responsive IT ecosystem. The ideal candidate brings a proactive mindset, operational excellence, and a passion for delivering exceptional internal technology experiences.
Key ResponsibilitiesIT Operations & SupportLead day-to-day management of internal IT operations, systems, and hardware/software lifecycle.Oversee end-user support including Help Desk ticket resolution, onboarding/offboarding, and hardware troubleshooting.Serve as administrator for core platforms including GSuite, Slack, Zoom, and identity management tools.Ensure timely, high-quality IT support for team members—remote and on-site—with an emphasis on service and satisfaction.
Infrastructure & Systems AdministrationManage and maintain network infrastructure, including firewalls, switches, access points, and ISP connections across multiple office locations.Oversee hardware inventory and software licensing, ensuring accuracy and availability.Evaluate new tools and platforms that support operational growth and security standards.
Cybersecurity & Risk ExecutionPartner with security leadership (vCISO and MD of Technology) to implement information security controls, endpoint protection, and response protocols.Support compliance efforts by ensuring systems and access management align with policies and best practices.Facilitate employee compliance and training initiatives in collaboration with Learning & Development.
Vendor & Project ManagementOwn all IT vendor relationships and contracts, including procurement, renewals, and performance management.Coordinate with external partners and cross-functional teams on technology projects and rollouts.Contribute to IT budgeting, procurement, and forecasting.
Team LeadershipLead and mentor IT team members (e.g., IT Specialist), including goal setting, performance development, and coaching.Foster a collaborative, service-oriented IT culture that reflects XYPN's core values and focus on operational excellence.
Measurables for SuccessHelp Desk ticket resolution time and satisfaction scoresCompletion of quarterly IT/security projectsNetwork and system uptimeAudit readiness and compliance with access policiesStakeholder satisfaction across departments
What You'll Bring to the Table3+ years of experience in IT operations, systems administration, or technical supportStrong working knowledge of Apple/macOS environmentsFamiliarity with enterprise tools including GSuite, Zoom, Slack, identity management (Google, Okta), and VPN/ZTNAExperience managing firewalls, switches, VLANs, and office networksDemonstrated ability to manage vendors and technical projects from evaluation to implementationExcellent communication, customer service, and documentation skills
Extras That Would Make Us DroolExperience supporting a distributed team in a fast-paced or scaling organizationPrior involvement in security audits or compliance readiness (e.g., SOC 2)Experience with Kandji, AFI.ai, and/or HelpScoutProject management experience in IT transformations or system migrations
The DeetsStart Date: ASAP
Status: Full-time (40–45 hours/week)
Location: Bozeman, MT
Overtime Status: Exempt
Team: Technology
Reports To: Managing Director of Technology
Direct Reports: IT Specialist (and/or future IT team members)
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: $100,000-120,000All 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 availableEmployer-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.
The pay range for this role is:100,000 - 120,000 USD per year(XYPN - Bozeman Office)
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