Internal Communications Manager

Job description

XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

Job Description:  

As our Internal Communications Manager, you will play a major role in communicating XYPN’s value proposition to our most valued audience, our members. Our rapidly growing membership community is our top priority and your work will be critical to their experience in the Network. You will collaborate with stakeholders across all departments to communicate the right messages at the right time. This is an exciting opportunity to manage multiple projects in a fast-paced, high-growth startup environment.


  • Contribute to the overall internal communications strategy to determine best use of various channels of communication such as email, forums, webinars, and more
  • Own internal marketing of multiple programs, opportunities, tools, etc. available to members
  • Manage segmentation of audience and customized communications to each group
  • Maintain editorial calendar for member communications
  • Collaborate with team members to coordinate relevant messages
  • Compile, copy edit, write and distribute approximately 2-3 email newsletters per week 
  • Work with marketing team to build the foundation of external PR efforts
  • Engage in members-only forums, directing users to helpful resources 
  • Manage technical aspects of content delivery using HubSpot 
  • Carefully follow multi-step processes with consistency and diligence to complete regularly scheduled tasks; develop processes as needed
  • Maintain quality data and organized files and resources for use by the team
  • Understand and report on KPIs that speak to the effectiveness of our communications

Compensation & Benefits:

  • Starting salary: $60k-$65k DOE
  • Bonus: up to 20% of base salary based on company-wide goals
  • Matching 401K (4.5% match on 6% contribution)
  • Health insurance 
  • Open vacation policy (Required to take a minimum of 3 weeks per year)
  • Flexible work hours
  • MacBook Pro
  • Occasional paid staff work retreats for strategic planning and project work - 1-2/year anticipated plus our national conference in the fall

Please submit your cover letter, writing samples, and resume via XYPN's career site:



  • Exceptional written communication skills
  • Previous experience in a communications role
  • College degree in English, Communications, Marketing, or related field
  • Stellar eye for detail 
  • Highly organized
  • Comfort with technology and learning new tools

What would make us drool:

  • Marketing experience
  • Public Relations experience
  • Background in personal finance
  • Proficiency with HubSpot and integrating the system with other technologies