Events Specialist

XYPN•Bozeman, MT

9d•$53,000 - $62,000•Onsite

About The Position

As the Events Specialist on XYPN's Advisor Engagement team, you will support the planning, coordination, and execution of member experiences that help advisors connect, learn, and engage with the XYPN Network. You will manage logistics and attendee experiences across a variety of programs, including XYPN LIVE, Retreats, Meet-Ups, and other member engagement initiatives. While you'll work within Advisor Engagement to execute high-quality events and experiences, you'll also collaborate closely with teams across XYPN to ensure programs align with member needs and organizational goals. Through strong project management, communication, and operational execution, you'll help create seamless experiences that strengthen member engagement and foster meaningful connections across the Network.

Requirements

1-3+ years of event planning experience
Excellent project management, organizational skills, and a strong eye for detail.
Efficient time management skills and can manage several tasks with multiple priorities and deadlines.
Effective verbal, written, and interpersonal communication skills.
Proficient in data reporting and CRM management.
Works well in a fast-paced, team environment.
Ability to self-direct days—manage projects and tasks, seek out support, and re-prioritize as needed.
Legally authorized to live and work in the United States without present or future need for sponsorship.

Nice To Haves

College degree in Hospitality, Marketing, or other related field.
Experience working with event management platforms, HubSpot CRM, and project management tools like Monday, Teamwork, or Asana.
Virtual event management experience.

Responsibilities

Assist in the overall planning and execution of XYPN’s virtual and in-person events, including the annual conference, XYPN LIVE and Retreats.
Own the coordination and execution of the XYPN Meet-Up program.
Execute logistics for industry conferences, including task management and delegation, booth packing and shipping, and managing supplies.
Coordinate the event platform for XYPN LIVE, including setup, configuration, testing, launch, and support to ensure a seamless attendee experience before, during, and after the event.
Maintain event lists and logistics, including attendee registration, exhibitor registration and materials, team schedule, and vendor management.
Support marketing operations for virtual webinars, including helping team members across the organization prepare for event participation, practice runs, and post-event follow-up.
Lead our swag program, from researching products to advising on design, ordering, and monitoring the swag budget.
Manage XYPN's member calendar, ensuring event information is accurate, up to date, and communicated effectively across member-facing channels.
Manage the events inbox; field questions, and ensure timely responses.
Ensure all XYPN LIVE website details are consistently accurate and up to date.
Draft event guides, templates, and event correspondence for speakers, exhibitors, and team members.
Other here-and-there tasks and projects to support the day-to-day planning of XYPN events with greater efficiency.

Benefits

$53,000 - $62,000 annually
100%- employer-funded Employee Stock Ownership Plan (ESOP).
Unlimited vacation days (minimum of 3 weeks required per year).
9 paid holidays (flexible holidays).
401(k) with match (6% employee contribution, 4.5% employer match).
12 weeks paid parental leave for birth or adoption.
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) for 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.
Sabbatical program (cash bonus and extra time off at 5, 10, and 15 years).
Subsidized employer-sponsored childcare (subject to availability).
Various Gym discounts.
Company-owned laptop computer provided (Apple Products).