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Portfolio Associate

June 4, 2026

<meta><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);font-size:18pt;white-space:pre-wrap;">About the role</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">We are seeking a detail-oriented and intellectually curious Portfolio Associate to join our growing investment team. This role is designed for an investment professional interested in developing toward portfolio management responsibilities while gaining hands-on experience across trading, portfolio implementation, investment research, and advisor support.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">As a Portfolio Associate, you will be responsible for executing trades and portfolio changes for a group of advisors while supporting investment research, due diligence, and portfolio analysis efforts. You'll play an important role in helping ensure portfolios are implemented accurately and efficiently, while developing a deep understanding of portfolio management through direct involvement in both investment decision-making and execution.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">You'll also serve as a knowledgeable resource for advisors on portfolio implementation, investment models, and platform offerings, and contribute to strategic initiatives that improve the efficiency and scalability of our investment platform.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">This role is ideal for someone who enjoys analytical thinking, values precision and accuracy, and is excited to build investment, trading, and advisor-facing skills.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><i><b><strong style="color:rgb(32,32,34);font-size:11pt;font-style:italic;white-space:pre-wrap;">Where We Hire: </strong></b></i><i><em style="color:rgb(32,32,34);font-size:11pt;white-space:pre-wrap;">We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: </em></i><i><b><strong style="color:rgb(32,32,34);font-size:11pt;font-style:italic;white-space:pre-wrap;">AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT, WA and WI</strong></b></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);font-size:18pt;white-space:pre-wrap;">What you'll be doing</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Trading Operations </strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Execute all trade requests accurately and within established service level agreements</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Process trade instructions and system-recommended portfolio rebalances</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Review proposed trades for accuracy, submit to custodians, and monitor execution and allocations</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Confirm portfolio allocations and household setups are correct for both new and existing clients</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Respond to portfolio implementation and trading-related questions from internal teams and advisors</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Assist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio transitions from prior firms. </span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Maintain detailed records of trading activity and processes</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Portfolio & Economic Research</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Support the portfolio management team with portfolio analyses and data requests</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Prepare investment research reports on specific asset classes and model holdings</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Perform due diligence and review of advisor lead custom models</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Assist in maintaining model marketing materials and YCharts Model Marketplace Dashboards</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Contribute to internal investment content and participate in the creation of firm-level research</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Ad hoc portfolio analysis as requested by financial advisors</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Strategic Projects & Automation</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Lead or contribute to process improvement and automation initiatives within the investment team</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Collaborate cross-functionally to enhance trading workflows and operational efficiency</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Support the needs of the Investment Policy Committee with data and project work</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><u><b><strong style="color:rgb(32,32,34);text-decoration:underline;white-space:pre-wrap;">The Deets:</strong></b></u></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">Start Date:</strong></b><span style="color:rgb(32,32,34);white-space:pre-wrap;"> Immediately</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">Status:</strong></b><span style="color:rgb(32,32,34);white-space:pre-wrap;"> Full-time (40-45 hours per week with flexible schedule)</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">Location: </strong></b><span style="color:rgb(32,32,34);white-space:pre-wrap;">Remote and/or Bozeman, MT </span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">Overtime Status:</strong></b><span style="color:rgb(32,32,34);white-space:pre-wrap;"> Non-exempt (i.e., overtime eligible)</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">Team:</strong></b><span style="color:rgb(32,32,34);white-space:pre-wrap;"> XYPN Sapphire</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">Reports To:</strong></b><span style="color:rgb(32,32,34);white-space:pre-wrap;"> Director of Investment Services</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">Direct reports: </strong></b><span style="color:rgb(32,32,34);white-space:pre-wrap;">None </span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">Travel:</strong></b><span style="color:rgb(32,32,34);white-space:pre-wrap;"> Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:18pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);font-size:18pt;white-space:pre-wrap;">What you'll bring to the table:</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);white-space:pre-wrap;">(If you think, “I only meet 80% of these qualifications,” still apply!)</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">4-9 years experience either:</span></li><li style="font-size:11pt;list-style:none;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><ul data-pattern="discCircleSquare" data-depth="2" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin-left:0px;margin-right:0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:circle;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">placing trades at a large custodian, investment manager, RIA, of other financial services firm</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">performing investment research, with an asset-class specific focus</span></li></ul></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">Solid understanding of portfolio management concepts and trading processes.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">You have a knack for noticing small discrepancies; you fill crucial information into forms (like account numbers!) with little to no error. You proofread your work before submitting it.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">Tech-savviness and the ability to pick up new technology</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">Comfort navigating trading platforms and custodian interfaces. </span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">Experience with investment tools/systems and a process-improvement mindset.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">You can work under tight deadlines without even breaking a sweat as you flex your brag-worthy time management skills. </span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Familiarity in self-directing your days—you can manage your projects and tasks, seek out support, and re-prioritize as needed.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:10.5pt;white-space:pre-wrap;">Authorized to work and live in the United States</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(32,32,34);font-size:18pt;white-space:pre-wrap;">What would make us drool:</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">Experience using Orion and their trading software, Eclipse.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">Experience working with Charles Schwab as a custodian.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">You’re using AI tools in a trading capacity</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:10.5pt;white-space:pre-wrap;">You’ve passed CFA level 2 or more</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br><i><em style="color:rgb(32,32,34);font-size:10.5pt;white-space:pre-wrap;">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</em></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><i><em style="color:rgb(32,32,34);font-size:10.5pt;white-space:pre-wrap;"> </em></i><b><strong style="color:rgb(32,32,34);font-size:18pt;white-space:pre-wrap;">Compensation & Benefits:</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(32,32,34);font-size:11pt;--listitem-marker-color:#202022;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">$68,000 - $92,000 Annually </span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). </span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">9 paid holidays (we offer flexible holidays!)</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">401(k) with match; you put in 6%, and we put in 4.5%.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">12 weeks paid parental leave for the birth or adoption of a child.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Health insurance w/ employer contribution.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Pet insurance availability </span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Employer-paid Life and AD&D insurance.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Employer-paid Long Term Disability coverage.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">$2000/year (prorated by start date) to put towards professional development</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">$250/quarter to spend on yourself specific to our core value of "Be Well Being You.”</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)</span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Various Gym discounts </span></li><li style="color:rgb(32,32,34);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(32,32,34);white-space:pre-wrap;">Company-owned laptop computer provided (Apple Products).</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><i><em style="color:rgb(32,32,34);font-size:11pt;white-space:pre-wrap;">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.</em></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p>

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