This can be a remote position within the US.
DUTIES & RESPONSIBILITIES
Maintaining subject matter expertise through understanding current and evolving market trends, competitive landscape, and client experience expectations
Upskilling and maintaining knowledge of the advice framework and process across the Advice and Distribution Solutions team and other stakeholders across the Enterprise
Engage with the field advisory teams and field leaders to gather feedback and provide back to the Advice COE
Deliver outcomes by modeling a learning mindset, and planning for continuous iteration of advice content
Ensure all key internal partners are aligned to advice and embedded in all the work that we do, including identifying areas to drive alignment
Support upskilling, coaching, and training our field leaders and business execution team on how to coach to the advice process and financial planning strategies in order to better enable partner teams to drive an aligned message
Execute an adoption advice plan to ensure all parts of the organization is aligned to advice
Partner with the Instructional Design team to create and support the learning experience for all audiences and ensure delivery of key learning objectives critical to the advice process
Coordinate with Content team and the Advisor & Leader Capacity & Development COE to bring the most relevant and engaging content for each touchpoint/adoption activity
Gather and synthesize feedback from key internal partners and communicate actionable recommendations to Advice COE leadership
Support training delivery of Advice and financial planning strategies related training deliver as a subject matter expert for field leaders
Regular communication with; individual contributors within Thrivent, Distribution organization, External vendors, contractors and/or consultants, Managers and/or Directors within Thrivent, and Thrivent Executive Management.
Develop communication strategies and have significant persuasion skills; resolve conflicts, inspire action, and manage divergent audience perspectives.
QUALIFICATIONS & SKILLS
Required
Bachelor’s degree in Business, Economics, or similar field
5-7+ years of Financial Services experience,
2+ years of Operational experience and analysis of industry and/or business data
Strategic leadership skills along with strong influence and collaboration; able to work across both corporate environment and field to influence and impact results.
Deeply knowledgeable and strong influencer with experienced FAs and practices.
Passionate about providing advice to clients and possesses in-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds and securities.
Ability to pull together multiple, and sometime conflicting, stakeholder opinions into a common point of view
Credible: seen as an expert in what it takes to drive advice adoption into the field organization
Results Oriented: coaches leaders to success and drives toward goals
People Oriented: comfortable leading, coaching and partnering with others, whether in large groups, small groups, or one-on-one settings.
Adaptable: flexible, agile, and amenable
Demonstratable experience in communications planning and organization
Deep subject matter expertise in financial planning and the advisory working model
Appropriate FINRA & Insurance Licensing: (Series 7, 65/66, LH)
Preferred
CFP and other designations
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
#Remote
