Thrivent

Financial Planning and Analysis

• Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith
• Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs
• Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community
• Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice
• Have the flexibility to control your schedule, allowing for work-life balance
• Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so
• Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business

Financial Advisor

• Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
• Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
• Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
• Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
• Have the flexibility to control your schedule, allowing for work-life balance.
• Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
• Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Customer Support

• Process cases utilizing various workflow, administrative, and LOB (Line of Business) systems accurately and cost-effectively and in compliance with internal service and state and federal regulatory standards
• Analyze cases for IGO and determine level of complexity of the request
• Determine if case should be routed/handed off to other business resource based upon the complexity of the request
• Contact the appropriate resource to assist in resolving the request, if NIGO
• This would include contacting the member, FA (Financial Associate), internal business units, vendors or external business resources
• Handles sensitive communications with customers and financial associates, which may include highly confidential information or complaints
• Resolves telephone and written inquiries from internal and external customer contacts in a prompt, efficient manner, giving correct thorough responses to needs and requests
• Documents calls, written communications, etc. made in an attempt to gather, or upon gathering the missing information needed to process the paperwork

Customer Service Representative, Annuity Inforce Processing

Engineering Manager

• Accomplishes results primarily through management and/or experienced specialists who exercise significant latitude and independence.
• Provides strategic direction to one or more departments.
• Establishes operating policies and procedures that affect departments and subordinate sections, disciplines and work units.
• Interprets company-wide policies and procedures.
• Develops budgets, schedules, and department objectives and metrics derived from organizational objectives.
• Collaborates and interacts frequently with internal and external key stakeholders and senior-level business partners concerning projects, operational decisions, scheduling requirements, and/or contractual clarifications.
• Leads briefings and technical meetings to support IT objectives.
• Designing Solutions Review technical solution design and architecture and provide guidance and direction.
• Developing Software Has Developed software. Can read code and stays up to date on best practices. Ensure Code reviews are completed - Problem solving and analytical skills Learning and applying new techniques Promotes and empowers sharing ideas, best practices, etc.
• Supports the team agile practices and learning events / trainings Helps break down barriers for the team Engages in sprint demos; Understands the desired and actual outcomes as well as the technology delivered by the team.
• Partner with Product Manager on Initiatives/ Features/ Epics and provides clarity on desired outcomes as well as technical expertise. Collaborates with Product manager for strategies, operating plans, targets and measures for product groups.

Administrative Assistant

• Handles incoming telephone calls to the office and responds to requests for information.
• Performs routine administrative duties such as maintaining office supplies and processing mail.
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature.
• Supports projects, administration of various programs, and processing functions as needed.
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors.
• Update the contact management system with client/member contact and preference information.
• Assist Financial Advisors in the preparation and follow up for the client/member meetings.
• Tracks practice expenses and oversee the practice bill paying.
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed.
• Participates in the business planning process.
• Completes other miscellaneous tasks as assigned.

Account Manager

• Oversee the planning department including all team members, procedures and processes for Sage Path Financial Consultants
• Manage email review and follow-up as necessary
• Update CRM (Salesforce) with client information and managing tasking updates in the system
• Monitor applications throughout underwriting process
• Interact with clients to ensure a smooth and consistent experience
• Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products
• Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s FA
• Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice
• Prepare and update financial plans and presentation material for client meetings
• Finalize, submit, and track all client account and application paperwork

Client Relationship Manager

• Participate in client meeting held by other advisors as directed
• Work with Client Service Admins to send paperwork for client signature and follow-up as needed until signed.
• Submit applications that require meeting with the client to complete.
• Complete redemptions, purchases, exchanges, fund transfers, and other financial management requests from advisory team
• Send appointment follow-up thank you and action items via email (Insights & Next Steps)
• Monitor pending recommendation implementation, i.e. ensure that tasks are completed
• Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator
• Respond to client emails or phone calls: Assess current need of client including timeline
• Directly respond to items that do not require specific case analysis
• Communicate between client and planning team or lead advisor to answer questions that do require case analysis
• Make calls with clients to request rollovers and transfers of their retirement accounts
• Document all client interactions in Salesforce profile

Community Manager

• The Engagement Leader (EL) is a relationship development professional who provides local leadership, planning and execution of community and business development through community engagement and activation activities in partnership with Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks
• Strategic relationship development with local organizations
• Coordinated community growth and development efforts with local field leaders
• Leverages Thrivent’s community impact programs, focused on building financial health and inspiring generosity, to enable local relationship development, drive business growth and have a positive impact on community
• Consultation and support resources to new and experienced Thrivent Financial Advisors, partnering with them to grow their networks and deepen relationships with their clients and community members
• Develop an engagement plan that leverages Thrivent’s membership and community impact programs to differentiate their business in their community and drive stronger business and community impact results
• Development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and deepen client and community relationships
• Builds relationships with community leaders and their organizations, churches, and local non-profit and business networks to strengthen Thrivent’s community impact outcomes and business results within the local market

Community Engagement Leader

Consultant

• Leads development and implementation of leadership development and effectiveness programs across the enterprise, especially mid- and senior-level leadership programs
• Oversight of programs for leading self and others, including nominations, facilitation, event management and program analysis
• Collaborates with leaders and business partners to gain business insight for program design and implementation, using data, metrics, outcomes and industry best practices to learn, iterate, and adapt programs
• Demonstrate and maintain leading edge expertise to ensure Thrivent implements the most effective programs and processes to drive organizational outcomes
• Manage multiple projects and processes in a fast paced, entrepreneurial environment
• Anticipate requirements to support larger-scale development needs within and across teams and build plans to develop resources and skills accordingly
• Reports to the Director, Enterprise Learning and Development
• Collaborates with stakeholders inside Human Resources, as well as senior leaders across the organization

Organizational Effectiveness Consultant – Leadership Development

• This role isn't on the other end of a complaint line, and escalated callers are rare.
• You're empowered to provide a call experience that doesn't rely on a script, and you’ll own it from the first 'Hello!' to problem resolution.
• Working on each unique call from beginning to end lets you focus on the details needed to find the right solutions and provide a superior call experience.
• Build rapport with callers of diverse backgrounds to accurately assess situations and present potentially complex solutions.
• Quickly navigate multiple systems while engaging callers with clear, concise, and positive language to gather relevant information.
• Focus on quality and first-call resolution while minimizing processing time or after-call work.
• Receive dedicated support from tenured teammates, structured and ongoing training, and regular meetings with your manager.
• Opportunity to become an expert in annuities, health insurance, life insurance, mutual funds, and beneficiary claims unique to Thrivent.
• Starting at a competitive base salary of $25.00/hour ($52,000/year)
• Up to 10 weeks of structured training and onboarding with mentoring
• No scripts; internal helpline, coaching and mentoring, and comprehensive documentation
• Career progression through monthly coaching, structured programs, and stretch opportunities

Customer Care Professional – Beneficiary Claim Support, Bilingual

• This role isn't on the other end of a complaint line, and escalated callers are rare. Instead, you're empowered to provide a call experience that doesn't rely on a script, and you’ll own it from the first "Hello!" to problem resolution. Working on each unique call from beginning to end lets you focus on the details needed to find the right solutions and provide a superior call experience. Each day, you will be helping people with similar values to your own to make the most of all they've been given. And your passion for serving others combined with integrity in your words and actions is essential to your success. The calls Building rapport with callers of diverse backgrounds is vital to accurately assess the situation and present potentially complex solutions. It requires quickly navigating multiple systems and at the same time engaging callers with clear, concise, and positive language as you gather relevant information. We are passionate about the client experience. While Average Handle Time (AHT) is measured, we focus on quality and first-call resolution, while looking to minimize our processing time or after-call work so we can help more clients reach their desired goals. An environment to launch your career The calls you’ll work on daily are from individuals driven by a higher purpose and resonate with Thrivent's promise of helping people achieve financial clarity, enabling lives full of meaning and gratitude. That mentality is why escalated callers are few. You'll step into a role with dedicated support from tenured teammates, structured and ongoing training, and regular meetings with your manager. Your professional development and career progression result from monthly coaching sessions, thought provoking and structured career advancement programs, and stretch opportunities. It's a career with multiple paths for advancement, too. You have the opportunity to use your interest in financial services to become an expert in products and programs like annuities, health insurance, life insurance, mutual funds, and beneficiary claims unique to Thrivent. And with a track record of individuals advancing into new support and leadership roles across the organization, this role provides a starting point for growing at Thrivent. Some highlights include: Starting at a competitive base salary of $23.46 HR ($48,796) Up to 12 weeks of structured training and onboarding for the product or program you support, with a designated onboarding partner including regular mentoring. After training has completed, you’ll be added to our Career Progression program which includes the ability to increase your hourly wages every quarter in the first year by meeting established milestones – that could mean an extra $2k salary increase in the 1st year alone ! We provide stretch opportunities across the organization. Recent examples include recruiting/interviewing new talent, focus groups/roundtables to address business objectives, quality initiatives and launching new services. Clear guidelines and resources with no scripts! We support our Customer Care Professionals to be the best they can be, with an internal helpline, coaching and mentoring, and comprehensive documentation there whenever you need them.

Associate Customer Care Professional – Health Insurance

Business Intelligence Analyst

• Fully qualified analyst who supports both the systems and the processes of Capacity Growth & Development COE, acting in a liaison role between the business and key stakeholders.
• Instrumental in providing reporting necessary for the operation of divisional functions.
• Assists in consultations to gather business reporting requirements and supports functional teams.
• Also accountable for coordinating between functions and driving deliverables.
• Responsible for data quality and the monitoring of end-to-end reporting and trends in the business unit.
• Leads small to moderate size projects by drafting requirements, performing updates, and designing and executing test cases.

Reporting Analyst

• Provide unscripted, end-to-end phone support and problem resolution for Thrivent clients
• Build rapport with callers of diverse backgrounds and accurately assess situations
• Navigate multiple systems while engaging callers with clear, concise, positive language
• Focus on quality and first-call resolution while minimizing after-call work
• Receive up to 10 weeks of structured training and onboarding with mentoring
• Continued career progression opportunities and stretch assignments across the organization
• Opportunity to specialize in products: annuities, health insurance, life insurance, mutual funds, beneficiary claims
• Supported by internal helpline, coaching, mentoring, and comprehensive documentation

Associate Customer Care Professional, Bilingual

• Deliver unscripted, end-to-end phone-based customer care for Thrivent clients
• Build rapport with diverse callers and navigate multiple systems to find solutions
• Focus on quality and first-call resolution while managing Average Handle Time
• Receive structured onboarding/training, mentoring, and ongoing career progression
• Opportunity to specialize in Thrivent products (annuities, insurance, mutual funds, beneficiary claims)

Associate Customer Care Professional – Client Care

Events

• Implementing powerful data monitoring techniques to drive effective DLP policy enforcement
• Data sensitivity labeling
• Architecting and deploying data monitoring solutions
• Ensuring response policies are in place to protect organizational data
• Risk management and being able to partner closely with our risk team to drive organizational change
• Advising other teams on security best practices within our workspace
• Conduct code reviews and contribute to security product development
• Provide expert-level troubleshooting and debugging for data monitoring-related issues, as well as assisting with troubleshooting across other security solutions
• Support on call after hours issues as needed per on call rotation
• Critical situation calls at all hours, based on relevance to our technology stack
• Contribute to developing engineering practices, templates and frameworks in collaboration with the team
• Apply technical knowledge to drive outcomes for customers
• Ability to work and problem solve independently on initiatives that align to the broader engineering strategy
• Participate in team’s collaboration sessions to provide technical expertise to solve a problem/remove technical roadblocks for the team
• Participate in product planning and implementation. Helps team to understand and decompose work
• Provide guidance to junior engineers to help them learn foundational engineering skills
• Provide domain expertise on software products in their area to junior engineers to help them learn/grow their skills and contribute as part of the team

Senior Engineer – Data Loss Prevention

Executive Assistant

• Organizes and coordinates executive's schedule by arranging appointments, maintaining calendars and scheduling meetings, conferences, travel, and presentations
• Handles telephone calls, greets visitors, responds to information requests, and composes correspondence (often of a confidential nature)
• Relieves VP/SLT/EMT of routine administrative details, including data compilation and analysis
• Prepares meeting agendas and briefings, maintains meeting notes, and arranges for implementation of action items
• Prepares presentation materials and spreadsheets to produce high quality reports, presentations, and other documents
• Supports and/or administers projects or processes for division/department
• Provides work direction to other Administrative Assistants in the department
• Maintains and promotes strong business relationships with key stakeholders in support of management objectives.
• This position will work in the Minneapolis Corporate office as needed

Recruitment

• Lead full-cycle recruiting efforts for financial advisors and related talent within the remote advice channel. • Utilize various channels, including networking, referrals, and industry events, to engage talent. • Develop sourcing strategies and manage candidate lead flow to achieve annual recruiting targets across multiple tools such as Linkedin , Indeed , etc. • Manage candidate flow into both remote and growth hubs. • Develop and execute proactive sourcing strategies to attract high-caliber candidates aligned with our business goals . • Be proficient in leveraging established best practices and identifying new ways to engage and attract talent. • Manage a high candidate volume while maintaining a focus on candidate quality, speed, and efficiency. • Partner closely with hiring managers and leadership to forecast talent needs and design customized recruitment strategies. • Engage passive candidates through innovative, high-touch sourcing strategies that prioritized personalized outreach and long-term relationship building. • Accurately track and manage candidate relationship management system s, Workday and Beamery, to ensure data accuracy through the selection process from application to offer . • Utilize data and metrics to assess recruiting performance, identify bottlenecks, and drive continuous improvement. • Provide a seamless and professional candidate experience from outreach through onboarding. • Stay current on industry trends and competitive market intelligence related to remote financial advisory services. • Work closely with field leaders, internal partners, and other recruiters to align recruitment efforts with organizational goals and ensure consistency in messaging and candidate experience.

Sr Recruiter

• Oversee and direct the Due Diligence process for all product lines, assessing potential business portfolios for asset portability
• Exhibit and uphold a thorough understanding of product, processes, and capabilities relevant to broker dealers and registered inve stment advisors (RIAs).
• Stay s updated on industry competitive intelligence, including benchmarking and analysis
• Provides strategic assessment of the experienced Advisors’ book and helps to craft the most efficient path forward for moving from the Advisor’s predecessor firm to TIMI
• Remain s apprised of current industry trends and research on broker protocol and any other topics pertaining to the movement of Advisors between firms in the financial services industry
• Work s closely with due diligence analysts and use s industry knowledge to inform the offering strategy of the various broker-dealer and investment advisory products based on F A and client experience.
• Maintains understanding of recruiting trends and offerings within and across industry channels
• Understands the needs of the F A s and their clients to assist them in determining appropriate investment product solution strategies.
• Work s jointly with other Thrivent departments to bring expertise and solutions to the F A s .
• Well-versed in the financial pro forma P&L associated with the Advisor’s transition and brings experience relative to any financial incentive program such as a forgivable loan program, bonus or transition program
• Develop s enhanced relationships with incoming experienced F A s to assist in coaching and mentoring F A s to enhance productivity and business efficiency.
• Work s with appropriate parties to be an advocate for the needs of the F As.
• Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes .
• ​ Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients .
• Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients .
• ​ Describe below the audience this role will interact with and level of influence they will have on those roles .
• Legal and Compliance to modify TIMI /Thrivent policies as needed
• Due Diligence Analysts to inform the offering strategy
• FAs (field leadership) to provide support on experienced Advisor recruiting

Practice Acquisition & Recruiting Manager

Director

• Lead , deploy and execute on strategic initiatives in advisor teaming, succession and continuity planning, and practice management to drive capacity , productivity, and total sales growth through the Advisor Practice Coaching team .\n• Partner with the Director of Advisor Practice Strategies and Programs to b uild , drive and co-own the strategy for teaming and succession across the enterprise/advisor ecosystem.\n• This includes partnering with stakeholders to deliver advanced team capabilities, such as entity, team agreements, program management, team recognition, team compensation, Revenue Sharing Agreements , and any future capabilities for teams.\n• Builds and executes on a strategy to equip our field leadership to hire into teams and grow future team leaders to consistently deliver exceptional client service, provide purposeful advice, lead hi gh-performing teams and meet organizational goals.\n• Develop and mentor a team of coach ing consultants, setting goals, KPIs, and accountability measures to drive performance and ensure alignment with enterprise objectives .\n• Develop, refine , and lead scalable processes for advisor coaching and consulting to enhance team effectiveness, ensuring consistent execution of teaming, succession, continuity, and practice management initiatives across the organization.\n• Stay informed on industry trends, regulatory changes, and best practices to continually enhance advisor development and business performance.\n• Identify and integrate new opportunities into the company’s growth strategy to elevate coaching and consulting services.\n• Collaborate with internal stakeholders, cross functional and external partners to align with organizational goals and maintain high standards of service for financial advisors and teams.\n• Provide strategic consulting on business development, teaming, and succession/continuity strategies, and offer guidance on continuity strategies to ensure long-term client and business stabilit y.\n• Manage team budgets to support strategic objectives while ensuring fiscal responsibility and effective resource allocation.\n• Select, develop, coach, and recognize team members to sustain high performance and diversity.\n• Model Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.\n• Conduct performance reviews, provide feedback, and support professional development to foster a high-performing and diverse team.\n• Promote a collaborative environment through empathic listening, effective issue resolution, and a focus on solution-oriented approaches.\n• Foster an environment of continuous improvement, exceptional employee engagement, and unwavering commitment to clients.\n• Shape a culture that reflects Thrivent’s purpose, promise, and values, ensuring trust and reputation with clients and advisors remain strong.\n• This role will interact with a broad spectrum of stakeholders, including Thrivent Advisors, their teams, and staff, as well as field leadership at all levels.\n• Additionally, the Director will engage with the Executive Leadership Team (ELT), Senior Vice Presidents (SVPs), Vice Presidents (VPs), and Director-level leaders across the organization.\n• The Director will have significant influence, collaborating with matrixed partners, managing and influencing cross-functional relationships, and ensuring alignment with enterprise business objectives.

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Customer Service Representative, Annuity Inforce Processing

Engineering Manager

Administrative Assistant

Financial Advisor

Client Relationship Manager

Client Relationship Manager

Community Engagement Leader

Organizational Effectiveness Consultant – Leadership Development

Customer Care Professional – Beneficiary Claim Support, Bilingual

Associate Customer Care Professional – Health Insurance

Reporting Analyst

Associate Customer Care Professional, Bilingual

Associate Customer Care Professional – Client Care

Senior Engineer – Data Loss Prevention

Executive Assistant

Sr Recruiter

Practice Acquisition & Recruiting Manager

Director, Advisor Practice Coaching