Thrivent

Director of Operations

Thrivent

full-time

Posted on:

Location Type: Office

Location: Germantown • Wisconsin • United States

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Salary

💰 $85,000 - $115,000 per year

Job Level

Lead

About the role

  • Promote the firm’s mission, culture and core values through day-to-day leadership and management
  • Drive initiatives that help the firm enhance profitability and achieve business objectives
  • Develop, execute, and oversee workflow, processes, and Standard Operating Procedures for practice
  • Work with CEO to determine staffing needs
  • Determine training and onboarding plan for new hires
  • Develop and maintain job descriptions
  • Manage support staff including schedules and attendance, payroll and benefits, and performance monitoring
  • Develop criteria to gauge team effectiveness
  • Conduct bi-annual performance reviews
  • Prepare and facilitate weekly team meetings
  • Lead strategy, development, and implementation of projects
  • Drive culture within the team by assisting Marketing Specialist with team events and S&D items
  • Ensure marketing efforts are aligned with team vision by coordinating between Marketing Specialist and leadership team
  • Update policies and procedures in accordance with SEC and FINRA standards
  • Develop and maintain all regulatory files
  • Maintain contact info and relationships with vendors and maintenance providers
  • Monitor and support licensing and continuing education requirements for all members of the team
  • Step in as backup for others on the team as needed
  • Other responsibilities as assigned by CEO

Requirements

  • Minimum 5 years of experience in the financial planning industry
  • Minimum 3 years of experience overseeing others
  • Ability to demonstrate leadership in daily responsibilities
  • Ability to train others on daily tasks
  • Ability to lead others through an assignment
  • Strong interpersonal skills with a commitment to continuous improvement
  • Complete knowledge of financial products used by the firm
  • Thorough understanding of the technology used by the firm and how it applies to clients
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information.
Benefits
  • team bonuses ranging from 2-10% of annual salary
  • group health insurance with HSA matching
  • simple IRA match
  • starting 80 hours of PTO
  • 20 hours of volunteer time off per year
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningleadershiptrainingperformance monitoringproject managementregulatory complianceteam effectiveness evaluationworkflow developmentStandard Operating Proceduresfinancial products knowledge
Soft Skills
interpersonal skillscontinuous improvementcommunicationteam leadershiporganizational skillsproblem-solvingadaptabilityintegritycollaborationtime management