Director, Business Solutions Design
Capital One
Director, Advisor Practice Coaching
Thrivent
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $174,494 - $236,081 per year
Job Level
Lead
About the role
- 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.
Requirements
- 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 build, 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.
