Thrivent

Field Onboarding & Integration Manager

Thrivent

full-time

Posted on:

Location Type: Remote

Location: Minnesota • United States

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Salary

💰 $120,467 - $162,984 per year

About the role

  • Lead a team of onboarding specialists focused on delivering a seamless launch experience for new financial advisors
  • Manage the onboarding specialists and licensing coach roles
  • Monitor key leading indicators such as licensing pass rates, appointments, advice, and PACE
  • Partner closely with field developers to ensure advisor transitions are executed at the highest standard
  • Serve as the primary point of contact for the Field Leaders on advisor-onboarding issues
  • Oversee the end-to-end onboarding journey for new advisors
  • Provide strategic leadership and oversight of the centralized candidate-support function
  • Design and implement onboarding systems for both individual and group cohorts
  • Monitor advisor engagement, satisfaction, and productivity metrics
  • Partner with field leaders to deliver targeted interventions, resources, and coaching
  • Track and analyze technology utilization metrics
  • Build strong partnerships with IT, HR, Field Leadership, and other teams
  • Facilitate feedback loops with field leaders and stakeholders

Requirements

  • Bachelor’s degree in finance, business administration, or a related field
  • Demonstrated experience (5+ years) managing in the financial services industry
  • Strong depth of knowledge with financial services tools, techniques, and resources such as Salesforce and MoneyGuidePro
  • Experience in field onboarding or training within financial services or sales environments
  • Skillset that supports the procurement and development of diverse talent
  • Strong interpersonal communication and relationship-building skills
  • Excellent planning and organizational skills
  • Demonstrated ability to coach, mentor, and develop team members
  • Proven capability to lead cross-functional collaboration
  • Strong analytical and decision-making skills
  • Ability to model Thrivent’s leadership competencies
  • Experience managing through ambiguity and driving clarity
  • State LHA, FINRA SIE, and FINRA Series 7, 63/65 or 66 required or obtained within 120 days.
Benefits
  • 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
  • other employee benefits
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial services managementonboarding systems designdata analysiscoachingmentoringtalent developmentcross-functional collaborationstrategic leadershipperformance metrics monitoringtechnology utilization analysis
Soft Skills
interpersonal communicationrelationship buildingplanningorganizational skillsanalytical skillsdecision-makingleading through ambiguityfeedback facilitationteam developmentstakeholder engagement
Certifications
Bachelor’s degreeState LHAFINRA SIEFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66