Advanced Brokerage Operations Professional, Licensed

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $22 - $31 / hour

⏰ Full Time

🟢 Junior

⚙️ Operations

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Serve as a primary operational resource for managed account programs • Respond to advisor and internal inquiries through phone, chat, and email • Process managed account maintenance requests, account updates, rebalances, and other operational activities • Develop and maintain subject matter expertise in managed account platforms, products, and operational processes • Partner with Envestnet and other external vendors to resolve issues, support platform enhancements, and improve the advisor experience • Assist advisors in implementing investment management strategies using third-party money managers and managed account solutions • Monitor, analyze, and resolve operational inquiries while meeting service level expectations and quality standards • Document advisor, vendor, and custodian communications in Salesforce and other designated systems • Stay current on operational policies, procedures, regulatory requirements, and platform enhancements • Test, learn, and support implementation of new managed account functionality and enhancements • Maintain working knowledge of Envestnet, Wealthscape, FBSI, and Thrivent proprietary applications • Build and maintain relationships with advisors, internal business partners, custodians, and external vendors • Generate and analyze reports supporting business operations, service delivery, and platform management • Collaborate with peers, provide operational coverage, and support departmental initiatives

🎯 Requirements

• High school diploma or equivalent required • FINRA Series 7 and 63/65 or 66 licenses required, or ability to obtain required licenses within 90 days of hire • 1–2 years of experience in financial services, brokerage operations, advisory operations, or a related field • Strong verbal and written communication skills • Proficiency in Microsoft Office applications, particularly Excel and Word • Strong attention to detail and organizational skills • Ability to manage multiple priorities and adapt in a fast-paced environment • Strong problem-solving and analytical skills with a focus on delivering exceptional service • Flexibility to work varying schedules based on business needs, operational priorities, and service volume forecasts • Preferred: Bachelor's degree or equivalent combination of education and relevant experience • Preferred: 3+ years of customer service experience and 2+ years of experience within a brokerage, advisory, or wealth management environment • Preferred: Experience supporting managed account programs and platforms • Preferred: Familiarity with Envestnet, NFS/Fidelity, Wealthscape, NetX360, or similar wealth management systems • Preferred: Experience training or educating advisors, financial professionals, or staff • Preferred: Call center or service operations experience

🏖️ Benefits

• Various bonuses, including annual or long-term incentives • Medical, dental, and vision insurance • Health savings account • Flexible spending account • 401(k) • 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 • Employee Assistance Program (EAP) • Well-being benefits

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