Advice Integration Consultant

🔥 1 minute ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $120.5k - $163k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

🦅 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 the primary subject matter expert on Purpose-based Advice • Drive alignment, integration, and adoption of advice across distribution and the enterprise • Consult with field-facing roles and training/support teams on connections to Thrivent’s Financial Planning framework and process • Partner with Capacity Growth & Development on advisor and leader development deliverables • Ensure training design and delivery reflects the latest advice content and desired experience • Partner with Advice and Client Experience Leaders and the Content Development team to promote advice best practices and develop and update advice content • Assist with enterprise rollouts and launches of advice updates • Act as a sounding board for Practice Growth Directors and Revenue Growth Directors • Gather feedback and communicate with Advice COE leadership to influence program decisions • Maintain subject matter expertise on market trends, competitive landscape, and client experience expectations • Upskill and maintain knowledge of the advice framework and process across stakeholders • Engage field advisory teams and leaders to gather feedback and report it to the Advice COE • Plan for continuous iteration of advice content • Align internal partners and identify opportunities to improve alignment • Support upskilling, coaching, and training for field leaders and business execution teams • Execute an advice adoption plan across the organization • Partner with Instructional Design to create and support learning experiences • Coordinate with Content and Advisor & Leader Capacity & Development teams on relevant content for touchpoints and adoption activities • Synthesize stakeholder feedback into actionable recommendations • Support delivery of advice and financial planning strategy training as a subject matter expert • Communicate regularly with Thrivent employees, distribution teams, external vendors, contractors, consultants, managers, directors, and executive management • Develop communication strategies, persuade stakeholders, resolve conflicts, inspire action, and manage divergent perspectives

🎯 Requirements

• Bachelor’s degree in Business, Economics, or similar field • 5-7+ years of Financial Services experience • 2+ years of Operational experience and analysis of industry and/or business data • Strategic leadership skills with strong influence and collaboration abilities • Ability to work across corporate and field environments to influence and impact results • Deep knowledge and ability to influence experienced financial advisors and practices • In-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds, and securities • Ability to synthesize multiple and sometimes conflicting stakeholder opinions into a common point of view • Experience driving advice adoption into a field organization • Ability to coach leaders to success and drive toward goals • Comfort leading, coaching, and partnering in large groups, small groups, and one-on-one settings • Flexibility and adaptability • Demonstrable experience in communications planning and organization • Deep subject matter expertise in financial planning and the advisory working model • Appropriate FINRA and Insurance Licensing: Series 7, 65/66, LH • CFP and other designations preferred

🏖️ 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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