Experienced Advisor Transition Specialist

🔥 19 hours ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $74k - $100.1k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Execute a consistent, compliant transition experience for experienced financial advisors and teams joining Thrivent • Develop and maintain detailed transition plans with milestones, dependencies, deliverables, risks, and stakeholder accountabilities • Coordinate and facilitate transition kickoff meetings • Serve as the central operational liaison among incoming advisors, recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external firms • Track transition milestones, identify risks or delays, escalate issues, and support timely resolution • Maintain documentation, status updates, and reporting for advisor transition activities • Gather advisor feedback and share insights to inform process improvements • Support the Experienced Advisor Transition Consultant with complex cases, special projects, and enhancements to transition tools, resources, and workflows • Provide responsive communication and support throughout the advisor transition process • Help advisors understand transition steps, required actions, timing, and available resources • Identify opportunities to improve the transition experience, reduce friction, and strengthen advisor satisfaction and retention • Partner with business development, field leadership, relationship management, and support teams to ensure smooth handoffs • Coordinate deliverables such as technology setup, registration, book transfer support, training, and advisor readiness activities • Communicate transition status, risks, decisions, and next steps to stakeholders and leaders • Contribute to continuous improvement efforts that streamline workflows and enhance advisor and stakeholder experiences • Model Thrivent’s leadership competencies and support a culture focused on continuous improvement, employee engagement, and commitment to clients

🎯 Requirements

• Bachelor’s degree in business, human resources, finance, communications, organizational leadership, or a related field required • Equivalent combination of education and relevant experience may be considered • 3+ years of experience in transition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions • Experience managing complex, multi-step processes with multiple stakeholders, dependencies, deadlines, and competing priorities • Experience coordinating cross-functional work and influencing outcomes without direct authority • Experience delivering strong client, advisor, employee, or customer experiences • Strong project management and organizational skills • Ability to create and maintain detailed project plans, track milestones, manage dependencies, and proactively address risks • Excellent verbal and written communication skills • Strong relationship management and service orientation • Ability to navigate ambiguity, solve problems, exercise sound judgment, and make timely decisions • Ability to coordinate across diverse stakeholder groups and foster collaboration, shared ownership, and accountability • Strong attention to detail and ability to follow policies, procedures, compliance requirements, and operational standards • Analytical mindset with ability to identify trends, recommend improvements, and use data and feedback to inform decisions • Proficiency with Microsoft Office tools, including Excel, PowerPoint, Teams, and project management or workflow tools • Ability to maintain confidentiality and handle sensitive advisor, candidate, and business information • Preferred: knowledge of advisor transition, registrations, licensing, broker-dealer operations, RIA or hybrid affiliation models, or wealth management practices • Preferred: familiarity with financial advisor recruiting, advisor development, practice management, business development, or field operations • Preferred: experience in a highly regulated environment • Preferred: exposure to change management, program implementation, process design, or operational transformation • Preferred: demonstrated ability to build trusted relationships and serve as a primary point of coordination

🏖️ 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