The Program Manager works to help build and execute strategic revenue growth and practice growth initiatives designed to drive sales, increase appointment activity, grow referrals, and increase capacity and productivity within a financial advisor’s practice through a balanced, client centric, advice driven approach.
The role is expected to apply strategic thinking, attention to detail, and a deep understanding of our financial advisor and business needs to deliver program outcomes that achieve the organization’s goals for growth and productivity. This position requires leadership and collaboration skills with key stakeholders of all levels across the organization.
This can be a remote position within the US.
DUTIES & RESPONSIBILITIES:
This is not intended to be an all-inclusive list of essential job functions, but rather a general overview of the principal responsibilities.
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Build and manage key programs through coordination, communication, change management, content management, stakeholder relationship management, and analytics tracking. Programs may include and is not limited to:
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Advisor/Team Business Planning
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Advisor Restoration
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Advisor Productivity Workshop Program
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NFA to Experienced Advisor Transition Experience
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Manage the production process of training content through scheduling, communication support, PowerPoint deck creation, compliance approval, Zoom production, and analytics tracking.
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Deeply understand organization’s systems, people, and processes to ensure collaboration across internal teams.
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Advocate for our advisors by understanding pain points to drive process improvement as well as seeking constant financial advisor feedback to drive opportunities for growth.
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Utilize qualitative and quantitative analytics to guide program design, delivery, system effectiveness, and future enhancements.
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Foster robust two-way partnerships with Thrivent Advisor Groups and various corporate areas, encompassing functions such as Wholesaling/Sales Support, National Practice Group, Advisor and Leadership Development, Marketing, Compliance, IT/Systems, and more.
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Exemplifies the organizations leadership competencies by showcasing resilience, collaborative teamwork, and a commitment to personal and collective accountability.
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Build and maintain crucial partnerships within Thrivent Corporate: IT/systems, Marketing, Wholesaling/Sales Support, Capacity, Succession, Teaming, & JFW, and Advice COEs.
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This position will regularly communicate and need to influence field leaders, advisors, teams, and staff to ensure that we are building resources to meet their needs.
QUALIFICATIONS & SKILLS:
Required:
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Bachelor’s degree in business or related areas, or equivalency in related acquired training and experience.
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5-7+ years’ experience in the financial services industry leading and executing projects and/or financial advisor programs
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Possess deep knowledge and strong influence in working with financial advisors and their practices. Understands financial advisor culture and what motivates them.
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Strong collaboration skills to build and leverage relationships that leads towards driving results.
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Ability to influence without direct authority up/down and across the organization.
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Strong business acumen, project management, and communication experience
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Deep understanding of Microsoft 365 tools, especially Excel, PowerPoint and SharePoint
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Effective communication/interpersonal skills with emphasis on customer service, conflict management, and teamwork.
Preferred:
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Ability to understand and utilize financial advisor and practice management technology (i.e., Salesforce, Power BI analytics).
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $79,938.00 - $108,152.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: 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, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.
Top Skills
What We Do
At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
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