Mgr., Financial Plan Operations
Thrivent Financial
Lead and manage diverse technical or professional teams to peak effectiveness and efficiency in order to deliver maximum results. Provide leadership and manage corporate, divisional, or departmental projects and solutions. Includes people, process, budget, deliverables and strategic direction.
Job Duties and Responsibilities
+ Build and maintain a high-performing team; select, develop, coach, reward and recognize team members.
+ Manage a diverse team of technical or professional staff within operations (e.g. BA, BSA, BPA, underwriting, training, etc.) including recruitment, selection, performance management, development and rewards.
+ Manage work distribution, resource management and staffing levels within workgroup.
+ Monitor progress toward goals, analyze variances and take corrective action as necessary.
+ Develop team goals, priorities and metrics.
+ Provide staff with on-going coaching and performance feedback.
+ Coordinate the assessment and facilitation of ongoing training.
+ Partner with legal and compliance to conduct operations in compliance with pertinent laws and regulations.
+ Assist and help to resource corporate, divisional or department projects or operational improvements that deliver improved performance of the operational unit. Monitor industry and business trends to determine areas of opportunity with a view to improved productivity and/or customer experience. Lead and/or participate in the execution of such improvements.
+ Implement and manage corporate, divisional or department projects and product solution(s) within business area.
+ Provide overall business leadership to maintain and improve the integrity and quality of systems, data, and processes in support of enterprise needs. Provide leadership to identification, definition, and implementation of system changes and enhancements. Manage and approve appropriate security access.
+ Serve as liaison between business units, IT, and projects in the prioritization of work and resourcing needs to provide coordinated and timely service to business partners and users.
+ Administration, oversight, and supervision of fee-based plans
Required Job Qualifications
+ College degree or equivalent
+ 2 years people leadership experience
+ Knowledge of financial products preferred
+ Professional credentials preferred (e.g. FLMA, ALHC, CLU)
+ Strong communication/interpersonal skills with emphasis on customer service, conflict management, teamwork and coaching skills
+ Knowledge of TF products
+ Systems and project leadership experience desired
+ Experience with significantly improving processes and leading change
+ Demonstrated ability to maintain an external perspective of emerging management and operations trends
+ Experience leading teams through change
+ FINRA Series 7 and 63/65 or 66 required or obtained within 90 days of hire/transfer
+ Experience with fee-based portfolio administrative systems and tools in an operational environment; preference for working knowledge of Advice Pay
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 $102,023.00 - $138,032.00 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
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