Job Information
Thrivent Financial Sr. Teaming and Succession Coordinator in Minnesota, United States
The Senior Teaming & Succession Program Coordinator at Thrivent entails providing comprehensive operational and organizational support for the Teaming & Succession group. This role involves assisting in various aspects of teaming and succession workflow processes, such as the teaming consultation pipeline, data analysis, and metrics management. This role also involves supporting the Directors of Teaming and Succession by sharing information with consultants and assisting them and their managers as an operational expert. This role includes managing, disseminating and updating content within our database and provides support and resources to help maturation of advisor practices for strategic growth.
DUTIES & RESPONSIBILITIES:
Provides comprehensive operational support for Teaming and Succession programs and initiatives.
In partnership with leaders will assist in the development, implementation, and monitoring of strategy and project milestones for Teaming & Succession.
Utilizes Salesforce, Microsoft Excel, SharePoint and Power BI to streamline workflows, enhance data analysis, and improve collaboration across teams.
Manages the documentation process for the teaming and succession pipeline.
Oversees pipeline activity and milestones for departmental colleagues and leaders.
Communicates technical content, metrics, and workflow processes to internal and external partners.
Leverages qualitative and quantitative analytics to inform program design, delivery, and system effectiveness for future enhancements.
Manages and optimizes content within the database and collaborates with the program manager, compliance and other teams to improve processes for Teaming and Succession.
Cultivates relationships with compliance, legal, and key stakeholders across Distribution to ensure alignment, enhanced collaboration, and decision-making support.
Organizes meeting logistics and program administration for the Teaming and Succession group.
Develops team collateral in collaboration with the Directors of Teaming and Succession.
Acts as a liaison to all third-party vendors.
Models Thrivent’s leadership competencies by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
Support and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.
This role focuses on collaboration within the Teaming and Succession, with a proactive approach to identifying areas for execution improvement and enhancing teaming successes through efficiency, alignment, and key performance indicator analysis. It involves building and nurturing relationships within the Teaming and Succession, particularly with advisor-facing consultants, and establishing crucial partnerships with Thrivent's analytics groups and staff in Thrivent Advisor Groups nationwide. This position will also interact with and/or influence key organizational stakeholders and third-party vendors to enhance collaboration, remove barriers, and improve decision-making processes.
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s degree in business or related areas, or equivalent acquired training and experience.
3+ years’ experience in the financial services industry supporting advisor programs.
3+ years’ experience in data analysis; including qualitative and quantitative analytics.
Strong organizational, administrative skills and ability to work independently.
Solid program portfolio and project management experience, including effective vendor management skills.
Excellent collaboration and relationship-building skills.
Strong execution and continuous improvement mindset.
Expertise in Microsoft Office and Salesforce
Preferred:
- Familiarity with foundational practice management topics such as client service models, adding staff or new financial professionals to a team or solo practice, and model office.
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 $27.98 - $37.85 per hour, 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.