Advice Integration Consultant

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Act as the primary expert on Purpose-based Advice.

• Foster alignment, integration, and adoption of advice throughout distribution and the organization.

• Collaborate with field-facing roles and training/support teams regarding connections to Thrivent’s Financial Planning framework and process.

• Work alongside Capacity Growth & Development on deliverables for advisor and leader development.

• Ensure that training design and delivery reflect the latest advice content and desired experiences.

• Collaborate with Advice and Client Experience Leaders and the Content Development team to promote best practices in advice and to create and update advice content.

• Assist with enterprise-wide rollouts and launches of advice updates.

• Serve as a sounding board for Practice Growth Directors and Revenue Growth Directors.

• Collect feedback and communicate with Advice COE leadership to shape program decisions.

• Maintain expertise on market trends, competitive landscapes, and client experience expectations.

• Enhance and keep knowledge of the advice framework and process across stakeholders.

• Engage field advisory teams and leaders to gather input and relay it to the Advice COE.

• Plan for ongoing iteration of advice content.

• Align internal partners and identify opportunities to enhance collaboration.

• Support the upskilling, coaching, and training of field leaders and business execution teams.

• Implement an advice adoption strategy throughout the organization.

• Collaborate with Instructional Design to create and support effective learning experiences.

• Coordinate with Content and Advisor & Leader Capacity & Development teams on relevant materials for touchpoints and adoption initiatives.

• Transform stakeholder feedback into actionable recommendations.

• Provide training on advice and financial planning strategy as a subject matter expert.

• Maintain regular communication 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 differing perspectives.

⛳️ Requirements

• Bachelor’s degree in Business, Economics, or a related field.

• 5-7+ years of experience in Financial Services.

• 2+ years of operational experience and analysis of industry and/or business data.

• Strong strategic leadership skills with the ability to influence and collaborate effectively.

• Capability to work across corporate and field environments to influence and achieve results.

• Extensive knowledge and ability to influence experienced financial advisors and practices.

• Comprehensive understanding of advice, insurance products, asset/wealth management, fee-based planning, mutual funds, and securities.

• Skill in synthesizing multiple and occasionally conflicting stakeholder opinions into a unified perspective.

• Experience in driving advice adoption within a field organization.

• Ability to coach leaders towards success and achieve goals.

• Comfortable leading, coaching, and collaborating in both large and small groups, as well as in one-on-one settings.

• Adaptable and flexible in approach.

• Proven experience in communication planning and organization.

• Deep subject matter expertise in financial planning and the advisory working model.

• Required FINRA and Insurance Licensing: Series 7, 65/66, LH.

• CFP and other relevant designations preferred.

🏝️ Benefits

• Various bonuses, including annual or long-term incentives.

• Medical, dental, and vision insurance.

• Health savings account.

• Flexible spending account.

• 401(k) plan.

• 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.