Experienced Advisor Transition Specialist

Cross-Functional Collaboration

Required

Experience

Knowledge & Skills

• Strong project management and organizational skills, with the ability to manage multiple advisor transitions simultaneously.
• Ability to create and maintain detailed project plans, track milestones, manage dependencies, and proactively address risks.
• Excellent verbal and written communication skills, with the ability to engage advisors, leaders, and business partners clearly and professionally.
• Strong relationship management and service orientation, with a commitment to delivering a high-touch experience.
• Ability to navigate ambiguity, solve problems, exercise sound judgment, and make timely decisions in a fast-paced environment.
• Ability to coordinate across diverse stakeholder groups and foster collaboration, shared ownership, and accountability.
• Strong attention to detail and ability to follow established policies, procedures, compliance requirements, and operational standards.
• Analytical mindset with the 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 with professionalism.
• Preferred:
• Knowledge of advisor transition, advisor transitions, registrations, licensing, broker-dealer operations, RIA or hybrid affiliation models, or wealth management practices.
• Familiarity with financial advisor recruiting, advisor development, practice management, business development, or field operations.
• Experience working in a highly regulated environment requiring adherence to compliance, supervision, and operational requirements.
• Exposure to change management, program implementation, process design, or operational transformation.
• Demonstrated ability to build trusted relationships and serve as a primary point of coordination for advisors, clients, leaders, or business partners.
• 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.