Advice Intergration Consultant

Thrivent•Remote-Minnesota, MN

3d•$120,467 - $162,984•Remote

About The Position

Thrivent’s future of financial Advice is a multi-year journey focused on delivering value to members through field Advisors. The Advice Integration Consultant is the primary subject matter expert on Purpose-based Advice and works across distribution and the enterprise to drive alignment, integration, and adoption. The consultant works with field-facing teams and with the groups that design and deliver training and support, ensuring that key connection points to Thrivent’s Financial Planning framework and process are understood and incorporated. The role partners across the enterprise to ensure relevant, impactful content is consistently communicated throughout the Advice experience. It collaborates with Capacity Growth & Development on advisor and leader development deliverables, and with Advice and Client Experience Leaders and the Content Development team to promote best practices, develop and update content, and support enterprise rollouts. The consultant also gathers feedback from Practice Growth Directors and Revenue Growth Directors and shares it with Advice COE leadership to inform program decisions and the ongoing evolution of strategy, training, and support. This can be a remote position within the United States.

Requirements

Bachelor’s degree in Business, Economics, or a similar field.
5–7+ years of financial services experience.
2+ years of operational experience and analysis of industry and/or business data.
Strategic leadership skills, with strong influence and collaboration skills and the ability to work across corporate and field environments to influence and impact results.
Deep knowledge and strong influencing ability with experienced financial advisors and practices.
Passion for providing client advice and in-depth knowledge of advice, insurance products, asset and wealth management, fee-based planning, mutual funds, and securities.
Ability to synthesize multiple, sometimes conflicting, stakeholder opinions into a common point of view.
Credibility as an expert in driving Advice adoption in a field organization.
Results-oriented approach, including coaching leaders to success and driving toward goals.
People-oriented approach and comfort leading, coaching, and partnering in large groups, small groups, and one-on-one settings.
Adaptability, flexibility, and agility.
Demonstrable experience in communications planning and organization.
Deep subject matter expertise in financial planning and the advisory working model.
Appropriate FINRA and insurance licensing: Series 7, 65/66, and LH.

Nice To Haves

CFP and other designations.

Responsibilities

Maintain subject matter expertise by understanding current and evolving market trends, the competitive landscape, and client experience expectations.
Upskill stakeholders across the Advice and Distribution Solutions team and the enterprise, and maintain their knowledge of the Advice framework and process.
Engage field advisory teams and field leaders to gather feedback and provide it to the Advice COE.
Model a learning mindset, deliver outcomes, and plan for continuous iteration of Advice content.
Ensure key internal partners are aligned to Advice and embedded in the work, identifying opportunities to improve alignment.
Support upskilling, coaching, and training for field leaders and the business execution team on coaching to the Advice process and financial planning strategies.
Execute an Advice adoption plan to align all parts of the organization.
Partner with the Instructional Design team to create and support learning experiences for all audiences and deliver key learning objectives for the Advice process.
Coordinate with the Content team and Advisor & Leader Capacity & Development COE to provide relevant and engaging content for each touchpoint and adoption activity.
Gather and synthesize feedback from internal partners and communicate actionable recommendations to Advice COE leadership.
Support delivery of Advice and financial planning strategy training as a subject matter expert for field leaders.
Communicate regularly with Thrivent individual contributors, the Distribution organization, external vendors, contractors or consultants, Thrivent managers and directors, and executive management.
Develop communication strategies; use persuasion to resolve conflicts, inspire action, and manage divergent audience perspectives.