Experienced Advisor Onboarding & Transition Specialist

Thrivent•Minneapolis, MN

4d•$94,175 - $127,413•Remote

About The Position

The Experienced Advisor Onboarding & Transition Specialist executes a consistent, high-touch, and compliant transition experience for experienced financial advisors, teams, and employees joining or leaving Thrivent Advisor Network (TAN). The role coordinates transition, onboarding, and offboarding activities; manages detailed plans; tracks milestones and dependencies; and serves as a central point of coordination across the core business, compliance, licensing and registration, operations, technology, TAN leadership, HR, and other internal and external partners. The Specialist supports advisor and employee readiness, practice integration, system and platform accuracy, and successful completion of transition activities through project management, communication, and cross-functional coordination. This position can be performed remotely within the United States. The listed annual salary range for this full-time role is $94,175 to $127,413, with actual pay determined by factors including location, experience, skills, knowledge, business needs, and market demand. Thrivent may offer various bonuses and incentives; medical, dental, and vision insurance; health savings and flexible spending accounts; a 401(k); pension; life and accidental death and dismemberment insurance; disability and 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; an employee assistance program; well-being benefits; and other benefits. Eligibility is subject to applicable plan and policy documents, which may change.

Requirements

Bachelor’s degree in business, human resources, finance, communications, organizational leadership, or a related field, and at least 3 years of experience in transition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions; an equivalent combination of education and relevant experience is acceptable.
Experience managing complex, multi-step processes involving multiple stakeholders, dependencies, deadlines, and competing priorities.
Experience coordinating cross-functional work and influencing outcomes without direct authority.
Experience delivering strong client, advisor, employee, or customer experiences.
Strong project management and organizational skills, including the ability to manage multiple onboarding, offboarding, or transition processes simultaneously.
Ability to create and maintain detailed project plans, track milestones, manage dependencies, and proactively address risks.
Excellent verbal and written communication skills and 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 diverse stakeholder groups and foster collaboration, shared ownership, and accountability.
Strong attention to detail and ability to follow policies, procedures, compliance requirements, and operational standards.
Analytical mindset and ability to identify trends, recommend improvements, and use data and feedback to inform decisions.
Proficiency with Microsoft Office tools, including Excel, PowerPoint, and Teams, and project management or workflow tools.
Ability to maintain confidentiality and handle sensitive advisor, candidate, employee, and business information professionally.

Nice To Haves

Financial services, insurance, wealth management, licensing and registration, advisor recruiting, transition, or practice management experience.
Experience supporting organizational growth initiatives, process improvement, workflow optimization, or business transformation initiatives.
Knowledge of advisor transitions, onboarding and offboarding, 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 compliance, supervision, and operational adherence.
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.

Responsibilities

Execute a scalable transition framework for individuals joining existing teams, experienced teams, and TAN employees, supporting onboarding, offboarding, and transition completion.
Develop and maintain transition plans tailored to each advisor or team, including milestones, dependencies, deliverables, risks, and stakeholder accountabilities.
Coordinate and facilitate kickoff meetings to align expectations, confirm timing, clarify roles, and establish accountability among internal and external partners.
Serve as a central operational liaison among advisors, employees, teams, compliance, licensing and registration, operations, technology, HR, field leadership, and external firms.
Track transition milestones, identify risks or delays, escalate issues as appropriate, and support timely resolution.
Maintain documentation, status updates, reporting, and system information for advisor transitions, employee onboarding and offboarding, role changes, and team transitions.
Coordinate and validate system and platform updates to keep employee and team information accurate and current.
Gather feedback from advisors, employees, teams, and stakeholders and share insights with leadership to inform process improvements.
Support complex transition cases and special projects; enhance transition tools, resources, and workflows; and independently coordinate assigned initiatives from planning through completion.
Provide responsive, high-quality communication and support throughout advisor, employee, and team transition, onboarding, and offboarding processes.
Help employees, new advisor additions, and transitioning teams understand transition steps, required actions, timing, and available resources.
Identify opportunities to improve transition and onboarding or offboarding experiences, reduce friction, and strengthen advisor satisfaction and retention.
Partner with TAN leadership, relationship management, and support teams to help ensure a smooth handoff after key transition milestones.
Coordinate with compliance, operations, licensing and registration, technology, TAN leadership, and firms to complete deliverables such as technology setup, registration, book transfer support, training, and advisor readiness activities.
Communicate transition status, risks, decisions, and next steps to appropriate stakeholders and leaders.
Connect stakeholders to appropriate transition stages to ensure alignment, timely execution, and clear ownership.
Contribute to continuous improvement efforts that streamline workflows, clarify roles, and enhance advisor and stakeholder experiences.
Model Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—through collaboration, accountability, sound judgment, and results orientation.