Senior Investment Product Specialist

Thrivent-posted 3 days ago
Full-time • Mid Level
Hybrid • Minneapolis, MN
5,001-10,000 employees
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We exist to help people achieve financial clarity. 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 core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. Job Summary Performs research and assists with the development and implementation of asset management marketing analysis, strategies & plans for Thrivent’s investment products, with an emphasis on mutual funds, ETFs, SMAs, variable portfolios and discretionary managed account programs. Supports product team as it seeks to ensure that investment products are effectively positioned and promoted to financial representatives and institutional clients and prospects. Provides subject matter expertise on investment products and creates materials to help communicate the Thrivent Asset Management viewpoint on specific asset classes and the broader economic and financial market environment.

  • Provide subject matter expertise on product lines and industry specific tools and systems in order to assist the field, sales desk, wholesalers, and members of marketing and product management.
  • Connect Thrivent Asset Management opinions and strategies with field-oriented materials and resources.
  • Assist in the day-to-day management and support of Thrivent’s product lines.
  • This may include analyzing and monitoring investment options (including investment philosophy and process, style drift and performance); producing marketing, trade-related and performance materials; participating on quarterly teleconference updates or other field communications; answering internal and external questions; and maintaining required compliance documentation.
  • Serve as Product team data lead and collaborate with Investments, Accounting, Compliance, Marketing and Digital teams and various other internal and external partners as needed.
  • Perform quality control data checks and produce time-sensitive monthly, quarterly and ad-hoc reports used for marketing collateral and by senior leadership.
  • Assist with the development of sales ideas that motivate financial professionals to sell products irrespective of market or economic conditions and contribute to the effectiveness of Thrivent’s sales force by providing product support.
  • Perform investment product case analysis and model portfolio reviews in support of the Thrivent Asset Management business lines.
  • These efforts may range from high-level to intermediate case analysis to assistance with advanced product applications or portfolio construction.
  • Contribute to the achievement of sales objectives by providing marketing support to the wholesaling and sales desk areas.
  • This may be accomplished by researching, maintaining, and distributing current information on competitors’ products; developing product tips and ideas, and providing other information as needed.
  • Contribute to ongoing product strategy and product development initiatives and help maintain competitiveness in product offerings by collaborating with Product Management colleagues and cross-functional teams as appropriate.
  • Provide research and design assistance for new products and enhancements to existing products.
  • College degree plus 5-7 years of experience, or a graduate business degree plus 3-5 years of experience.
  • Ten-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience.
  • FINRA SIE, Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer.
  • Must have strong investment acumen including knowledge of modern portfolio theory statistics.
  • Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication skills, and the ability to influence others without direct control.
  • Progress towards an advanced industry designation such as CFA, ChFC, CFP, CIMA, or CLU is preferred.
  • Knowledge and experience using investment-related software tools such as Morningstar Direct, FactSet, Aladdin, ISS Market Intelligence Simfund Enterprise, Bloomberg, and/or Zephyr StyleADVISOR.
  • Strong Microsoft Excel and PowerPoint skills.
  • 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.
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