Wealth Management Consultant

Thrivent

3d•Remote

About The Position

This role is responsible for providing strategic, cross-enterprise leadership to drive Thrivent’s Investment Deposits and Net Flows business in Managed Accounts, Brokerage, and Thrivent Mutual Funds. This position is responsible for designing and executing sales and asset gathering strategies through an advice-oriented, client service model and financial planning lens. Role will collaborate with key internal partners in delivering impactful content and initiatives that drive advisor performance, productivity and positive client outcomes. Key responsibilities include developing and coaching Revenue Growth Directors on wealth management strategies, leading asset management marketing and activity campaigns, and supporting Thrivent Advisors’ go-to-market efforts. The role also involves designing and delivering content and training across multiple forums, consulting with top advisors on best practices, and spearheading asset gathering strategies to grow assets under advisement. As a subject matter expert, the position contributes to digital tool adoption, retirement income planning, tax-efficient asset management, and product launches. It also supports institutional asset management opportunities and plays a critical role in shaping Thrivent’s Financial Planning Platform and Advice Process on the wealth management front.

Requirements

Four-year college degree strongly preferred.
Minimum 5 years coaching or interacting with financial advisors and teams
Understanding and experience working with managed accounts, mutual funds, exchange-traded funds (ETFs), individual securities, asset allocation strategies, turnkey asset management programs, unified managed account (UMA) and separately-managed account (SMA) platforms
Deep knowledge of the economy, markets and asset classes, advice delivery tools experience familiarity--Morningstar and Money Guide Pro
Outstanding communication skills—oral and written. Ability to turn technical data or commentary or jargon into understandable and actionable
Strong advisor-as-customer orientation.
FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

Responsibilities

Provide cross-enterprise leadership for addressing and meeting Thrivent’s Weighted Investment Deposit (Managed Accounts, Brokerage, Thrivent Mutual Funds) annual sales plan by designing strategies and tactics to drive sales collaborating with key partners: Thrivent Asset Management and Thrivent Mutual Funds, Brokerage and Wholesaling, Advice.
Build content and coach/collaborate with Revenue Growth Directors on wealth management-related initiatives and strategies.
Provide leadership and expertise on asset management related marketing campaigns and Thrivent Advisors’ overall Go-to-Market strategy, i.e. rollover campaigns, economic and market opportunities and threats, interest rate plays, asset class opportunities, IRA catch ups, etc.
Design and deliver wealth management-related training and advisor appointment prep sessions through a variety of channels and forums: national and regional calls, in-person regional Impact Days meetings, the annual Business Development Conference, and other advisor-facing opportunities.
Collaboration with Field Leadership, our Centers of Excellence, Thrivent Asset Management (proprietary Investment and MF division) and key Corporate partners.
Consulting with, and supporting Thrivent’s top investment advisors and asset/wealth management practices.
Design and execution key asset gathering strategies, tactics and best practices to drive our Advisors’ assets under advisement/management.
Support Advisor Productivity VP in quarterly business review content and preparation as well as other wealth management initiatives.
Provide subject matter expertise on digital tools and capabilities, retirement income planning and strategies, tax-efficient asset management and asset allocation and location planning.
Assist with product/solution/wealth management launches to Field.
Assist with Institutional asset management and planning opportunities.
Contribute to, and lead with Thrivent’s Financial Planning Platform and Advice Process and Planning Points-of-View