Advisor Transitions Consultant

Thrivent; Deutschland; Remote; USD 130.000 - 177.000; Vollzeit

Zusammenfassung

A financial services company in Germany seeks an Advisor Transitions Consultant to oversee the recruitment and onboarding of experienced financial advisors. This role involves developing strategies for advisor transitions and ensuring a seamless integration. The ideal candidate will have significant experience in the industry and a strong background in managing teams and compliance. Exceptional leadership and interpersonal skills are essential for fostering relationships across various stakeholders. A competitive salary and robust benefits package are offered.

Leistungen

Medical, dental, and vision insurance

401k and pension

20 days of Paid Time Off per year

Volunteer Time Off

Paid parental leave

Qualifikationen

• 7+ years of experience in the financial services industry.
• Proven experience leading advisor transitions or onboarding functions.
• Strong understanding of advisor business models and firm structures.

Aufgaben

• Develop a comprehensive advisor recruiting and acquisition strategy.
• Design and implement a scalable transition framework.
• Advise on the recruiting and onboarding process across key stakeholders.

Kenntnisse

Leadership

Communication

Interpersonal skills

Analytical skills

Negotiation

Ausbildung

Bachelor's degree in business, finance, or human resources

Tools

Applicant tracking systems

Jobbeschreibung

The Advisor Transitions Consultant will lead a centralized function responsible for equipping our teams to attract, onboard, and retain experienced financial advisor practices. This individual will oversee the end-to-end advisor transition experience, ensuring seamless integration and long-term success for both the advisor and our organization. They are responsible for developing a strategic recruitment plan to attract, assess, hire and onboard top-tier experienced financial advisors. This role requires a deep understanding of the financial services industry, a proven track record in talent acquisition, and a passion for building high-performing teams. In addition, this role should be comfortable working in a matrix environment, influencing without authority and creating cross functional partnerships. The ideal candidate will possess exceptional leadership, business development, communication, and interpersonal skills. This role must serve as the business leader to build future capabilities to attract and retain aligned practices to join the Thrivent Ecosystem.

DUTIES & RESPONSIBILITIES:

• Develop a comprehensive advisor recruiting and acquisition strategy aligned with the company's overall business objectives.

• Design and implement a scalable, repeatable transition framework that supports the successful onboarding and integration of experienced advisor teams and practices.

• Requires deep knowledge of the financial services industry and a strong understanding of multiple affiliation models, including 1099, W-2, and RIA structures.

• Manage a high-performing team with plans for future growth, collaborating cross-functionally with stakeholders across recruiting, compliance, operations, and advisor support.

• Advise on the recruiting and onboarding process across key stakeholders to ensure an integrated approach and positive candidate experience.

• Serve as the primary escalation point for complex transition issues and ensure a smooth, high-touch advisor journey from pre-onboarding through post-integration.

• Work across distribution leaders to understand business needs and gaps to build resources, material and content useful in understanding competitive insights to inform the process and strategy.

• Support the continued advancement of the wealth management strategy by establishing resources, data and reporting to inform direction.

• Identify and prioritize target advisor segments and develop tailored recruitment plans for each.

• Use advisor feedback, data, and industry trends to continuously refine transition processes, increase efficiency, and enhance advisor satisfaction and retention.

• Ensure transition processes are compliant with regulatory requirements, internal policies, and risk management protocols.

• Create and maintain a strong employer brand to position the company as an employer of choice within the financial services industry.

• Develop and maintain relationships with industry associations, professional networks, and other key external partners to generate a robust pipeline of qualified candidates.

• Collaborate with field leaders to define role requirements, develop candidate profiles, and ensure a smooth onboarding process.

• Attend industry conference to gain insights on best practices and build relationships with external partners.

• Collaborate with corporate stakeholders to structure acquisition deals, including valuation, compensation, and transition planning.

• Analyze recruiting and acquisition metrics and performance data to measure performance and identify areas for improvement.

• Stay current on industry trends, best practices, and emerging talent acquisition technologies.

• Work towards building a team of resources that can onboard and support experienced talent to teams.

• Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.

• Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.

• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.

Describe below the audience this role will interact with and level of influence they will have on those roles.

This role will work with identified Experienced Advisors candidates (external) that will be hired into the organization and coordinate across the organization to ensure they are the right person, the valuation of their business meets our needs, coordinate the successful launch into our organization and successful “book transfer”. They will work across teams in Ecosystem Leadership, Compliance, Supervision, Legal agreement review, G&G for brand guidelines, DAX, BDIA teams, Business Development & Sales Support, and Public Relations to ensure there’s successful transition of the experienced Advisor and their book to Thrivent.

QUALIFICATIONS & SKILLS:

Required:

• Bachelor's degree in business, finance, human resources, or a related field.

• 7+ years of experience in the financial services industry, with a strong understanding of advisor business models and firm structures (1099, W-2, RIA).

• Proven experience leading advisor transitions or onboarding functions within a broker-dealer, RIA, or hybrid firm.

• Proven track record of building and leading high-performing recruiting teams.

• Strong understanding of the financial services industry, including regulatory requirements and compliance standards.

• Excellent communication, interpersonal, and negotiation skills.

• Ability to build strong relationships with candidates, advisors, and internal stakeholders.

• Strong analytical skills and proficiency in using applicant tracking systems and other recruiting tools.

• Demonstrated ability to achieve recruiting goals and metrics.

Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $130,210.00 - $176,167.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: 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. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

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 [e-mail] or call800-847-4836and request Human Resources.