Advice Intergration Consultant

Thrivent Financial for Lutherans; United States; Remoto; USD 90.000 - 150.000; Tempo pieno

Descrizione del lavoro

Thrivent Financial for Lutherans is seeking an Advice Integration Consultant to align distribution and enterprise teams around Purpose-based Advice. You will collaborate with field leaders and the Advice COE to ensure adoption of updated content and processes across Thrivent's planning framework.

This remote US role emphasizes stakeholder engagement, training delivery, and driving high-quality financial guidance for members.

Competenze

• Bachelor's degree required in business, economics, or related field.
• 5-7+ years of financial services experience.
• 2+ years of operational analysis and data skills.
• Proven ability to influence across corporate and field teams.
• Deep subject matter expertise in financial planning and advisory models.

Mansioni

• Maintains SME knowledge of market trends, client experience expectations.
• Upskills teams on the advice framework and processes enterprise-wide.
• Gathers feedback from field advisory teams and relays to Advice COE.
• Delivers learning outcomes by iterating advice content.
• Coordinates with partners to align to advice across the organization.
• Supports training delivery for field leaders on financial planning strategies.

Conoscenze

Strategic leadership

Cross-functional influence

Communication planning

People oriented

Adaptability

Presentation & training

Stakeholder collaboration

Formazione

Bachelor's degree in Business, Economics, or similar field

Descrizione del lavoro

The future of financial Advice at Thrivent is a multi-year journey, and the number one priority in shaping how the company delivers value to its members through Advisors in the field.

The Advice Integration Consultant is the primary subject matter expert on Purpose-based Advice - and engages across distribution and the enterprise to drive overall alignment, integration and adoption. This role will work directly with key field facing roles as well as those designing and delivering training and support to consult on key connection points to Thrivent's Financial Planning framework and process.

The Advice Integration Consultant will partner enterprise-wide to drive advice adoption and integration by ensuring relevant and impactful content is consistently communicated across the experience. This role will partner with Capacity Growth & Development on advisor and leader development deliverables, specifically ensuring the design and delivery of training is updated with the latest content and connects to the desired experience. This role will partner closely with the Advice and Client Experience Leaders and Content Development team to promote Advice best practices and provide thought partnership in developing and updating Advice content, while assisting in the rollout and launch of updates across the enterprise. This role will also act as sounding board for the Practice Growth Directors and Revenue Growth Directors by collecting feedback and communicating with Advice COE leadership to drive program decisions and ensure we are delivering effective and high-quality financial Advice and supporting the evolution of strategy, training and support.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES:

• Maintaining subject matter expertise through understanding current and evolving market trends, competitive landscape, and client experience expectations
• Upskilling and maintaining knowledge of the advice framework and process across the Advice and Distribution Solutions team and other stakeholders across the Enterprise
• Engage with the field advisory teams and field leaders to gather feedback and provide back to the Advice COE
• Deliver outcomes by modeling a learning mindset, and planning for continuous iteration of advice content
• Ensure all key internal partners are aligned to advice and embedded in all the work that we do, including identifying areas to drive alignment
• Support upskilling, coaching, and training our field leaders and business execution team on how to coach to the advice process and financial planning strategies in order to better enable partner teams to drive an aligned message
• Execute an adoption advice plan to ensure all parts of the organization is aligned to advice
• Partner with the Instructional Design team to create and support the learning experience for all audiences and ensure delivery of key learning objectives critical to the advice process
• Coordinate with Content team and the Advisor & Leader Capacity & Development COE to bring the most relevant and engaging content for each touchpoint/adoption activity
• Gather and synthesize feedback from key internal partners and communicate actionable recommendations to Advice COE leadership
• Support training delivery of Advice and financial planning strategies related training deliver as a subject matter expert for field leaders
• Regular communication with; individual contributors within Thrivent, Distribution organization, External vendors, contractors and/or consultants, Managers and/or Directors within Thrivent, and Thrivent Executive Management.
• Develop communication strategies and have significant persuasion skills; resolve conflicts, inspire action, and manage divergent audience perspectives.

QUALIFICATIONS & SKILLS:

Required:

• Bachelor's degree in Business, Economics, or 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 along with strong influence and collaboration; able to work across both corporate environment and field to influence and impact results.
• Deeply knowledgeable and strong influencer with experienced FAs and practices.
• Passionate about providing advice to clients and possesses in-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds and securities.
• Ability to pull together multiple, and sometime conflicting, stakeholder opinions into a common point of view
• Credible: seen as an expert in what it takes to drive advice adoption into the field organization
• Results Oriented: coaches leaders to success and drives toward goals
• People Oriented: comfortable leading, coaching and partnering with others, whether in large groups, small groups, or one-on-one settings.
• Adaptable: flexible, agile, and amenable
• Demonstratable experience in communications planning and organization
• Deep subject matter expertise in financial planning and the advisory working model
• Appropriat