Director, Advice Engagement & Adoption, Advice and Planning Solutions

Thrivent; Minneapolis (MN); Remote; USD 158,000 - 215,000; Full time

Job summary

A leading financial services company seeks a Director of Advice Engagement & Adoption to enhance client experience and improve productivity through strategic advice delivery. This role involves leading a team, implementing advice-related programs, and collaborating across the organization for change management. The position is remote within the US, targeting candidates with extensive financial services experience and strong leadership capabilities.

Benefits

401k

Pension

20 days Paid Time Off

Flexible spending account

Medical, dental, and vision insurance

Paid parental leave

Employee Assistance Program (EAP)

Qualifications

• 10+ years of Financial Services experience required.
• Ability to attract, develop and lead a high performing team.
• Exceptional communication and influencing skills.

Responsibilities

• Lead the design of all Advice content to enhance client engagement.
• Own the implementation of the Dedicated Planning Program process.
• Develop change management strategies to assess organizational impacts.

Skills

Leadership

Communication

Change Management

Financial Services Expertise

Education

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

Tools

PROSCI Change Certification

Series 6, 63, 7 and/or 24

Job description

The Director, Advice Engagement & Adoption is responsible for enabling the delivery of Advice, for enhancing the client experience and improving productivity through capabilities specific to Advice. They will lead Engagement & Adoption, Dedicated Planning program, change management, and content teams within the Advice & Planning Solutions COE. In addition, this team will help integrate Advice knowledge across the organization to drive adoption of Advice.

As a critical thought leader and catalyst, the incumbent will collaborate with leaders across the Division guiding alignment of goals, execution, and integration of key initiatives to accelerate our growth and leverage visualization to drive insights and action.

The Director, Advice Engagement & Adoption owns the implementation and adoption of all Advice-related and Dedicated Planning (fee-based planning) content and processes used across Thrivent. The Director will need to have close collaboration and coordination with executive leaders, Director-level peers and legal & compliance to ensure content aligns with our organizational and compliance requirement and consistent content is used across channels.

The Director, Advice Engagement & Adoption will lead implementation & adoption of the Dedicated Planning Program process and performance including marketing the program to financial advisors, increasing the number of advisors and frequency of use of the program to provide financial planning to clients driving revenue.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES:

• Lead the design of all Advice content to drive a consistent client and advisor experience across Thrivent. Build strategic and collaborative relationships with all Thrivent COE leaders to deliver on corporate goals for client engagement and growth, as well as be a leader in financial advisory.

• Lead a team of 6-8 employees to create a holistic perspective on how to bring Advice to clients at Thrivent, interfacing with advisors, field leaders, and distribution peers as a thought leader to develop new relevant and impactful content and build on existing knowledge.

• Lead the continued development of the ‘Advice Playbook’ (knowledge base / repository of content) which will bring our Advice strategy to life throughout the enterprise, which necessitates highly collaborative relationships with both organizational leaders and financial advisors.

• Create a process to regularly update the playbook to reflect current trends, adding additional content to address key issues (e.g., service levels) and feedback coming from financial advisors and corporate partners.

• Own the primary relationship between Advice strategy, content development, delivery, program, legal and other related teams, keeping all parties aligned on a uniform Advice methodology .

• Develop and implement change management strategies and plan including assessing the impact to the organization and identifying potential risks and opportunities.

• Ensures successful implementation of organizational change management, using Thrivent’s methodology and tools to develop a robust change communication strategy. Communicates data and metrics to assess the readiness and impacts of change to the organization.

• Proactively anticipate and resolve Advice content roadblocks, building consensus across disparate functional areas to support departmental goals/objectives.

• Acts as a change champion and culture steward in support of transformation efforts to drive faster adoption, higher utilization of and, proficiency with the changes impacting employees across the Distribution Division.

• Partners with key audiences and stakeholders, in a matrixed organization, to influence and execute the Distribution Division key initiatives and strategic priorities framework.

• Work closely with Legal and Compliance to ensure Advice content meets compliance requirements at all times .

• Track progress/milestones, making sure all advice content provides a comprehensive perspective on Thrivent’s Advice methodology and reflects the latest strategy on Advice.

• Work alongside Marketing, Insights, Brand, and Program teams to co-create engaging and consistent Advice related communications for internal and external stakeholders.

• Determine and drive team toward deadlines for introducing/updating all Advice content, balancing competing demands from various internal teams and other COEs.

• Recruit, develop, and sustain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.

• Establish and lead a culture of innovation and continuous improvement to drive efficiency and effectiveness in support of a best-in-class customer experience.

• Serve as a coach and mentor to content team, incorporating best practices and the use of formal career development plans.

• Demonstrate a high-level of collaboration with key stakeholders across Thrivent.

• Model Thrivent’s leadership competencies.

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

QUALIFICATIONS & SKILLS:

Required:

• Bachelor’s degree in Communications , Business, Economics, or similar field.

• 10+ years of Financial Services experience .

• Demonstrated Expertise in Advice knowledge and principles.

• Experienced People Leader: Proven ability to attract, develop and lead a high performing and engaged team.

• Ability to attract, develop and lead a high performing team through change – while fostering a culture of shared accountability.

• Experience in understanding and managing the impact of change on individuals and organizations during implementation.

• Experience navigating complex and matrixed organizations to achieve desired results.

• Exceptional communication and influencing skills. Ability to build trusted relationships with senior business leaders.

• Experience in managing and motivating teams through business transformation

• Proven success directing and motivating team members, organizing project activities, and scheduling and monitoring assignments.

• Demonstratable experience in communications planning and organization.

• Ability to thrive under pressure while multitasking, adhering to sometimes tight deadlines while maintaining collaborative relationships with colleagues.

• Excellent human relations skills, tact, good listening and consulting skills, and exceptional customer service mindset.

• Ability to manage ambiguity, work autonomously and multi-task with an agile mindset.

• Subject matter expertise in financial planning and the advisory working model.

• Passionate about the value of providing advice to clients, with an in-depth knowledge of insurance products, asset/wealth management, fee-based planning, mutual funds and securities.

Preferred:

• MBA, Master’s degree in related work and or CFP.

• PROSCI Change Certification.

• Series 6, 63, 7 and/or 24.

• Experience collaborating with partners to create advice and planning content and collateral to enhance the client and advisor experience.

Pay TransparencyThrivent’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 $158,271.00 - $214,132.00 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 call 800-847-4836 and request Human Resources.