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An established industry player is seeking an Engagement Specialist to join their dynamic team. This role is pivotal in executing impactful events and communication strategies that resonate with members. You'll leverage data analytics to inform future engagement plans and work closely with various stakeholders to enhance client experiences. The ideal candidate will possess strong project management skills and a passion for fostering community connections. This position offers a competitive salary and comprehensive benefits, making it an exciting opportunity for those looking to make a meaningful impact in the financial services sector.
This Engagement Specialist (ES) role focuses on the following areas of accountabilities to support the work of the Engagement Team:
- Event Execution: implements the activity plans of the Thrivent Member Network (TMN) and Engagement Team.
- Communication Plan: implements the internal and external communication plan of the TMN they support in alignment with Thrivent brand and enterprise communication strategies and plans.
- Data and Analytics: leverages outcomes and participant experience data from the Membership programs and engagement activities implemented to inform future plans and to provide relevant outcomes reporting for their respective Engagement Team, Advisor Group leaders and TMN Board.
- Secretary to TMN Board: serves as Secretary to the Thrivent Member Network board(s) in the Advisor Group they serve.
DUTIES & RESPONSIBILITIES:
By delivering in these primary areas, the Engagement Specialist aligns the work of the TMN and Engagement Team to deliver on three strategic outcomes of Drive Impact, Deliver Value to Clients and Grow Sales:
1. TMN and Engagement Event Execution
Create, plan, execute and manage a cadence of events within the TMN based on membership data, expressed needs and passions of members and aligned to the growth strategy of the Advisor Group.
Coordinate all event logistics, including venue, catering, and contracts. Develop work plans and action items according to project goals, including post event follow up.
Support execution of virtual, hybrid and in-person engagement activities including workshops, events and webinars. When appropriate, be present at planned events.
2. Engagement Communication Plan
Collaborate with stakeholders and teams within Membership and Thrivent enterprise to bring relevant communication to clients and prospective clients.
Develop and execute a strategic internal and external communication plan to support the engagement activities of the Thrivent Member Networks served.
With local and enterprise leadership, manage all aspects of TMN projects, events and partnerships with identified Christian organizations, non-profits and churches as assigned.
3. Data and Analytics
Develop expert knowledge of Thrivent programs and resources, and the demographics of the region and markets the position serves.
Complete all required activity reporting and analysis for engagement activities and provide reports to leadership, team members and TMN boards to share the impact of the engagement activities of the region and to inform future strategies and tactics.
4. Secretary to the TMN Board
Makes logistics plans for quarterly TMN board meetings and communicates with TMN board members about the quarterly TMN board meetings
Arranges hotel lodging, meals, speakers, etc for quarterly TMN board meetings.
Site visits to board meeting locations to assess meeting room, technology support for hybrid meetings, etc.
Takes meeting minutes for board meetings, sends those to the Governance Team at Thrivent for review and adds them to Board Effect
Adds meeting materials to Board Effect in advance of board meetings.
In addition to the functional focus of the role above, the role demonstrates these leadership behaviors in how they conduct their work:
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.
This role may intereact with:
Membership and Engagement Leaders
Thrivent enterprise leaders (Growth and Generosity, Marketing, Communications, PR, etc)
Field leaders
Advisors
External vendors
Media, community leaders, local government officials
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s degree or commensurate experience
3+ years’ experience utilizing social media platforms to deliver results
Strong project management and organizational skills
Ability to analyze data for business purposes
Effective communication skills, including written, verbal and presentation skills
Ability to leverage the technical tools of the job, including Microsoft Suite, Salesforce, Social Media Platforms and Digital Client Engagement and Insights Platforms
Strong collaboration and relationship building skills
Ability to work evenings, weekends, and travel to events
Must have proper home office environment to conduct remote work. This includes suitable high speed internet to conduct the business of the role.
Preferred:
Ability to work independently and effectively to manage multiple projects simultaneously
Ability to navigate change and transforming business practices
Knowledge of financial services industry, fraternal benefit societies, or membership organizations
Bi-Lingual (English/Spanish) preferred in specific markets
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 human.resources@thrivent.com or call800-847-4836and request Human Resources.