Experienced Advisor Onboarding & Transition Specialist

Thrivent Financial for Lutherans; United States; Remote; USD 85,000 - 125,000; Full time

Job summary

Thrivent Financial for Lutherans is seeking an Experienced Advisor Onboarding & Transition Specialist to ensure a consistent, high-touch transition experience for experienced financial advisors, teams, and TAN employees joining or leaving Thrivent Advisor Network (TAN).

This remote role within the United States collaborates with compliance, licensing, operations, HR, and leadership to coordinate onboarding, offboarding, and transitions efficiently.

Qualifications

• Bachelor's degree required and 3+ years of experience in transition, project coordination, operations, or related fields.
• Experience managing complex multi-step processes with multiple stakeholders, deadlines, and priorities.
• Ability to coordinate cross-functional work and influence outcomes without direct authority.

Responsibilities

• Execute scalable transition framework for advisors, teams, and TAN employees joining or leaving Thrivent Advisor Network.
• Develop detailed transition plans with milestones, dependencies, deliverables, risks, and accountabilities.
• Coordinate kickoff meetings and align expectations across internal and external partners.
• Act as liaison among advisors, employees, compliance, licensing, operations, tech, HR, field leadership, and external firms.
• Track progress, identify risks, escalate issues, and support timely resolution.
• Maintain documentation, updates, and system changes related to transitions and onboarding/offboarding.
• Gather feedback and share insights to inform process improvements.

Skills

Transition management

Project coordination

Cross-functional collaboration

Stakeholder management

Education

Bachelor's degree in business, HR, finance, or related field

Tools

MS Office

HRIS/Onboarding systems

Job description

The Experienced Advisor Onboarding & Transition Specialist

The Experienced Advisor Onboarding & Transition Specialist executes a consistent, high-touch, and compliant transition experience for experienced financial advisors, teams, and employees joining or leaving Thrivent Advisor Network (TAN).

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES

Transition Planning & Execution

• Executes a scalable, integration transition framework for individuals to existing teams, full experienced teams and TAN employees, ensuring a consistent, compliant and stakeholder-centered experience firm onboarding, offboarding or completion.


• Develops and maintains detailed transition plans tailored to each advisor or team, including milestones, dependencies, deliverables, risks, and stakeholder accountabilities.


• Coordinates and facilitates transition kickoff meetings to align expectations, confirm timing, clarify roles, and establish accountability across internal and external partners.


• Serves as a central operational liaison among advisors, employees, teams, compliance, licensing and registration, operations, technology, HR, field leadership, and external firms to coordinate transition, onboarding, offboarding and related activities.


• Tracks progress against transition milestones, proactively identifies risks or delays, escalates issues as appropriate, and supports timely resolution.


• Maintains accurate documentation, status updates, reporting, and system information related to advisor transitions, employee onboarding and offboarding, role changes, and team transitions. Coordinates and validates required system and platform updates to ensure employee and team information remains accurate and current.


• Gathers feedback from advisors, employees, teams, and stakeholders throughout the transition, onboarding and offboarding processes and shares insights with leadership to inform process improvements.


• Supports complex transition cases, special projects, add enhancements to transition tools, resources, and workflows, while independently coordinating assigned projects and initiatives through planning, execution, tracking and completion.

Advisor Experience

• Provides responsive, high-quality communication and support throughout the advisor, employee, and/or team transition, onboarding, and/or offboarding processes.


• Helps employees, new advisor adds, or transitioning teams understand transition steps, required actions, timing, and available resources so they can move through transition with confidence and clarity.


• Identifies opportunities to improve the onboarding, off-boarding, or transition experience, reduce friction, and strengthen advisor satisfaction and retention.


• Partners with TAN leadership, relationship management, and other support teams to help ensure a smooth handoff after key transition milestones are complete.

Cross-Functional Collaboration

• Coordinates with compliance, operations, licensing and registration, technology, TAN leadership, and firms to complete transition deliverables such as technology setup, registration, book transfer support, training, and advisor readiness activities.


• Communicates transition status, risks, decisions, and next steps to appropriate internal stakeholders and leaders.


• Connects key stakeholders to the appropriate stages of the transition process to ensure alignment, timely execution, and clear ownership.


• Contributes to continuous improvement efforts that streamline transition workflows, strengthen role clarity, and enhance the advisor and stakeholder experience.


• Models Thrivent's leadership competencies-Model the Way, Rally the Team, and Deliver Outcomes-through collaboration, accountability, sound judgment, and results orientation.


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

QUALIFICATIONS & SKILLS

• Required: Bachelor's degree in business, human resources, finance, communications, organizational leadership, or a related field required and 3+ years of experience in transition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions or equivalent combination of education and relevant experience.


• Experience managing complex, multi-step processes with multiple stakeholders, dependencies, deadlines, and competing priorities.


• Experience coordinating cross-functional work and influencing outcomes without direct authority.


• Experience deliv