Experienced Advisor Transition Specialist

Thrivent; United States; Remote; USD 74,000 - 100,000; Full time

Job summary

Thrivent seeks an Experienced Advisor Transition Specialist to orchestrate seamless transitions for seasoned financial advisors and teams joining Thrivent. You will coordinate from offer to integration, manage detailed plans, and serve as a central liaison across recruiting, compliance, licensing, operations, technology, field leadership, and external partners.

You will work remotely within the US, ensuring a high-touch, compliant experience that supports advisor readiness, practice integration,

Qualifications

• Bachelor’s degree in business, human resources, finance, communications, organizational leadership or related field.
• Equivalent combination of education and relevant experience may be considered.
• 3+ years of experience in transition, project coordination, operations, wealth management, or related functions.

Responsibilities

• Executes scalable transition plans from offer through integration for experienced advisors or teams.
• Maintains detailed transition plans with milestones, dependencies, risks and stakeholders.
• Coordinates kickoff meetings and acts as operational liaison across internal and external partners.
• Tracks progress, identifies risks, escalates issues, and ensures timely resolution.

Skills

Project management

Communication

Relationship management

Process improvement

Education

Bachelor’s degree in business, human resources, finance, communications, organizational leadership

Tools

Microsoft Office

Excel

PowerPoint

Teams

Job description

The Experienced Advisor Transition Specialist executes a consistent, high-touch, and compliant transition and transition experience for experienced financial advisors and teams joining Thrivent. This role coordinates transition activities from offer through integration, manages detailed transition plans, tracks key milestones, and serves as a central point of coordination across recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external partners. Working under the direction of the Experienced Advisor Transition Consultant, the Specialist supports advisor readiness, practice integration, and long‑term retention by helping ensure advisors experience a seamless transition into Thrivent.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES:

Transition Planning & Execution

• Executes a scalable, integrated transition andtransitionframework for experienced advisors and teams, ensuringa consistent, compliant, and advisor-centered experience from offer through integration.
• Develops andmaintainsdetailed transition plans tailored to each advisor or team, including milestones, dependencies, deliverables, risks, and stakeholderaccountabilities.
• Coordinates andfacilitatestransition kickoff meetings to align expectations, confirm timing, clarify roles, andestablishaccountability across internal and external partners.
• Serves as the central operational liaison among the incomingadvisor, recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external firms.
• Tracks progress against transition milestones, proactivelyidentifiesrisks or delays, escalates issues asappropriate, and supportstimelyresolution.
• Maintains accurate documentation, status updates, and reporting related to advisortransitionandtransitionactivities.
• Gathers advisor feedback throughout thetransitionjourney andsharesinsights with the Experienced AdvisorTransitionConsultant and leadership to inform process improvements.
• Supports the Experienced AdvisorTransitionConsultant with complex transition cases, special projects, and enhancements totransitiontools, resources, and workflows.

Advisor Experience

• Provides responsive, high-quality communication and support throughout the advisor transition andtransitionprocess.
• Helps advisors understand transition steps,requiredactions, timing, and available resources so they can move throughtransitionwith confidence and clarity.
• Identifiesopportunities to improvethetransitionexperience, reduce friction, and strengthen advisor satisfaction and retention.
• Partners with business development, field leadership, relationship management, and other support teams to help ensure a smooth handoff after key transition milestones are complete.

Cross-Functional Collaboration

• Coordinates with recruiting, compliance, operations, Centers of Excellence, licensing and registration, technology, field leadership, and external 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 theappropriate stagesof the transition process to ensure alignment,timelyexecution, and clear ownership.
• Contributes to continuous improvement efforts that streamlinetransitionworkflows, 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, andresultsorientation.
• 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 thatrepresentsthe Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.

QUALIFICATIONS & SKILLS:

Required:

• Bachelor’s degree in business, human resources, finance, communications, organizational leadership, ora relatedfieldrequired.
• Equivalentcombination of education and relevant experience may be considered.

Experience

• 3+ years of experience intransition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions.
• 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 delivering strongclient, advisor, employee, or customerexperiences.
• Financial services, insurance, wealth management, licensing and registration, advisor recruiting,transition, or practice management experience preferred.
• Experience supporting organizational growth initiatives, process improvement efforts, workflow optimization, or business transformation initiatives preferred.

Knowledge & Skills

• Strong project management and organizational skills, with the ability to manage multiple advisor transitions simultaneously.
• Ability to create andmaintaindetailed project plans, track milestones, manage dependencies, and proactively address risks.
• Excellent verbal and written communication skills, with the ability to engage advisors, leaders, and business partners clearly and professionally.
• Strong relationship management and service orientation, with a commitment to deliveringa high-touch experience.
• Ability to navigate ambiguity, solve problems, exercise sound judgment, and maketimelydecisions in a fast-paced environment.
• Ability to coordinate across diverse stakeholder groups and foster collaboration, shared ownership, and accountability.
• Strong attention to detail and ability to follow established policies, procedures, compliance requirements, and operational standards.
• Analytical mindset with the ability toidentifytrends, recommend improvements, and use data and feedback to inform decisions.
• Proficiencywith Microsoft Office tools, including Excel, PowerPoint, Teams, and project management or workflow tools.
• Ability tomaintainconfidentiality and handle sensitiveadvisor,candidate, and business information with professionalism.

Preferred:

• Knowledge of advisortransition, advisor transitions, registrations, licensing, broker-dealer operations, RIA or hybrid affiliation models, or wealth management practices.
• Familiarity with financial advisorrecruiting,advisor development, practice management, business development, or field operations.
• Experience working in a highly regulated environment requiring adherence to compliance, supervision, and operational requirements.
• Exposure to change management, program implementation, process design, or operational transformation.
• Demonstrated ability to build trusted relationships and serve as a primary point of coordination for advisors, clients, leaders, or business partners.

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 $73,955.00 - $100,059.00 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 call800-847-4836 and request Human Resources.

#Remote