Hybrid Lead, Virtual Advice Team

Thrivent Financial

Dallas, Northern (TX, KY)

On-site

USD 94,000 - 128,000

Full time

11 days ago
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Benefits offered by this job

Bonuses
Medical, dental, and vision insurance
401k
Pension
Life insurance
Disability insurance
Paid Time Off
Paid holidays
Volunteer Time Off
Employee well-being benefits

Job summary

Thrivent Financial is seeking a Growth & Development Manager, Virtual Advice, to lead a local team of licensed advisors delivering guidance across the U.S. This hybrid Dallas-based role requires on-site presence 2–3 days weekly and focuses on coaching, talent development, and aligning with organizational goals.

You will drive performance, design coaching programs, and ensure a consistent client experience while collaborating with leadership, HR, and virtual advisory teams.

Qualifications

  • Bachelor’s degree in business, management, or related field or equivalent experience.
  • Prior financial advisor experience and leadership of a team of eight or more.
  • Eligible for Securities and Insurance licensing in all states and D.C.; preferred FINRA Series 7 and 63/65 or 66, plus Life/Health licenses (to be obtained within 120 days).
  • Experience in financial planning, investments, and insurance products with consultative sales models.
  • Proven ability to lead change in a fast-paced environment and collaborate for results.

Responsibilities

  • Lead a local team of nationally licensed advisors serving clients across all states.
  • Conduct daily and weekly coaching sessions on-site and virtually.
  • Drive business planning and manage performance to meet goals.
  • Interview, hire, and develop talent to meet staffing needs.
  • Deliver onboarding and training to accelerate productivity and skills.
  • Ensure strong client experience through ongoing feedback and coaching.

Skills

Leadership
Team management
Communication
Client-focused
Virtual/hybrid experience
Change management

Education

Bachelor’s degree in business or related field
Equivalent experience

Tools

Salesforce
Money Guide Pro

Job description

Thrivent Financial is seeking a Growth & Development Manager, Virtual Advice, to lead a local team of licensed advisors delivering guidance across the U.S. This hybrid Dallas-based role requires on-site presence 2–3 days weekly and focuses on coaching, talent development, and aligning with organizational goals.

You will drive performance, design coaching programs, and ensure a consistent client experience while collaborating with leadership, HR, and virtual advisory teams.

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