Managed Account Operations Specialist

Thrivent; United States; Remote; USD 32,000 - 43,000; Full time

Benefits offered by this job

Bonuses

Medical/Dental/Vision Insurance

HSA/FSAs

401k & Pension

Life Insurance

Disability Insurance

Paid Time Off

Holidays

Volunteer Time Off

Parental Leave

EAP

Well-being benefits

Job summary

Thrivent is hiring for an Investment Advisory Operations role that serves as the primary operational resource for managed account programs. You will support advisors, field partners, vendors, and internal teams through problem resolution and service execution.

You will build expertise in SMA/UMA/APM/FSP products and related concepts, guiding implementation and ongoing management of advisory solutions while collaborating with Envestnet and other partners.

Qualifications

• Strong verbal and written communication skills.
• Proficiency in Microsoft Office applications, particularly Excel and Word.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and adapt in a fast-paced environment.
• Strong problem-solving and analytical skills with a focus on delivering exceptional service.

Responsibilities

• Serve as a primary operational resource for managed account programs by responding to advisor and internal inquiries through phone, chat, and email channels.
• Process managed account maintenance requests, account updates, rebalances, and other operational activities accurately and efficiently.
• Develop and maintain subject matter expertise in managed account platforms, products, and operational processes.
• Partner with Envestnet and external vendors to resolve issues and improve the advisor experience.
• Assist advisors in implementing investment management strategies using third-party money managers and managed account solutions.
• Monitor and resolve operational inquiries while meeting service level expectations and quality standards.
• Document communications within Salesforce and other systems.
• Stay current on policies, regulations, and platform enhancements affecting managed accounts.

Skills

Verbal & written communication

Excel

Attention to detail

Multitasking

Problem solving

Education

Bachelor's degree or equivalent

Tools

MS Office (Excel, Word)

Job description

Thrivent is hiring for an Investment Advisory Operations role that serves as the primary operational resource for managed account programs. You will support advisors, field partners, vendors, and internal teams through problem resolution and service execution.

You will build expertise in SMA/UMA/APM/FSP products and related concepts, guiding implementation and ongoing management of advisory solutions while collaborating with Envestnet and other partners.