Mgr, Virtual Advice

Thrivent Financial for Lutherans; Dallas (TX); Hybrid; USD 94,000 - 128,000; Full time

Benefits offered by this job

Bonuses (including annual or long-term

Medical, dental, and vision insurance

Health savings account

401k

Pension

Paid time off (20 days)

Sick and Safe Time

Paid parental leave

Employee well-being benefits

Employee assistance program (EAP)

Job summary

Thrivent Financial for Lutherans in Dallas, TX seeks a Growth & Development Manager for Virtual Advice - Hybrid to lead a local team of nationally licensed advisors delivering advice-based recommendations and deepening client relationships across all 50 states.

You will coach, train, and align the team with organizational goals, manage performance against budgets, and collaborate with field leadership, HR, and compliance to drive sales growth while maintaining top-tier client service.

Qualifications

• Bachelor’s degree in business or related field or equivalent experience.
• Prior financial advisor experience with multiple years leading a team of eight or more.
• Eligible for Securities and Insurance licensing in all states and DC; FINRA licenses preferred and must be obtained within 120 days.
• Experience in financial planning, investment and insurance products with consultative sales models.
• Ability to lead change in a fast-paced environment and collaborate to achieve results.
• Client-centric mindset aligned with the organization’s values and mission.
• Excellent communication, organizational skills, and a positive, empathetic demeanor.
• Experience working in a virtual or hybrid environment.

Responsibilities

• Build local market culture and integrate virtual advice advisors into the market.
• Coach on-site and virtually to enhance consultative sales skills and advisory effectiveness.
• Lead by example with case work and client calls to supervise and elevate performance.
• Drive business planning and manage performance against budgets and objectives.
• Interviews, hires, and aligns staff with team staffing plans.
• Deliver onboarding and training to accelerate productivity.
• Provide ongoing feedback to improve client experience and service models.
• Implement the organization’s advice strategy with consistent practice management.
• Collaborate with leadership to drive engagement, retention, and sales growth.
• Coordinate with virtual leadership, HR, and other departments to support target attainment.

Skills

Leadership

Communication

Virtual/Hybrid work experience

Client-centric

Education

Bachelor’s degree in business or related field

Tools

Salesforce

Money Guide Pro

Integrity Selling

Job description

The Growth & Development Managers, Virtual Advice - Hybrid is responsible for leading a local team of nationally licensed advisors who serve clients across all 50 states. This role is critical in ensuring that both individual and team performance goals are met or exceeded, with a strong focus on financial advice & deepening client relationships to drive sales and productivity goals.

This position plays a key role in not only driving business outcomes but also in cultivating a highly productive, mission-driven, and team-oriented culture. The manager is instrumental in launching team-oriented advisors at scale and growing talent through cross-channel career pathing.

This is a hybrid role. The selected candidate must be able to be onsite at our Dallas office 2-3 days (minimum) a week.

DUTIES & RESPONSIBILITIES:

• Support building the local culture within the market in collaboration with local leadership, integrating virtual advice advisor into their local market.
• Conduct daily and weekly coaching sessions, both on-site and virtually, to enhance consultative sales skill and support advisors in delivering effective, advice-based recommendations.
• Demonstrate knowledge and skills through case work and occasionally joining client calls to support your team, exemplifying leadership from the front.
• Drive alignment with organizational objectives by conducting business planning and managing performance expectations.
• Contribute to key decision-making processes and operate in line with budgetary decisions. Interview and select talent to align with team staffing expectations.
• Deliver onboarding and training that accelerates productivity and skill development.
• Enhance the effectiveness of the client experience by regularly delivering ongoing feedback and coaching.
• Ensure effective implementation of the organization’s advice strategy, client service models and a consistent approach to practice management.
• Facilitate career pathing and long-term development conversations to drive engagement and retention. Collaborate with organizational leaders to exchange best practices, strengthen leadership effectiveness, boost hiring referrals, enhance employee engagement, and drive overall sales growth.
• Partner with key stakeholders, including but not limited to virtual advice leadership, training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales targets and career objectives .
• Select, develop, and retain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.
• Models organization’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.
• Supports and/or develops an environment in which 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 organization’s purpose, promise and values, ensuring that our trust and reputation remain strong with its clients.

Describe below the audience this role will interact with and level of influence they will have on those roles .

This manager will interact with key field partners, including Market Directors, Developers, and Area Vice Presidents, and will maintain a matrixed relationship with the Advice Team. They must have a deep understanding of customer needs, the organization’s member philosophy, and service standards to effectively lead their team in delivering a consistent, positive client experience. This role will involve addressing work standards, process improvements, and employee performance, particularly in relation to ease of doing business, channel conflicts, client service, and regulatory requirements.

Th is manager must also be well-versed in the advice strategy and sales process and its key components to identify areas for improvement and determine whether training, technology, or other changes are needed to enhance client satisfaction. Implementing these improvements may vary in complexity, taking anywhere from a few hours to several months and may require collaboration with legal, field supervision, compliance, processing, and other departments.

Additionally, this role regularly involves communicating decisions, requests, and updates to Virtual Advisors and the Virtual Advice Leadership team. The manager will need to engage multiple information systems and departments to gather relevant background information before responding. Timely responses, often required within hours or days, are critical to the role.

QUALIFICATIONS & SKILLS:

Required:

• Bachelor’s degree in business, management, or a related field, or equivalent experience.
• Required: prior financial advisor experience and multiple years leading a team of eight or more.
• Must be eligible for Securities and Insurance licensing in all states and D.C.; possession of FINRA Series 7 and 63/65 or 66, along with Life/Health Insurance licenses, is preferred and must be obtained within 120 days of hire/transfer.
• Experience in financial planning, investment, and insurance products, along with consultative sales models (e.g., Integrity Selling).
• Proven ability to lead change in a fast-paced environment and collaborate within a team to achieve results.
• Strong belief in the organization’s core values and mission, with a driven, client-centric, and results-oriented mindset.
• Excellent communication, organizational skills, and an outgoing, positive, and empathetic demeanor.
• Experience working in a virtual or hybrid working environment.

Preferred:

• Advanced Designation (CFP®, ChFC , or CLU), Salesforce experience, and familiarity with Money Guide Pro or similar planning tools.

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 $94,389.00 - $127,703.00 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.

• 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.

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 call 800-847-4836 and request Human Resources.

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