Remote Advisor Onboarding and Transition Lead

Thrivent; United States; Remote; USD 94,000 - 127,000; Full time

Job summary

Thrivent is seeking an Experienced Advisor Onboarding & Transition Specialist to drive a consistent, compliant transition experience for experienced financial advisors, teams, and employees joining or leaving the Thrivent Advisor Network (TAN). This remote US role coordinates onboarding, offboarding, and related activities with cross-functional partners, ensuring readiness and accuracy.

The role emphasizes project management, stakeholder coordination, and detailed planning to support advisor

Qualifications

• Bachelor’s degree in business, HR, finance, communications, or related field; 3+ years in transition or coordination.
• Experience managing complex, multi-step processes with multiple stakeholders.
• Strong cross-functional coordination and influence without authority.
• Experience delivering high-touch client and advisor experiences.
• Financial services or wealth management experience preferred.

Responsibilities

• Executes a scalable transition framework for onboarding and offboarding with compliance.
• Develops transition plans with milestones, dependencies, and deliverables.
• Coordinates transition kickoff meetings across partners and stakeholders.
• Serves as the central operational liaison among advisors, employees, teams, and departments.
• Tracks progress, identifies risks, escalates issues, and supports timely resolution.
• Maintains documentation, status updates, and system information for transitions.
• Gathers feedback and informs leadership on process improvements.
• Supports complex transition cases and special projects.
• Advisor experience: provides high-quality communication and support throughout transitions.
• Cross-functional: ensures technology setup, registration, and readiness.

Skills

Project management

Communication

Relationship management

Attention to detail

Confidentiality

Decision making

Education

Bachelor's degree

Tools

Excel

PowerPoint

Teams

Workflow tools

Project management tools

Job description

Thrivent is seeking an Experienced Advisor Onboarding & Transition Specialist to drive a consistent, compliant transition experience for experienced financial advisors, teams, and employees joining or leaving the Thrivent Advisor Network (TAN). This remote US role coordinates onboarding, offboarding, and related activities with cross-functional partners, ensuring readiness and accuracy.

The role emphasizes project management, stakeholder coordination, and detailed planning to support advisor