Remote Advisor Transition Leader

Thrivent Financial; Northern (KY); Hybrid; USD 74,000 - 100,000; Full time

Benefits offered by this job

Bonuses

Medical, dental and vision insurance

401k plan

Pension

Paid time off and holidays

Job summary

Thrivent Financial seeks an Experienced Advisor Transition Specialist to lead high-touch, compliant advisor transitions from offer to integration. The role coordinates across recruiting, compliance, licensing, operations, technology, field leadership, and external partners to ensure a seamless handoff.

Requires 3+ years in transition or related fields, strong project management, and outstanding communication.

Qualifications

• Bachelor’s degree in business, human resources, finance, communications, organizational leadership, or a related field required.
• 3+ years of experience in transition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions.
• Experience coordinating cross-functional work, managing complex multi-step processes, and delivering high-touch client experiences.
• Experience in financial services, licensing/registration, advisor recruiting, or practice management preferred.

Responsibilities

• Executes scalable, integrated transition frameworks from offer through integration.
• Develops and maintains detailed transition plans with milestones, risks, and ownership.
• Coordinates transition kickoff meetings and aligns internal and external partners.
• Tracks progress, identifies risks, and escalates issues for timely resolution.
• Provides advisor readiness, support, and continuous improvement insights throughout transition.

Skills

Project management

Organizational skills

Communication

Relationship management

Attention to detail

Data analysis

Microsoft Office

Confidentiality

Stakeholder management

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Thrivent Financial seeks an Experienced Advisor Transition Specialist to lead high-touch, compliant advisor transitions from offer to integration. The role coordinates across recruiting, compliance, licensing, operations, technology, field leadership, and external partners to ensure a seamless handoff.

Requires 3+ years in transition or related fields, strong project management, and outstanding communication.