Remote Managed Account Operations Specialist

Thrivent Financial; Minneapolis (MN); Remote; USD 32,000 - 43,000; Full time

Benefits offered by this job

Bonuses

Health insurance

401k

Pension

Life insurance

Disability insurance

Paid Time Off

Holidays

Volunteer Time Off

Parental leave

Well-being benefits

Job summary

Thrivent Financial is seeking a detail-oriented Operations Specialist for Investment Advisory Operations in Minneapolis. You will support managed account programs, respond to inquiries via phone, chat, and email, and process updates and rebalances with accuracy.

Grow your expertise in SMA/UMA/APM/FSP concepts, partner with Envestnet and vendors, and help implement investment strategies while maintaining regulatory and policy compliance.

Qualifications

• High school diploma or equivalent required.
• 1-2 years of experience in financial services, brokerage operations, advisory operations, or related field.
• FINRA Series 7 and 63/65 or 66 licenses required, or ability to obtain within 90 days of hire.
• 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 in a fast-paced environment.
• Strong problem-solving and analytical skills.

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 other external vendors to resolve issues and support platform enhancements.
• Assist advisors in implementing investment management strategies using third-party money managers and managed account solutions.
• Monitor, analyze, and resolve operational inquiries while meeting service level expectations and quality standards.
• Document advisor, vendor, and custodian communications in Salesforce and designated systems.
• Stay current on policies, procedures, regulatory requirements, and platform enhancements impacting managed accounts.
• Test, learn, and support new managed account functionality before release to the field.
• Maintain knowledge of brokerage and advisory systems (Envestnet, Wealthscape, FBSI, Thrivent apps).
• Build and maintain relationships with advisors, partners, custodians, and vendors.
• Generate and analyze reports to support operations, service delivery, and platform management.
• Collaborate with peers, provide coverage, and support departmental initiatives.

Skills

Strong communication

Proficiency in Microsoft Office

Problem solving

Analytical skills

Attention to detail

Multi-tasking

Education

High school diploma or equivalent

Tools

Excel

Word

Job description

Thrivent Financial is seeking a detail-oriented Operations Specialist for Investment Advisory Operations in Minneapolis. You will support managed account programs, respond to inquiries via phone, chat, and email, and process updates and rebalances with accuracy.

Grow your expertise in SMA/UMA/APM/FSP concepts, partner with Envestnet and vendors, and help implement investment strategies while maintaining regulatory and policy compliance.