Sr Specialist, Financial Education

Thrivent; United States; Remote; USD 83,000 - 114,000; Full time

Job summary

A leading company in financial services is seeking a Sr Specialist in Financial Education to design, develop, and deliver engaging financial education experiences. This role focuses on improving financial well-being through innovative presentations and workshops, targeting diverse audiences.

Benefits

Medical, dental, and vision insurance

401k and pension

20 days of Paid Time Off each year

Various bonuses

Paid parental leave

Qualifications

• 3+ years of experience presenting to varied audiences.
• Financial coaching certification with active coaching experience.
• Demonstrated commitment to continual learning.

Responsibilities

• Design and deliver financial education content.
• Motivate audiences to change financial behaviors.
• Track outcomes to demonstrate societal impacts.

Skills

Dynamic speaker

Financial coaching

Excellent consultative skills

Interpersonal skills

Communication skills

Job description

The Sr Specialist, Financial Education position resides on the Audience & Experiential Engagement team at Thrivent and reports to the Director of Financial Education.

This individual contributor role is responsible for the design, development, and delivery (with an emphasis on presentation/facilitation) of various financial education content and experiences (group presentations, interactive workshops, recorded content, etc.) aimed at improving the financial well-being and understanding of individuals and communities in alignment with Thrivent’s purpose and strategy.

The Sr Specialist, Financial Education uses client insights and industry trends, informed by adult learning, behavioral science, and societal impact, to nudge audiences to change behaviors in an innovative, meaningful, and measurable way.

The role will present financial education content across a variety of audiences and segments, including: college-aged, early/mid-career, retiree/pre-retiree, employees, church leaders and congregations, community groups, with particular focus on diverse and younger communities.

The work of the Financial Education team plays a critical role in part of a larger overarching Growth & Generosity client engagement strategy, which works across distribution channels with marketing campaigns, education, and other related initiatives to ensure client segment needs are met. The client-centric, strategically and fraternally aligned programming and initiatives, create and nurture long-term client relationships, generosity programs and offerings.

DUTIES & RESPONSIBILITIES:

• Leverage market data, client insights and community trends to identify content and topics for financial education experiences.
• Present/Facilitate to a variety of audiences, including college-aged, early/mid-career, Thrivent employees, church leaders and congregations, with a particular focus on diverse and younger communities.
• Support development and creation of innovative, experiential, accessible learning opportunities based in adult learning, human-centered design, and behavioral science research.
• Motivate and nudge audiences to change behavior by incorporating tools and encouraging action.
• Track a variety of financial knowledge and health outcomes to prove long-term societal impact.
• Incorporate a financial coaching mindset to build trust, provide personalized support and give appropriate guidance when necessary.
• Track industry trends to advance offerings and programming, offering best-in-class content.
• Support partner development, engagement, and execution efforts through Thrivent's deployed teams and local, grassroots networks.
• Model Thrivent's leadership competencies by fostering engagement, bringing expertise, demonstrating courage & resilience, and building trusting partnerships.
• This role will present to a variety of audiences (including, but not limited to, college-aged, mid/early career, retiree/pre-retiree, Thrivent employees, church leaders and congregations, etc.) and support and develop bodies of work that require expertise in personal finance content design and development. The role will manage projects, work streams and collaborate with a variety of cross-functional teams focused on strategic partnerships and the execution and delivery of financial education content.

QUALIFICATIONS & SKILLS:

Required:

• Experience working with varied audiences of all ages
• Proven, demonstrated dynamic speaker/presenter with 3+ years of experience
• Financial coaching certification (CCUFC, AFC, CPFC, CFT, CFEI, or other) with 3+ years of active financial coaching for individuals and groups across a variety of audiences
• 3+ years of experience in personal finance, financial wellness, financial coaching, training/facilitation
• Ability to integrate needs assessment into strategy
• Excellent consultative and relationship skills
• Team player capable of working with success across diverse functional areas
• Proven experience applying and implementing experiences informed by human-centered design principles
• Outstanding interpersonal and communication/presentation skills
• Demonstrated commitment to continual learning
• Ability to travel regularly (average 1-2 times monthly), and with flexibility in weekly schedule

Preferred:

• Knowledge of financial services industry, fraternal benefit societies, or membership organizations
• Familiarity with church (Church of God in Christ and other diverse Christian denominations), non-profit, and community organizations and their leaders
• Experience with change management processes and implementation
• Bilingual: English and Spanish

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 $83,934.00 - $113,559.00 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. The following benefits may be offered: 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. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

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 call800-847-4836and request Human Resources.