We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
Job Summary
The Financial Management Officer is responsible for the day-to-day management and administration of assigned investment management agency and IRA relationships within Thrivent Trust.
This role encompasses conducting essential administrative functions along with maintaining regular contact with clients and their financial advisors.
The Financial Management Officer proactively seeks, develops, and maintains client relationships by networking and collaborating with the business development team to acquire new clients.
This role also works closely with financial advisors to identify and pursue new business opportunities, both within and outside the organization.
It is important to have a strong understanding of each client's unique needs to identify opportunities for cross-selling, presenting personalized solutions that enhance the value offered.
Continuously reviewing the client base to uncover growth and revenue opportunities, consolidating outside accounts by integrating Thrivent Trust offerings and ensuring clients receive comprehensive, tailored support is critical.
Job Responsibilities and Duties
Provide high-quality service to existing clients (and Financial Advisors) and develop new relationships to promote the growth and profitability of Thrivent Trust.
Provide consistent, exceptional client service in both written and verbal communication. This can be face-to-face, over the telephone or via Teams or Zoom meetings.
Engage in client meetings as a key relationship contact.
Manage client requests for Agencies and IRAs
Coordinate with external partners (Attorneys, CPAs), and internal support partners (Compliance, Investments, and Middle Office) to ensure accurate, timely and efficient administration and to manage risk.
Adhere to external regulations including the Office of the Comptroller of the Currency (OCC), internal standards, guidelines, policies, and procedures.
Call on current and potential clients to identify and secure new business opportunities.
Model Thrivent's leadership competencies (Rally the Team, Deliver Outcomes, Model the Way) by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable. Ability to work proactively with clients and fellow co-workers.
Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients.
Job Qualifications
Required:
Bachelor's degree in business or related field.
Minimum of 3 years trust administration, financial services, wealth management or related experience.
Intermediate proficiency with Microsoft Office products, specifically Microsoft Excel, Word and Outlook and video conferencing platforms.
Strong client service or customer service experience.
Basic knowledge of investment products.
Approximately 5% travel is required to meet prospective clients, attend meetings, support business development, and cultivate long-term partnerships through client and committee engagement.
Preferred:
Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA), Certified IRA Services Professional (CISP) designations or other financial certifications supported and encouraged.
Office of the Comptroller of the Currency (OCC) regulatory experience.
Additional Information
This position allows a flexible work arrangement meaning you may work on-site and/or remotely from the Appleton, WI area.
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 $81,537.00 - $110,315.00 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
