The Advisor and Practice Tools Enablement team works to bridge the gap between advisor practices and the tools available to drive sales, increase Advice engagement, improve efficiencies, and save the practice time. Our goal is to partner and understand the practice needs, to more effectively communicate changes, drive Advice tools engagement, and help practices adopt the technology. We also play a critical role by staying in touch with technology roadmaps to help prioritize efforts, offer field feedback (voice of field) and be a resource.

　　Thrivent’s Advisor & Practice Tools Enablement Specialist will collaborate with the distribution organization by increasing Salesforce and Advice tools adoption with the field and all COE’s. They will support the Tools Enablement team by translating advice and practice management capabilities into easily digestible campaigns and administer team priorities.

　　This role will work closely with other COEs and product teams to implement new projects and capabilities to ensure Advice and practice management processes are embedded throughout.

　　DUTIES & RESPONSIBILITIES:

　　Provide Salesforce and tools expertise to the Advisor and Leader Capacity Growth and Development COE, including delivery of Advice framework and training to Financial Advisors and leaders

　　Create SOPs procedures and documentation and ensure the processes are easy for the advisor and support teams to implement

　　Participate in projects related to Salesforce.com and Advice Tools enablement and implementation

　　Partner with the Advisor & Leader Capacity Growth and Development COE to develop and deliver educational opportunities for implementation of advice and practice management tools and capabilities to ensure all distribution stakeholders are comfortable utilizing tools and resources

　　Represent advisor and practice business requirements for the Product teams – voice of the customer

　　Maintains quality of Salesforce reports and dashboards by monitoring usage data and deleting underused versions

　　Create and manage Salesforce dashboards to provide actionable analytics

　　Provide advisor and practice support consultation for basic salesforce needs

　　Utilize project management skills to keep projects on target for completion

　　QUALIFICATIONS & SKILLS:

　　Required:

　　Bachelor’s degree in Business, Economics, or similar field

　　4+ years of Financial Services experience, with demonstrated ability to work across different Advisor groups and regional leaders

　　2+ years of operational experience in a matrixed, cross-functional environment that required analysis of industry and/or business data

　　Subject matter expertise in financial planning and the advisory working model

　　Proven ability to communicate up and down the chain of command across a diverse group of stakeholders

　　Passionate about the value of providing advice to clients, with an in-depth knowledge of insurance products, asset/wealth management, fee-based planning, mutual funds and securities

　　Entrepreneurial ability to cut through the noise to execute; comfortable with ambiguity

　　Ability to synthesize and balance together multiple (sometime conflicting) stakeholder opinions into a common point of view

　　Experience with key advice and practice management systems such as Salesforce.com and other technologies. Ability to quickly grasp emerging or new technologies and apply them to specific businesses at Thrivent.

　　Preferred:

　　Alignment with Thrivent’s leadership competencies

　　Deep understanding of Microsoft 365 tools, especially Excel a bonus

　　Experience with using the Digital Adoption Platform, WalkMe a bonus

　　Knowledge of Salesforce as used as a reporting tool and has experience using filters to extract data

　　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 [email protected] 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.