Note: The job is a remote job and is open to candidates in USA. Thrivent is a financial services organization that aims to help people thrive with purpose. The Teaming Consultant will work closely with partners and field leadership to develop strategies that enhance the productivity and capacity of financial advisors and their teams, focusing on team formation, operational needs, and growth initiatives.
Responsibilities
- Partner with field sales leadership to develop and deploy comprehensive strategies through Practice Growth Directors and field leaders that enhance productivity, expand capacity, and drive positive sales outcomes for financial advisors and teams
- Provide unified guidance in collaboration with field sales leaders, working directly with financial advisors and teams as needed to implement advanced or complex growth strategies and achieve business objectives, conducting one-on-one and group sessions to assess strengths and deliver tailored guidance
- Develop in partnership with the Practice Growth Directors customized plans to enhance leadership capabilities and professional growth for financial advisors and teams
- Partner to create and provide resources to field leadership in all aspects of team formation and development, including team dynamics, role identification, accountability, and conflict resolution. Address operational essentials like business continuity, human capital needs, technology systems integration and tools, financial management, and communication. Focus on strategic planning areas such as marketing and financial advisory business practices
- Serve as a subject matter expert in all elements of teaming for the enterprise
- In partnership across the matrix, develop engaging training programs and workshops that focus on leadership, team management, client relationship building, and financial advisory best practices, ensuring participants understand the critical importance of these skills for their professional growth and organizational success
- Develop and implement feedback mechanisms and performance metrics to assess the effectiveness and utilization of training programs and workshops. Utilize data-driven insights for continuous improvements and iterations, and regularly report on progress
- This role will establish strong, collaborative relationships with the Revenue Practice and Productivity team to achieve shared goals. This position will collaborate with Revenue Growth and Practice Directors, as well as Group Vice Presidents, and Thrivent Advisor Groups (TAGs) to identify and support the advancement of revenue-sharing teams poised for significant growth through coaching, development and facilitation of key programs and workshops. The Teaming Consultant will regularly communicate with, influence, and inspire veteran advisors, teams, and their staffs
Skills
- Bachelor's degree in finance, business administration, or a closely related field, or equivalent professional experience
- Proven experience in guiding financial advisors through teaming initiatives, or in creating and implementing programs focused on collaborative practice-building, with a minimum of 5 years in a similar role
- Practice management experience with advanced teaming structures, including expertise in client service models, team building, and model office practices
- Experience in content creation and facilitation, skilled in presenting to drive understanding and success in large or small group settings
- Demonstrated ability to manage change effectively, with a flexible and adaptable approach, while maintaining a strong results-oriented focus
- Proficient with internal sales advice platforms designed for delivering personalized client experiences, Salesforce, and other tools (e.g., Microsoft Office, Power BI)
- Prior experience leading sales groups, financial advisors or offices
Benefits
- 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
- Other employee benefits
Company Overview
Company H1B Sponsorship