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Thrivent

Financial services for individuals and communities

Area Vice President

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A college degree is required; an MBA or other related advanced education is preferred.
  • At least 5 years of experience leading in the financial services industry.
  • Demonstrated leadership and potential to advance to a greater leadership role.
  • A proven track record of achieving capacity and sales growth and delivering results to business plans.
  • Vision, strategic leadership skills, and strong influencing abilities.
  • Experience effectively leading through change and leveraging systems to engage people and drive results at scale through others.
  • Ability to attract, select, and develop Financial Advisors and identify where talent is needed.
  • In-depth knowledge of advice, insurance products, asset and wealth management, fee-based planning, mutual funds, and securities.
  • FINRA Series 7 and Series 63/65 or Series 66 registrations are required, or must be obtained within 90 days; Series 24 is preferred.
  • State securities registration and insurance licensure and appointments in all states comprising the Advisor Group are required.
  • After Financial Advisors are assigned, securities registrations, state insurance licenses, and appointments are required in all states where those advisors conduct business and receive commissions.
  • A satisfactory background check and clean compliance record are required.
  • Ability to represent the Society to its clients, lodges, and communities.
  • Ability to travel as needed to cover the assigned area and markets, Thrivent, and industry functions.
  • Must be insurable under the Society’s applicable fidelity bond and errors and omissions coverage.
  • Must have satisfactory Form U-4 disclosures.
  • Must physically work in the designated area 85% of the time.

Responsibilities

  • Lead geographic areas focused on growing new advisors through teams and future team leaders and enabling practices that provide advice and solutions to clients.
  • Partner with the Advisor Growth, Practice Growth, and Advice Adoption Centers of Excellence to attract, select, onboard, and launch talent, and to grow advisor capacity and client service.
  • Drive total sales for the assigned area in support of Thrivent’s capacity and total sales growth goals.
  • Build brand awareness, expand the client base, and establish the organization as a trusted leader in local areas.
  • Collaborate within a matrix organization across departments and leverage diverse expertise to achieve shared goals.
  • Provide direct leadership for 5–10 field leaders and 50–100 Financial Advisors serving 100,000 clients.
  • Ensure execution of advice adoption, solutions, and sales in the assigned geographic area and deliver total sales growth.
  • Monitor key performance indicators, financial metrics, and operational benchmarks to assess performance, identify improvements, and inform decisions.
  • Connect matrixed partners in the area to grow diverse advisor and client segments.
  • Attract and launch talent through market leaders to create future team leaders.
  • Encourage experienced advisors to increase practice capacity, add Financial Advisors, grow teams, and build professional practices; partner with National Practice Group leaders to apply advanced practices.
  • Collaborate across Thrivent’s ecosystem, the National Practice Group, and advisor channels, including remote advice and TAN.
  • Support the Group Vice President by growing a strategic area and leading Directors, Financial Advisors, and staff; delegate and lead the team toward regional Advisor Group goals.
  • Attract, develop, and lead exceptional field leaders who recruit and launch new advisors on teams or as future team leaders.
  • Ensure high-talent regional leaders are in place to grow Financial Professionals in the area.
  • Hold market leaders accountable for advice adoption, solution sales, and advisor capacity growth in an economically viable manner.
  • Focus resources on areas with the greatest opportunity for Thrivent.
  • Create a culture reflecting Thrivent’s leadership competencies: Model the Way, Rally the Team, and Deliver Outcomes.
  • Maintain Thrivent’s purpose, promise, values, trust, and reputation with clients and Christian communities.
  • Partner with the Leader of Group Operations and Centers of Excellence to identify and spread best practices and execute playbooks and systems for capacity, productivity, and advice.
  • Drive growth through current and future teams and virtual advice partnerships.
  • Manage assigned market directors and developers and provide indirect guidance to Virtual Advice leaders in the area.
  • Foster continuous improvement, workforce engagement, and commitment to clients.
  • Connect with the Thrivent Member Network and its Board in the area to support their goals and Thrivent’s goals.
  • Build a plan to achieve area capacity growth goals with local Community Engagement Leaders, the Thrivent Member Network, and other partners.
  • Hold field leaders accountable for area goals through weekly accountability sessions and one-to-one coaching.
  • Attract high-quality, diverse talent into Financial Advisor roles with the Advisor Growth Center of Excellence for recruiting, licensing, and training, and ensure new advisors are placed in practices in key areas or markets.
  • Ensure client-facing talent receives the advice, solutions, business tools, resources, and knowledge needed for success.
  • Connect new Financial Advisors to Thrivent’s affinity marketplace and Christian connections.
  • Set clear team goals and objectives and develop aligned action plans.
  • Partner with matrix partners so area leaders and advisors adopt Thrivent’s advice offerings; train and coach new advisors on providing advice, and encourage experienced advisors and practices to adopt the offerings.
  • Ensure leaders are competent and committed to leading advisors according to Thrivent’s advice principles.
  • Ensure recommended solutions, including ANBP and investments, align with advice recommendations.
  • Deliver strong total sales results in the assigned area.
  • Work with practice growth leaders to identify practices seeking to add capacity.
  • Help practices identify team roles, responsibilities, and talent needs; connect candidates with practices and work with the Capacity Growth and Development Center of Excellence to manage selection.
  • Work with Practice Directors, the Practice Center of Excellence, and National Practice Group leadership to apply the strengths of experienced and advanced practices in the area.

Desired Qualifications

  • An MBA or other related advanced education.
  • FINRA Series 24.

About the Company

Thrivent

Financial services for individuals and communities

Thrivent combines financial advice, insurance, investments and banking with generosity programs to help individuals and communities thrive. It treats money as a tool rather than a goal, guiding over 2 million clients to plan and protect their finances while also supporting charitable giving. The company’s model centers on helping people build financial futures and live more generous lives through a broad suite of financial services and community-focused initiatives. Differentiators include its emphasis on generosity and community impact, long-standing 100-year legacy, and integrated approach across planning, protection, growth and philanthropy. The goal is to empower people to manage their finances responsibly and contribute to the well-being of their communities.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Minneapolis, MN
Founded
1902

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