Thrivent

Financial services for individuals and communities

Market Director

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeGrand Rapids, MI, USA

About the Job

Requirements

A four-year college degree is strongly preferred.
Five or more years in the financial services industry attracting and hiring new talent is preferred.
Demonstrated track record of attracting, selecting, and developing financial advisors.
Experience hiring financial advisors onto teams.
After financial advisors are assigned to this position, obtain securities registrations, state insurance licenses, and appointments in all states where those advisors conduct business and receive commissions.
Experience leading groups, including presenting and facilitating to promote understanding of concepts and practices that contribute to new financial advisor success.
Demonstrated track record of solid sales results, such as life, health, and annuity or investment sales, and alignment with providing clients holistic, purpose-based advice.
Experience using the Thrivent Financial Advice Process, Salesforce, and other Thrivent tools and systems, and ability and willingness to model, promote, and demonstrate tool usage as needed.
Willingness and ability to meet joint field work expectations.
FINRA Series 7 and Series 63/65 or Series 66 licenses are required or must be obtained within 90 days.
State insurance licenses and appointments in life, health, and variable lines of authority are required or must be obtained within 90 days.
State securities registration and insurance licenses and appointments are required in all states comprising the Advisor Group or aligned to assigned financial advisors.
Satisfactory background check and clean compliance record.
Flexibility to travel within the area, including possible overnight travel, up to 50%, and to conduct business during evening hours.
Must have a vehicle for business purposes.
Demonstrated track record of satisfactory performance.

Responsibilities

Build and execute a plan to recruit quality talent by developing trusted relationships across broad networks, leveraging and growing personal centers of influence to obtain referrals for talent across channels.
Maintain a consistent recruiting pipeline to support market capacity growth and total sales objectives through advisor referrals and community relationships.
Collaborate with channel stakeholders to source candidates for open roles across channels, including Virtual Advice, team sales, and support roles.
In partnership with the matrix team, actively manage and engage candidates through all phases of selection, licensing, and launch.
Conduct selection interviews, assess candidates, and communicate Thrivent’s value proposition.
Establish relationships with matrix partners to access resources and support for developing talent and future team leaders.
Demonstrate mastery of the Thrivent Financial Advice Process and model and coach on all its elements.
Provide consistent launch support to new financial advisors during their first year while working with launch matrix partners.
Support financial advisors and teams in developing and executing business plans that use natural-market relationships, referrals, and communities, in partnership with the Member Engagement and Marketing teams.
Conduct joint field work with financial advisors to observe, provide feedback, and assist with case consultation and delivery as needed.
Align with matrix partners to grow future team leaders and team members.
Demonstrate, model, and coach use of Salesforce, MoneyGuidePro, the Thrivent Planning Platform, and other Thrivent advice tools during the sales process.
Connect with local leadership and matrix partners to stay informed about best practices and business changes.
Engage financial advisors in the market by providing learning, development, and connection opportunities that build confidence, competence, and culture.
Develop a healthy market culture, drive strong market results, and ensure a culture of excellence across the team.
Collaborate with matrix partners to support new financial advisors.
Facilitate connections between new and experienced financial advisors for joint field work and practice experiences.
Support and foster the culture established with the area vice president and channel stakeholders.
Monitor and maintain appropriate budget parameters throughout the year, and collaborate with matrix and operational leadership on area investments as needed.
Serve as a point of contact for dedicated matrix partner relationships and establish an ongoing cadence for connections.
Execute integration plans and leverage matrix partnerships within the market.
Engage matrix partners to use their expertise and skills for business processes and systems.
Work with the Community Engagement team and others to develop and implement advisor growth plans.

Desired Qualifications

Five or more years in the financial services industry attracting and hiring new talent is preferred.
A four-year college degree is strongly preferred.

The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent’s clients. The Market Director should possess the ability to attract, launch (onboard) and retain field talent, while helping them find their best role at Thrivent to grow. This role should be experienced in the financial services industry with a strong expertise and ability to deliver purpose-based advice.  

The Market Director is the connection to teaming and succession efforts in their area. The role will focus on local community relationships, strengthening brand awareness, expanding the client base, and establishing the organization as a trusted leader in the local market. 

DUTIES & RESPONSIBILITIES:

Attract and Retain Talent:

Build and execute a plan to recruit quality talent by developing trusting relationships within broad networks, leverage and grow your personal centers of influence (COI) to obtain referrals for talent to fit across channels.

Maintain consistent recruiting pipeline to support the market capacity growth and total sales objectives through advisor referrals and community relationships.

Collaborate with all channel stakeholders to source candidates into open roles across all channels (ex: Virtual Advice, team sales and support roles, etc.).

In partnership with your matrix team, actively manage and engage with candidates in all phases of selection, licensing and launch.

Conduct selection interviews, assess candidates and confidently communicate Thrivent’s unique value proposition.

Establish relationships with matrix partners for resources and support to develop and grow talent for teams and future team leaders.

Develop and Launch FA Practices:

Demonstrate mastery of the Thrivent Financial Advice Process and be able to model and coach on all elements.

Provide consistent launch support for new financial advisors in their first year while working alongside launch matrix partners.

Support financial advisors and teams to develop/execute a business plan to achieve their goals that leverage relationships within their natural market, referrals, and communities in partnership with the Member Engagement team and Marketing team.

Conduct joint field work with financial advisors to observe, offer feedback and help with case consultation, and delivery as needed.

Align with matrixed partners to grow future team leaders and team members.

Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.

Connect with local leadership and matrix partners to stay informed on best practices and changes that directly impact the business.

Market Management and Culture:

Engage financial advisorsin the market by providing opportunities for learning, development, and connections to build up confidence, competence, and culture.

Develop a healthy culture within the market, driving strong market results, and ensuring a culture of excellence in the team.

Ensure collaboration with matrix partners to support new financial advisors.

Facilitate connections between new financial advisors and experienced financial advisors to provide additional joint field work or practice experiences for new financial advisors.

Support and foster the culture created with the area vice president and channel stakeholders.

Responsible for monitoring and maintaining appropriate budget parameters throughout the year.Collaborate with matrix partnership and operational leadership for investments in the area as needed.

Working in the Matrix:

Serve as a point of contact for relationships with dedicated matrix partners and establish ongoing cadence for connections. Execute plans for integration and leverage within the market.

Engage all matrix partners to leverage their expertise and skills for business processes and systems.

Work with the Community Engagement team and others to develop and implement advisor growth plans.

QUALIFICATIONS & SKILLS:  

 Required:

Four-year college degree strongly preferred.

5+ Years in the financial service industry attracting and hiring new talent preferred.

Demonstrated track record of attracting, selecting, and developing financial advisors.

Experience hiring financial advisor on teams.

Once financialadvisors are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where financial advisors are conducting business and receiving commissions.

Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.

Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providingclients wholistic, purpose-based advice.

Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote, and demonstrate usage of tools as needed.

Will and skill to commit to joint field work expectations.

Licensing:

FINRA Series 7, 63/65 or 66 required or obtained within 90 days. 

State insurance licensed and appointed in life, health and variable lines of authority or at tained within 90 days. 

State securities registered and insurance licensed and appointed in all states that comprise the Advisor Group or are aligned to specific financial advisors that are assigned.  

Satisfactory background check and clean compliance record.

Flexibility to travel within the area (may include overnight), up to 50%, and conduct business during evening hours.

Must have own vehicle to use for business purposes.

Demonstrated track record of satisfactory performance.

Pay TransparencyThrivent’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. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $145,000 - $211,000 per year, which is dependent upon performance and 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 otherstatus 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.

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

Recently Posted Jobs

Explore more opportunities at Thrivent

See more jobs