Field Onboarding & Integration Manager
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Job Description
Field Onboarding & Integration Manager at Thrivent leading onboarding specialists and enhancing advisor launch experiences. Managing training processes and team performance in financial services with a focus on continuous improvement.
Responsibilities:
- Lead a team of onboarding specialists focused on delivering a seamless launch experience for new financial advisors
- Manage the onboarding specialists and licensing coach roles
- Monitor key leading indicators such as licensing pass rates, appointments, advice, and PACE
- Partner closely with field developers to ensure advisor transitions are executed at the highest standard
- Serve as the primary point of contact for the Field Leaders on advisor-onboarding issues
- Oversee the end-to-end onboarding journey for new advisors
- Provide strategic leadership and oversight of the centralized candidate-support function
- Design and implement onboarding systems for both individual and group cohorts
- Monitor advisor engagement, satisfaction, and productivity metrics
- Partner with field leaders to deliver targeted interventions, resources, and coaching
- Track and analyze technology utilization metrics
- Build strong partnerships with IT, HR, Field Leadership, and other teams
- Facilitate feedback loops with field leaders and stakeholders
Requirements:
- Bachelor’s degree in finance, business administration, or a related field
- Demonstrated experience (5+ years) managing in the financial services industry
- Strong depth of knowledge with financial services tools, techniques, and resources such as Salesforce and MoneyGuidePro
- Experience in field onboarding or training within financial services or sales environments
- Skillset that supports the procurement and development of diverse talent
- Strong interpersonal communication and relationship-building skills
- Excellent planning and organizational skills
- Demonstrated ability to coach, mentor, and develop team members
- Proven capability to lead cross-functional collaboration
- Strong analytical and decision-making skills
- Ability to model Thrivent’s leadership competencies
- Experience managing through ambiguity and driving clarity
- State LHA, FINRA SIE, and FINRA Series 7, 63/65 or 66 required or obtained within 120 days.
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
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