Onboarding Consultant
Employment Information
Job Description
Experienced Advisor Onboarding Consultant leading onboarding for financial advisors at Thrivent. Collaborating with multiple teams to ensure a seamless integration process.
Responsibilities:
- Develop a comprehensive experienced advisor onboarding strategy aligned with the company's overall business objectives
- Develop and implement a repeatable, scalable, integrated onboarding framework for experienced advisors and teams, ensuring a high-touch, compliant, and consistent experience from offer through full integration
- Own the onboarding experience from offer through full integration
- Collaborate with cross-functional partners—including recruiting, compliance, operations, and Centers of Excellence—and external firms to coordinate onboarding activities such as technology setup, registration, book transfers, training, etc
- Partner with a matrixed onboarding team and influence without authority- fostering a culture of accountability, operational excellence, and alignment with Thrivent’s purpose and values
- Deliver onboarding resources, tools, and training programs to accelerate advisor readiness, confidence, and engagement during their transition period
- Build and maintain relationships with advisors, leaders, and industry partners
- Gathering advisor feedback, data and market insights to refine transition processes, strengthen advisor retention, and inform ongoing strategy and resource development
- Act as the primary point of contact for advisors during onboarding, providing strategic guidance, dedicated support and issue resolution throughout their full onboarding and integration to Thrivent
- Monitor and report on onboarding performance metrics to evaluate effectiveness, identify gaps, and drive continuous improvement
- Model Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—through collaboration, accountability, and results orientation
Requirements:
- Bachelor's degree in business, finance, human resources, or a related field
- 7+ years of experience in the financial services industry, with a strong understanding of advisor business models and firm structures (1099, W-2, RIA)
- Proven experience leading advisor transitions or onboarding functions within a broker-dealer, RIA, or hybrid firm
- Strong understanding of the financial services industry, including regulatory requirements and compliance standards
- Excellent communication, interpersonal, and negotiation skills
- Ability to build strong relationships with candidates, advisors, and internal stakeholders
- Strong analytical skills and proficiency in using applicant tracking systems and other recruiting tools
- Demonstrated ability to achieve recruiting goals and metrics.
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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