Description
Thrivent’s Purpose: Why we existWe believe humanity thrives when people make the most of all they’ve been given.
Thrivent’s Promise: What we exist to do
We help people achieve financial clarity, enabling lives full of meaning and gratitude
Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Professionals
Thrivent Financial, a Fortune 500 diversified financial services firm, is embarking on a Distribution Transformation focused on growing new advisors and enabling practices who provide advice and solutions to Thrivent clients. The Relationship Manager for the National Practice Accelerator (NPA) program will support a distinct platform for Thrivent’s advanced team-based practices. These practices receive expert coaching/consulting, enhanced services, and greater flexibility. These 85-100 advanced team-based practices represent approximately 8- 10% of Financial Advisors capacity, 20% of Annual New Business Production (ANBP) and 50% of Investments.
The Relationship Manager serves as the strategic integrator for NPA practices, translating vision into execution by aligning people, priorities, and resources around the practice’s growth strategy. In close partnership with the Sr. Practice Growth Director, the Relationship Manager ensures the development and activation of a clear, actionable growth plan, driving alignment and momentum against agreed-upon objectives. The Relationship Manager assumes end-to-end ownership of execution, proactively navigating barriers, coordinating across stakeholders, and ensuring follow-through on key initiatives. Acting as a central orchestrator, the Relationship Manager connects practices to the right capabilities across NPA, curating and integrating services in a way that accelerates outcomes rather than simply facilitating access.
This can be a remote position within the US.
Job Duties and Responsibilities
- Serves as the strategic integrator for assigned NPA practices, aligning stakeholders, resources, and priorities to translate growth strategy (defined in partnership with the Sr. PGD) into coordinated, actionable execution plans
- Maintains deep understanding of NPA services, programs, and strategic priorities, enabling tailored integration of support based on each practice’s growth stage, needs, and objectives
- Maintains a knowledge base of the package of distinctive NPA offerings to intentionally curate and integrate the right services, expertise, and support models to accelerate outcomes, rather than simply directing practices to available offerings
- Partners closely with the Sr. PGD as a unified leadership pair, reinforcing strategic alignment, informing decisions with practice-level insights, and ensuring consistency between vision, planning, and execution
- Drives disciplined execution and follow-through, proactively identifying risks, removing barriers, and coordinating across stakeholders to maintain momentum and ensure delivery against priorities as agreed upon by Sr. PGD and NPA practices
- Responsive and accountable to inquiries from assigned NPA practices; applies pattern recognition across practices to identify common challenges, emerging opportunities, and systemic gaps. Identified opportunities to partner with Sr. PGDs and Home Office stakeholders to create solutions, enhance offerings, and improve scalability
- Onboards and integrates new practices into the NPA platform, ensuring a seamless transition, clear understanding of expectations and offerings, and early alignment to growth priorities and engagement model. Ongoing, the relationship manager will ensure the practices stay apprised of platform changes (e.g., offerings, required commitments)
- Leads business planning and structured engagement rhythms (e.g., quarterly planning, consulting meetings, business reviews), ensuring alignment on goals, clarity of next actions, and shared accountability between NPA and the practice
- Continuously monitors performance against growth objectives, using data and insights to assess progress, identify gaps, and inform adaptive changes to strategy and execution in partnership with the Sr. PGD
- Acts as the primary integrator across Home Office and COE partners, building strong relationships and leveraging subject matter expertise to advance practice objectives and navigate complex challenges
- Ensures a high-quality, differentiated practice experience, reinforcing clarity, consistency, and value delivery across all interactions and touchpoints within the NPA engagement model
- Proactively engages with practices to build trusted partnerships, developing a deep understanding of each practice’s business model, leadership dynamics, growth trajectory, and evolving needs
- Develops strong working relationships throughout the Home Office and communicates proactively with stakeholders to translate practice needs and insights into actionable feedback that informs prioritization, resource allocation, and future capability development
- Holds accountability for outcomes, with success measured by practice growth, execution effectiveness, and overall practice satisfaction with the NPA partnership and platform
Required Job Qualifications
- College degree or equivalent in work experience
- 10-12 years of diverse experience in the financial services industry. Broad depth of understanding of financial services industry products, including annuities, settlement options, life, health, mutual funds, and brokerage current and past. Includes keeping abreast of company and industry changes
- Deep understanding of what financial professionals and teams need to be successful
- Depth and diversity of experience supporting teams grow through practice management and advanced teaming models
- Solid understanding of Thrivent’s field structure, hierarchy, roles, responsibilities, and internal platforms and systems including Salesforce, e-app, CAP, Livelink, AWD, etc.
- Strong performance history with a track record of success in multiple roles
- Very High level of empathy and energy with a passion for providing excellent client service and who thrives in a fast-paced environment
- Strong communication, organizational, and prioritization skills
- Experience with presenting and/or training a large group of individuals
- Has demonstrated the ability to quickly identify issues and use solid problem solving skills
- Ability to see the big picture, look upstream and downstream to anticipate development needs and identify new growth opportunities for NPA practices
- Aspires to obtain/working toward professional designation (i.e.- ChFC, CFP, etc.)
Other Critical Factors
- Demonstrated accountability for their own results, as well as results in influencing without authority
- Ability to flex hours based on the demands of the job, assigned time zone, and seasonality
- Occasional travel to Group field offices, branch offices, or other NPA events (10-15%)vents (10-15%)
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 other status 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.