Operations Relationship Management Specialist
The Relationship Management Specialist plays a critical role in supporting Thrivent’s financial advisors through daily service delivery, communication, and relationship-building. Reporting to the Relationship Manager, the Specialist executes engagement strategies, resolves operational issues, and proactively supports practice success through data insights, technology enablement, and continuous process improvement. With a strong focus on proactive communication and relationship building, the specialist helps coordinate meetings, send newsletters, and may conduct periodic in-person office visits. They are a trusted partner to corporate and field partners in helping advisors succeed by anticipating needs, reducing friction, and modeling Thrivent’s leadership competencies in all interactions.
DUTIES & RESPONSIBILITIES:
Provide support to and on behalf of the Relationship Team to assigned advisors and respective practices
Maintain profile of key advisors’ practice and teams, including personal level of accounts and preferences
Advocate for process and program improvement based on trends observed within corporate as well as field
Act on direction of Relationship Management Consultant or Leader, Relationship Management to resolve issues
Track key workflows (e.g., internal money movement, NIGO trends) and flag concerns or improvements to Relationship Management Consultant., and develop plans and provide guidance to mitigate further issues as needed
Regularly review data for trends and opportunities to improve advisor experience, surface to Relationship Management Consultant (help the Consultant see around the corner to plan and act accordingly)
Support advisor and support staff onboarding, team training, and digital adoption across platforms
Proactively communicate with practices by scheduling ongoing meetings and aligning field communications with Corporate Communications
May conduct in-person office visits on rotating schedule or at discretion of Leader, Relationship Management
The Relationship Management Specialist will model Thrivent’s leadership competencies
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s degree or equivalent in work experience
5+ years of professional experience in the financial services industry
Strong knowledge of financial products (e.g., annuities, life/health insurance, mutual funds, brokerage) and familiarity with systems such as Salesforce, e-app, SharePoint, and Chrorus/AWD
Proven ability to build trusted relationships and support cross-functional teams in a matrixed environment
Excellent communication, interpersonal, and customer service skills with a high degree of empathy and energy
Strong problem-solving and analytical abilities; uses data to support decisions and improve outcomes
Track record of success across multiple roles; adaptable, proactive, and performance-driven
Comfortable working in fast-paced environments and contributing to continuous improvement efforts
Demonstrates a growth mindset, professionalism, and alignment with organizational values
Preferred:
Solid understanding of Thrivent’s field structure, hierarchy, roles, and responsibilities as well as corporate operations and support
Pay Transparency
Thrivent’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. The applicable salary or hourly wage range for this full-time role is $70,434.00 - $95,294.00 per year, which 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 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.
#Remote
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DUTIES & RESPONSIBILITIES:
Provide support to and on behalf of the Relationship Team to assigned advisors and respective practices
Maintain profile of key advisors’ practice and teams, including personal level of accounts and preferences
Advocate for process and program improvement based on trends observed within corporate as well as field
Act on direction of Relationship Management Consultant or Leader, Relationship Management to resolve issues
Track key workflows (e.g., internal money movement, NIGO trends) and flag concerns or improvements to Relationship Management Consultant., and develop plans and provide guidance to mitigate further issues as needed
Regularly review data for trends and opportunities to improve advisor experience, surface to Relationship Management Consultant (help the Consultant see around the corner to plan and act accordingly)
Support advisor and support staff onboarding, team training, and digital adoption across platforms
Proactively communicate with practices by scheduling ongoing meetings and aligning field communications with Corporate Communications
May conduct in-person office visits on rotating schedule or at discretion of Leader, Relationship Management
The Relationship Management Specialist will model Thrivent’s leadership competencies
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s degree or equivalent in work experience
5+ years of professional experience in the financial services industry
Strong knowledge of financial products (e.g., annuities, life/health insurance, mutual funds, brokerage) and familiarity with systems such as Salesforce, e-app, SharePoint, and Chrorus/AWD
Proven ability to build trusted relationships and support cross-functional teams in a matrixed environment
Excellent communication, interpersonal, and customer service skills with a high degree of empathy and energy
Strong problem-solving and analytical abilities; uses data to support decisions and improve outcomes
Track record of success across multiple roles; adaptable, proactive, and performance-driven
Comfortable working in fast-paced environments and contributing to continuous improvement efforts
Demonstrates a growth mindset, professionalism, and alignment with organizational values
Preferred:
Solid understanding of Thrivent’s field structure, hierarchy, roles, and responsibilities as well as corporate operations and support
Pay Transparency
Thrivent’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. The applicable salary or hourly wage range for this full-time role is $70,434.00 - $95,294.00 per year, which 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 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.
#Remote
Apply To This Job