[Remote] Operations Specialist, Thrivent Advisor Network

Note: The job is a remote job and is open to candidates in USA. Thrivent is a company committed to helping people thrive with purpose. They are seeking an Operations Specialist to execute efficient operational tasks to support TAN Advisory Teams and maintain relationships with internal and external partners.ResponsibilitiesReview new account and financial plan paperwork, as well as custodial account set up at Fidelity and Schwab, to decide if submission is in good order. Follow-up with Advisory Teams as needed to educate and ensure compliance with all requirements prior to acceptance of new businessAdminister new account setup and ongoing maintenance of managed accounts in Black Diamond and Orion for multiple Advisory Teams submitting daily new business and servicing requestsUtilize Advice-Pay to review financial plan payments, agreements, and deliverables for in good order submissionRespond promptly to emailed inquiries from TAN Advisory Teams about TAN Operations, Technology, and Compliance processes and proceduresPartner with Sr. Operations Specialist to learn and administer Advisory Services provided by TAN. This may include client account billing, performance reporting, revenue processing, outside RIA products, Client Forms, and client/Advisor book of business reportingAdminister Home Office, Advisor, Field Staff, and Client access to TAN systems, ensuring compliance with policies and regulations on Advisor and Client data privacyWork independently to keep service level standards and deadlinesEngage in multiple RIA operations disciplines and support efforts across team functionsParticipate in cross-organizational improvement projects that drive efficiencies and scale for both TAN and Thrivent distributionApply Continuous Improvement principles to improve TAN Advisory Team experienceBuild partnerships that deliver consistent advisor and client experiences and issue resolutionConsult (function as liaison) with corporate partners to uncover solutions to TAN ad hoc business issuesBuild and maintain a high quality and professional working relationship with team members, internal business units and all field professionals, may serve as primary customer contact as assignedPartner with managers and other team leaders in the development and implementation of business processes and programs, standard operating procedures, documentation and other support materials required for unit operation; and supports projects and special initiatives which support corporate growth and continuous improvement of operationDemonstrate quality customer service through detailed, accurate and prompt communications to the field and clients. Accurately completes various processing activities, provide high level technical expertise/guidance, and swings between teams as volumes warrantEffectively solve a variety of issues as encountered within the team with minimal direction. Performs quality control and reviewAssess inefficiencies and offer solutions that maximize the scale of our operationsBe positive and open mindedSkillsFour-year degree or minimum of five years financial services related work experiencePassion for and experience with Registered Investment Advisor operational componentsWorking knowledge of industry leading third-party portfolio management and customer relationship management solutionsFamiliarity with industry leading technology toolsetsGreat interpersonal skills with financial advisors, office staff and internal operations experts enabling the achievement of common goals and effectively identifying and resolving service obstaclesProven ability to support advisor growth that aligns with regulatory compliance standards and company policiesProcess improvement mindset and ability. Demonstrated ability to improve processesStrong Microsoft tools skills – Excel, Word, PowerPointFINRA series 7 and 66 strongly preferredSpecific working knowledge of Black Diamond, Orion, Fidelity and SchwabExperience with Advisor and client account transitions to a Registered Investment Advisor is preferredSharePoint knowledge and experienceBenefitsVarious bonuses (including, for example, annual or long-term incentives)Medical, dental, and vision insuranceHealth savings accountFlexible spending account401kPensionLife and accidental death and dismemberment insuranceDisability insuranceSupplemental protection insurance20 days of Paid Time Off each yearSick and Safe Time10 paid company holidaysVolunteer Time OffPaid parental leaveEAPWell-being benefitsOther employee benefitsCompany OverviewThrivent is a financial services organization that helps Christians be wise with money and live generously. It was founded in 1902, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 5001-10000 employees. Its website is https://www.thrivent.com.Company H1B SponsorshipThrivent has a track record of offering H1B sponsorships, with 1 in 2026, 10 in 2025, 9 in 2024, 15 in 2023, 6 in 2022, 2 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.