Thrivent · 1 month ago
Senior Investment Product Specialist
Minneapolis, MN
Full-time
Onsite
Senior Level
$104K/yr - $140K/yr
5+ years expThrivent is a membership-owned fraternal organization dedicated to helping people achieve financial clarity through various financial services. The Senior Investment Product Specialist will perform research and assist in the development and implementation of marketing strategies for investment products, ensuring effective positioning and support for financial representatives and institutional clients.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Provide subject matter expertise on product lines and industry specific tools and systems in order to assist the field, sales desk, wholesalers, and members of marketing and product management. Connect Thrivent Asset Management opinions and strategies with field-oriented materials and resources
Assist in the day-to-day management and support of Thrivent’s product lines. This may include analyzing and monitoring investment options (including investment philosophy and process, style drift and performance); producing marketing, trade-related and performance materials; participating on quarterly teleconference updates or other field communications; answering internal and external questions; and maintaining required compliance documentation
Serve as Product team data lead and collaborate with Investments, Accounting, Compliance, Marketing and Digital teams and various other internal and external partners as needed
Perform quality control data checks and produce time-sensitive monthly, quarterly and ad-hoc reports used for marketing collateral and by senior leadership
Assist with the development of sales ideas that motivate financial professionals to sell products irrespective of market or economic conditions and contribute to the effectiveness of Thrivent’s sales force by providing product support
Perform investment product case analysis and model portfolio reviews in support of the Thrivent Asset Management business lines. These efforts may range from high-level to intermediate case analysis to assistance with advanced product applications or portfolio construction
Contribute to the achievement of sales objectives by providing marketing support to the wholesaling and sales desk areas. This may be accomplished by researching, maintaining, and distributing current information on competitors’ products; developing product tips and ideas, and providing other information as needed
Contribute to ongoing product strategy and product development initiatives and help maintain competitiveness in product offerings by collaborating with Product Management colleagues and cross-functional teams as appropriate. Provide research and design assistance for new products and enhancements to existing products
Qualification
Required
College degree plus 5-7 years of experience, or a graduate business degree plus 3-5 years of experience
Ten-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience
FINRA SIE, Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer
Progress towards an advanced industry designation such as CFA, ChFC, CFP, CIMA, or CLU is preferred
Must have strong investment acumen including knowledge of modern portfolio theory statistics
Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication skills, and the ability to influence others without direct control
Preferred
Knowledge and experience using investment-related software tools such as Morningstar Direct, FactSet, Aladdin, ISS Market Intelligence Simfund Enterprise, Bloomberg, and/or Zephyr StyleADVISOR
Strong Microsoft Excel and PowerPoint skills
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
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
5001-10000 employees
H1B Sponsorship
Thrivent has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Teresa Rasmussen
President & CEO
Kelly Baker
Executive Vice President, Chief Human Resources Officer
Recent News
2026-01-23
2026-01-22
2025-11-28
Company data provided by crunchbase