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Thrivent · 7 hours ago

Director, National Accounts - Intermediary Distribution

United States

Full-time

Hybrid

Senior Level, Lead/Staff

$350K/yr - $400K/yr

10+ years exp

Thrivent is a membership-owned fraternal organization dedicated to helping people achieve financial clarity. The Director, National Accounts, Intermediary Distribution is responsible for developing and executing strategic initiatives to grow and manage relationships with key intermediary partners, driving product distribution and revenue growth while leading a team focused on enhancing distribution effectiveness.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Develop and execute national account strategies to grow intermediary distribution channels in alignment with organizational goals and market opportunities

Lead cross-functional initiatives to strengthen partner engagement and enhance product positioning

Manage the annual travel and expense (T&E) budget and ensure timely completion of administrative tasks, including CRM updates, call reporting, expense submissions, and team meetings

Provide regular performance reporting and strategic insights to senior leadership

Build and maintain strategic relationships with key intermediary partners, including broker-dealers, financial advisors, and wealth management platforms

Serve as the primary contact for strategic accounts, ensuring exceptional service, satisfaction, and long-term success

Establish new distributor relationships and manage existing ones across independent broker-dealers, regional firms, banks, and wirehouses

Collaborate with internal teams and product specialists to support sales efforts, including RFP development and coordination throughout the sales cycle

Provide timely reporting and insights to senior leadership, and fulfill administrative responsibilities such as CRM updates, expense reports, and meeting participation

Lead, coach, and develop a high-performing team of account managers and distribution professionals

Provide strategic guidance and leadership to drive business development and team performance

Ensure efficient allocation of time and human capital across distribution efforts

Create the national accounts annual business plan and drive growth results

Foster a culture of accountability, collaboration, and continuous improvement

Drive revenue growth through strategic sales initiatives, product onboarding processes, and capitalizing on networking opportunities

Monitor performance metrics and KPIs to ensure sales targets are met or exceeded

Launch new products across platforms and firms and support product onboarding and distribution

Assess platform potential by evaluating sales capacity, access, firm size, growth rate, and revenue-sharing requirements

Conduct product demand assessments on wealth management platforms to identify distribution growth opportunities for Thrivent Distributors Inc. investment products

Partner with sales leadership to identify target firms and develop strategic business development approaches

Manage strategic platform relationships, including home office contacts, product gatekeepers, platform managers, and due diligence teams

Support fund and ETF inclusion in home office models to expand product reach

Deliver exceptional service to platforms and firms to foster engagement and long-term partnerships

Collaborate with sales team, marketing and product specialists to drive advisor awareness and adoption of approved products

Stay informed on industry trends, regulatory changes, and competitor activities to guide strategic decisions

Identify new opportunities for product distribution and market expansion

Monitor sales trends, advisor behavior, and platform dynamics to inform strategy and provide actionable insights to senior leadership

Deliver market intelligence by analyzing the competitive landscape and evolving needs of firms and advisors

Highlight process gaps and opportunities and recommend improvements to support strategic growth

Monitor sales trends, advisor behavior, and platform dynamics to inform strategy and senior leaders

Ensure all distribution activities comply with internal policies and external regulations

Oversee contract negotiations, renewals, and compliance reviews with intermediary partners

Adhere to all compliance guidelines including use of approved marketing materials, prospectus requirements and proper licensing

Model Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes

Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients

Qualification

Intermediary distributionStrategic partnershipsInvestment productsLeadership experienceFinancial salesRegulatory requirementsMicrosoft Office SuiteSalesforceBroadridge systemsAnalytical skillsEntrepreneurial mindsetCommunication skillsNegotiation skillsRelationship-building skillsTeam leadershipCollaborationDetail-oriented

Required

Bachelor's degree in Business, Finance, Marketing, or related field

10+ years of experience in intermediary distribution, national accounts, or financial sales within the insurance or financial services industry

Demonstrated leadership experience in managing strategic partnerships

Deep understanding of investment products, distribution platforms, insurance products, and regulatory requirements

Excellent communication, presentation, negotiation, and relationship-building skills

Ability to travel 35% to 50% for overnight nationally as needed

Proven track record of success in developing new and existing firm relationships

Intelligent, driven, detail-oriented, hard-working, and able to work effectively with professional, high caliber executives in various business areas

Strong analytical skills are essential for assessing competitors and effectively positioning our products to reflect our competitive advantages

Proven determination with ability to show persuasiveness and leadership in difficult situations

Ability to work collaboratively in approach and style

Achievement-oriented with entrepreneurial mindset and discipline to work independently

Completion of Series 7, 63/65 or 66

Advanced skills in Microsoft Office Suite, Salesforce, and Broadridge systems

Preferred

Master's degree (MBA or equivalent)

Advanced certifications such as CFA or CIMA

Experience selling investments or complex financial products into broker dealers and wirehouse platforms

Existing relationships with key financial advisors and intermediary networks

Familiarity with CRM systems and data analytics tools for performance tracking

Proven leadership experience managing teams and setting strategic objectives

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

Glassdoor3.7

Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Founded in 1902

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.thrivent.com

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 (6)

2024 (9)

2023 (15)

2022 (6)

2021 (2)

2020 (2)