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Thrivent · 1 day ago

Practice Growth Director

United States

Full-time

Remote

Mid, Senior Level

$78K/yr - $105K/yr

5+ years exp

Thrivent is a company focused on helping others thrive with purpose, and they are seeking a Practice Growth Director to drive productivity and growth within their practices. This role involves partnering with various leaders to enhance advisor productivity, manage succession planning, and achieve growth goals for new business production.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Drive growth in ANBP, acquiring new clients, and achieving investment revenue targets (RFOB), with full accountability for meeting these performance metrics

Enhance the growth and productivity of experienced financial advisors by supporting their practices and succession planning. Focus on expanding target practices through the identification of specialized roles, robust annual business planning, and assistance with complex revenue-sharing agreements

Demonstrate a strong commitment to and deep understanding of the organization’s purpose-based advice strategy and solutions. Ensure consistent delivery of a high-quality advice experience and implement both protection and investment product solutions

Proactively support experienced advisors with business plans and goals through efficient communication. Coach them and provide necessary tools to ensure their success. Develop and implement strategies to enhance practice productivity, including book management, client service models, and staffing

Coach and promote collaboration among advisors of varying tenures and productivity levels through peer-to-peer forums, one-on-one coaching, and regional meetings

Support group capacity growth by retaining experienced advisors and enhancing practices through effective teaming and advice capacity additions. Build strong advisor relationships to generate warm referrals for local groups and teams

Develop collaborative relationships with the National Practice Group, Advisor Growth, Advice, Wholesaling teams, and regional leaders, focusing on strategic alignment and addressing local advisor needs

Coach veteran practices and cultivate a positive and productive veteran advisor culture resulting in increased productivity, sales, revenue, new clients, practice leverage, and building team structures

Coach and support advisors on exploring and executing team models in partnership with the Succession, Teaming, and Joint Field Work teams

Enhance the professionalism of experienced advisor practices and ensure an exceptional client experience using the purpose-based advice framework

Foster cooperation between experienced and new advisors through joint field work and book management. Recognize and celebrate collaborative contributions and achievements

Assist in identifying the need to add to teams, sourcing candidates, and conducting interviews for target practices

Develop and implement advisor and team segmentation strategies, including facilitating study groups, helping advisors present ideas to peers, and building a positive culture with advisors and field leaders

Qualification

Coaching financial advisorsSalesforcePractice managementFINRA Series 7State insurance licensedPower BIClient service modelsTeam segmentation strategiesProfessional designationCommunication skills

Required

Four-year college degree strongly preferred

Minimum five years coaching financial advisors. Demonstrated experience and expertise working with more sophisticated advisors and practices strongly preferred

Experience in using the organization's advice platform, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and have an ability and willingness to model, promote and demonstrate usage of tools as needed

Expertise with foundational practice management topics required: client service models, adding staff/new advisors to a team or solo practice, model office, etc

Ability to present and facilitate large and small groups in order to drive understanding of concepts and practices that lead to experienced advisor success

Ability to utilize technology, like Salesforce and Power BI to connect with and coach advisors

FINRA Series 7, 63/65 or 66 required or obtained within 90 days

State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days

State securities registered and insurance licensed and appointed in all states that comprise the group area

Once advisors are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where advisors are conducting business and receiving commissions

Satisfactory background check and clean compliance record

Flexibility to travel within the region (may include overnight) and conduct business during evening hours

Preferred

Familiarity with more advanced practice management topics: revenue sharing teams, legal entity team structures, advanced staff roles is strongly preferred

Professional designation or history of significant progress toward achievement preferred

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 (10)

2024 (9)

2023 (15)

2022 (6)

2021 (2)

2020 (2)