Thrivent · 11 hours ago
Director of Operations
Germantown, WI
Full-time
Onsite
Mid, Senior Level
$85K/yr - $115K/yr
5+ years expThrivent is a financial services organization, and they are seeking a Director of Operations to oversee the function and performance of operations and support staff. The role involves driving initiatives for profitability, managing staff, and ensuring alignment with the company's vision.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Promote the firm’s mission, culture and core values through day-to-day leadership and management
Drive initiatives that help the firm enhance profitability and achieve business objectives
Develop, execute, and oversee workflow, processes, and Standard Operating Procedures for practice
Work with CEO to determine staffing needs
Determine training and onboarding plan for new hires
Develop and maintain job descriptions
Manage support staff including schedules and attendance, payroll and benefits, and performance monitoring
Develop criteria to gauge team effectiveness
Conduct bi-annual performance reviews
Prepare and facilitate weekly team meetings
Lead strategy, development, and implementation of projects
Drive culture within the team by assisting Marketing Specialist with team events and S&D items
Ensure marketing efforts are aligned with team vision by coordinating between Marketing Specialist and leadership team
Update policies and procedures in accordance with SEC and FINRA standards
Develop and maintain all regulatory files
Maintain contact info and relationships with vendors and maintenance providers
Monitor and support licensing and continuing education requirements for all members of the team
Step in as backup for others on the team as needed
Other responsibilities as assigned by CEO
Qualification
Required
Minimum 5 years of experience in the financial planning industry
Minimum 3 years of experience overseeing others
Ability to demonstrate leadership in daily responsibilities
Ability to train others on daily tasks
Ability to lead others through an assignment
Strong interpersonal skills with a commitment to continuous improvement
Complete knowledge of financial products used by the firm
Thorough understanding of the technology used by the firm and how it applies to clients
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Benefits
Team bonuses ranging from 2-10% of annual salary
Group health insurance with HSA matching
A simple IRA match
Starting 80 hours of PTO and 20 hours of volunteer time off per year
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