Thrivent · 2 days ago
Operations Manager
Minneapolis, MN
Full-time
Onsite
Mid Level
$55K/yr - $75K/yrThrivent is a purpose-driven financial planning and wealth management team serving women and couples navigating life transitions. The Operations Manager will serve as the operational backbone of the advisory practice, supporting client experience and workflow execution, while also identifying opportunities to streamline processes as the practice grows.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Serve as first point of contact for client communications, screening and triaging emails and calls, researching responses, delegating appropriately, and documenting all activity in CRM to support a timely, high-touch client experience
Act as a time multiplier for the lead advisor by organizing priorities, protecting focus time, anticipating needs, and reducing administrative friction
Prepare and support client meetings, including case prep, documentation coordination, tracking follow-up, and managing workflows with accuracy and urgency
Own pending business tracking and service task execution, proactively monitoring items through completion and providing status updates to clients and team members while coordinating required documentation and forms
Own the tracking of pending business and client service items, including following workflows, providing proactive status updates to clients and team members, and researching inquiries
Support annual client service initiatives and value-add projects throughout the year
Identify opportunities to streamline processes and improve systems as the practice grows
Qualification
Required
Ability to manage multiple priorities with strong attention to detail and maintain a high level of accuracy and follow-through in a fast-paced environment
Willingness to learn and develop knowledge of the firm's products, services, planning approach and processes. Willingness and ability to obtain future securities and insurance licensing
Demonstrated professionalism and discretion, with the ability to communicate confidently and professionally while maintaining confidentiality of sensitive client and firm information
Strong technical aptitude and comfort using business tools such as Microsoft Word, Excel, PowerPoint, and CRM systems, or the ability to learn new technology quickly
Judgment, Critical Thinking, and Problem Solving: Applies sound judgment and critical thinking when researching account inquiries, determining next steps, managing client expectations, and identifying when escalation is appropriate
Ownership and Execution: Takes responsibility for assigned work from start to finish, proactively tracks pending items, follows through on commitments, and supports timely completion of client service and business needs
Planning and Organizing: Effectively prioritizes work, tracks details, and manages multiple tasks and deadlines with accuracy and consistency in a fast-paced environment
Client-Centered Communication: Communicates clearly, professionally, and proactively with clients and team members to support a positive, responsive, and consistent client experience
Learning Agility and Adaptability: Demonstrates openness to feedback, a willingness to learn new systems and processes, and flexibility as responsibilities evolve and the practice grows
Preferred
Securities, insurance, or financial services experience preferred but not required
Executive administration or project management experience preferred but not required
Benefits
Career Development: Tuition reimbursement, mentorship, licensing support
Benefits: Generous PTO, Retirement matching, Employer Health Reimbursement Account
Additional Perks: Volunteer day off, complimentary Thrivent membership
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
Founded in 1902
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