Thrivent · 2 days ago
Director of Dedicated Planning Operations
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FinanceFinancial Exchanges
Insider Connection @Thrivent
Responsibilities
Oversee workflow and job responsibilities of planning department team members
Lead training and development for planning department team members
Work with leadership to build out planning department infrastructure as needed
Identify and offer recommendations on how to optimize workflows
Keep up-to-date knowledge of financial planning concepts and industry and assist rest of team in upkeeping relevant knowledge for their respective positions
Work with Financial Planning Coordinator to oversee and improve processes for collecting client data
Work with Paraplanner to oversee and improve process for inputting and maintaining client data in MoneyGuidePro, client files, and Salesforce CRM
Facilitate process to gather and maintain customer suitability information
Together with Paraplanner, prepare and update written plans and presentation material for client meetings
Work with advisory team to refine process for creating and implementing written plans and insight summaries
Research and respond to client inquiries
Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Research and analyze investment and portfolio allocations
Assist in generating performance reports
Handle request for transfers of funds in and out of accounts by tasking to CSA for processing
Track cash balances for retirement account decumulation
Track tax planning elements through year to provide insights during tax season
Analyze cash flow and spending projections for clients
Other responsibilities as assigned by the Lead Advisor
Qualification
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Required
3+ years industry experience required
Certified Financial Planner or Chartered Financial Analyst designation required
Securities (7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
Extremely strong organizational skills
Strong communication and interpersonal skills
Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Preferred
Bachelor’s degree in Financial Planning, Finance, Accounting or Economics preferred
Benefits
Team bonuses ranging from 2-10% of annual salary
Health insurance stipend with HSA matching
Simple IRA match
80 hours of PTO
20 hours of volunteer time off
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
Funding
Current Stage
Late StageRecent News
2024-04-26
2024-04-26
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