Experienced Advisor Onboarding Consultant

The Experienced Advisor Onboarding Consultant is responsible for leading the onboarding and integration experience for experienced financial advisors and teams joining Thrivent beginning at the point of offer and continuing through the advisors first year ensuring a seamless compliant and high-touch journey that supports long-term success and retention.

Working in close partnership with the Advisor Transitions Consultant- who manages pre-onboarding activities- this role takes over at the transition point to deliver onboarding resources coordinate internal support and serve as the primary liaison for advisors during their first 30 days and beyond. The Onboarding Consultant provides indirect leadership to a matrixed onboarding team and collaborates across recruiting compliance operations and Centers of Excellence to ensure a consistent advisor experience. Acting as a trusted liaison and strategic consultant the Experienced Advisor Onboarding Consultant leverages data feedback and industry insights to continuously refine onboarding processes strengthen advisor engagement and align with Thrivents broader growth strategy and purpose-driven culture.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES :

Develop a comprehensive experienced advisor onboarding strategy aligned with the companys overall business objectives .

Develop and implement a repeatable scalable integrated onboarding framework for experienced advisors and teams ensuring a high-touch compliant and consistent experience from offer through full integration.

Own the onboarding experience from offer through full integration. Collaborate with cross-functional partnersincluding recruiting compliance operations and Centers of Excellenceand external firms to coordinate onboarding activities such as technology setup registration book transfers training etc.

Partner with a matrixed onboarding team and influence without authority- fostering a culture of accountability operational excellence and alignment with Thrivents purpose and values.

D eliver onboarding resources tools and training programs to accelerate advisor readiness confidence and engagement during their transition period.

Build and maintain relationships with advisors leaders and industry partners. Gathering advisor feedback data and market insights to refine transition processes strengthen advisor retention and inform ongoing strategy and resource development.

Act as the primary point of contact for advisors during onboarding providing strategic guidance dedicated support and issue resolution throughout their full onboarding and integration to Thrivent.

Monitor and report on onboarding performance metrics to evaluate effectiveness identify gaps and drive continuous improvement.

Model Thrivents leadership competenciesModel the Way Rally the Team and Deliver Outcomesthrough collaboration accountability and results orientation.

Describe below the audience this role will interact with and level of influence they will have on those roles .

Complex practices

Field organization

Individual contributors within Thrivent

Managers and / or Directors within Thrivent

Thrivent Senior Management

External vendors contractors and / or consultants

QUALIFICATIONS & SKILLS :

Required :

Bachelors degree in business finance human resources or a related field.

7 years of experience in the financial services industry with a strong understanding of advisor business models and firm structures (1099 W-2 RIA).

Proven experience leading advisor transitions or onboarding functions within a broker-dealer RIA or hybrid firm.

Strong understanding of the financial services industry including regulatory requirements and compliance standards.

Excellent communication interpersonal and negotiation skills.

Ability to build strong relationships with candidates advisors and internal stakeholders.

Strong analytical skills and proficiency in using applicant tracking systems and other recruiting tools.

Demonstrated ability to achieve recruiting goals and metrics.

Preferred :

Experience leading teams and matrixed relationships.

Pay Transparency

Thrivents long-term growth depends on attracting rewarding and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract reward and retain top talent. The applicable salary or hourly wage range for this full-time role is $124010.00 - $167778.00 per year which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including but not limited to location relevant experience skills and knowledge business needs market demand and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered : 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 and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan / policy documents. Thrivents plans / policies are subject to change at any time at Thrivents discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email to or call and request Human Resources.

Required Experience :

Senior IC

Key Skills

Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 124010 - 167778