Launch Specialist
Launch Specialist
Posted on :
29-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Yearly Salary
$ 65765 - 88976
Vacancy
1 Vacancy
Posted on :
29-04-2025
Job Description
The Launch Specialist will be responsible for owning the launch process for all new financial advisors by maintaining consistent processes and communication throughout the new advisors first 6 months of tenure. They will be accountable for maintaining a quality new advisor experience and adhere to the Launch Standard Operating Procedures (SOPs). The Launch Specialist will report to the Manager Launch in the Advisor Growth Center of Excellence (COE) but will collaborate with Thrivent Advisor Group leaders Advisor Group support staff and others in the Advisor Growth COE to ensure a top quality new advisor experience resulting in increased retention. The Launch Specialist is a critical communication point between multiple functions in both the Thrivent Advisor Groups and the Advice COE. They will have to effectively lead through change and be agile in their approach to work responding to an everchanging environment.
This can be a remote position within the US. However our ideal candidate will need to be comfortable supporting individuals who are in MT and PT time zones.
DUTIES & RESPONSIBILITIES:
- Owns and maintains the effective and continuous improvement of the Associate Representative role and the first two months of the new Financial Advisor (NFA) launch and onboarding process for the Advisor Growth COE. Ensure consistency across Thrivent Advisor Groups (TAGs) by of the Launch SOPs and other resources.
- Establishes strong relationships with the NFAs as a key resource during their first 6 months. Maintain open communication and regular checkins to evaluate progress and needed support. (The Launch Specialist checks in 12 times during the timeframe of licensing and then meets daily with an Associate Representative (AR) for the first two weeks of Advisor Foundations training with the TAGs entire class and then moves to weekly one/one through Foundations continuing till the end of month 6.
- Coaches to a model work week for each NFA and monitors progress and results. Approves timecard entries and communicates overtime as outlined in the LS Timecard SOP.
- Monitors candidates performance metrics as reported in the Launch Dashboard and verifies for accuracy. Continually coaches performance to target levels during Associate Representative one/one meetings. During Advisor Foundations the Launch Specialist monitors and coordinates check point conversations and recommends corrective action to leadership as applicable.
- Tracks progress through the formalized training period and provides consistent reports to leadership through B2E email and conversation. Prepare insights related to launch metrics to leadership team; seeks to understand any issues in the process and works with leaders to find solutions. Provides coaching to field leaders around Foundations calendars the Foundations syllabus performance metrics joint fieldwork (JFW) processes Team Sponsored Launch (TSL) onboarding Integrity Selling Home and Office support. Attends and presents at the COE Matrix meeting to ensure complete understanding of the candidates and Licensing Trainee progress as they approach the Associate Representative role.
- Manage Thrivent Advisor Group call rallies. Coordinates presenters coaching breakout rooms and reporting. Will also coordinate companywide call rallies.
- Manages and maintains the JFW program. Coordinates schedules and facilitates communication and JFW between NFAs veteran FAs/and appropriate leadership. Ensures JFW coverage by hosting open office hours and communications with Field Leadership.
- Guides Associate Representatives and NFAs through the onboarding process by acting as the liaison to leaders and resources to ensure an effective onboarding experience within a matrix environment.
- Collaborate with Advisor Group leaders and staff to maintain a quality new advisor launch experience and bring forward best practices for team discussion for potential implementation.
- Models Thrivents Leadership Competencies Model the Way Rally the Team and Deliver Outcomes by demonstrating resiliency working together to make the best decisions and holding yourself and others accountable.
- Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement exceptional employee engagement and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose promise and values ensuring that Thrivents trust and reputation remain strong with its clients.
Advisor Group Leadership Team veteran Financial Advisors new Financial Advisors Centers of Excellence: recruiting contracting & licensing launch and practice management teams; Human Resources Risk Management Marketing Engagement Leaders Business Consultants Advice COE and other related stakeholders and business partners as described in the duties and responsibilities.
QUALIFICATIONS & SKILLS:
Required:
- Bachelors Degree or equivalent experience required.
- 3 years of industry experience preferred; experience in sales driving results coaching facilitation presentation conflict management and collaboration. Understand the role of the Financial Advisor and the proficiencies and activities required for success
- Experience organizing and prioritizing multiple projects and staff relationships.
- Experience working both independently and in a teamoriented collaborative environment is essential.
- Proficiency in Microsoft Office suite and ability to learn other software systems (Salesforce etc.
- Reacts to and has ability to pivot during project adjustments shifting priorities demands timelines and alterations promptly and efficiently. Flexible during times of change.
- Conflict management skills including being persuasive encouraging and motivating. Skills to elicit cooperation from a wide variety of sources and knowing when to escalate.
- Strong written and verbal communication skills as well as customer service skills.
- Demonstrate enthusiasm for the career and for Thrivent.
- This position is a dual role and may / may not require licensing. Please reference the chart at the end of this document for job duties and responsibilities and the licenses that are needed for a licensed position. As a result all required licenses might not be identified in the Job Qualifications section above. These job duties and responsibilities also need to be included in the respective sections of a job posting when posting a licensed role.
Pay Transparency
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 toor calland request Human Resources.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
