Mgr., Financial Plan Operations
Mgr., Financial Plan Operations
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$ 102023 - 138032
1 Vacancy
Job Description
Lead and manage diverse technical or professional teams to peak effectiveness and efficiency in order to deliver maximum results. Provide leadership and manage corporate divisional or departmental projects and solutions. Includes people process budget deliverables and strategic direction.
Job Duties and Responsibilities
- Build and maintain a highperforming team; select develop coach reward and recognize team members.
- Manage a diverse team of technical or professional staff within operations (e.g. BA BSA BPA underwriting training etc.) including recruitment selection performance management development and rewards.
- Manage work distribution resource management and staffing levels within workgroup.
- Monitor progress toward goals analyze variances and take corrective action as necessary.
- Develop team goals priorities and metrics.
- Provide staff with ongoing coaching and performance feedback.
- Coordinate the assessment and facilitation of ongoing training.
- Partner with legal and compliance to conduct operations in compliance with pertinent laws and regulations.
- Assist and help to resource corporate divisional or department projects or operational improvements that deliver improved performance of the operational unit. Monitor industry and business trends to determine areas of opportunity with a view to improved productivity and/or customer experience. Lead and/or participate in the execution of such improvements.
- Implement and manage corporate divisional or department projects and product solution(s) within business area.
- Provide overall business leadership to maintain and improve the integrity and quality of systems data and processes in support of enterprise needs. Provide leadership to identification definition and implementation of system changes and enhancements. Manage and approve appropriate security access.
- Serve as liaison between business units IT and projects in the prioritization of work and resourcing needs to provide coordinated and timely service to business partners and users.
- Administration oversight and supervision of feebased plans
Required Job Qualifications
- College degree or equivalent
- 2 years people leadership experience
- Knowledge of financial products preferred
- Professional credentials preferred (e.g. FLMA ALHC CLU)
- Strong communication/interpersonal skills with emphasis on customer service conflict management teamwork and coaching skills
- Knowledge of TF products
- Systems and project leadership experience desired
- Experience with significantly improving processes and leading change
- Demonstrated ability to maintain an external perspective of emerging management and operations trends
- Experience leading teams through change
- FINRA Series 7 and 63/65 or 66 required or obtained within 90 days of hire/transfer
- Experience with feebased portfolio administrative systems and tools in an operational environment; preference for working knowledge of Advice Pay
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:
Manager
Employment Type
Full-Time
