drjobs Manager, Money Mentor

Manager, Money Mentor

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1 Vacancy
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Job Location drjobs

Minneapolis, MN - USA

Yearly Salary drjobs

$ 118105 - 159788

Vacancy

1 Vacancy

Job Description

The Manager Money Mentor will lead the Banks Money Mentor financial coaching feature available to Thrivent Money clients to help clients build financial confidence resilience achieve financial goals and strengthen their financial literacy.


This role will oversee a team of Money Mentors develop coaching standards and collaborate with internal and external stakeholders to scale impact and ensure alignment with the Banks strategic imperative to promote financial wellbeing through accessible advice.



DUTIES & RESPONSIBILITIES:

Strategic leadership

  • Define design and develop the overall curriculum for the Money Mentor feature using human-centered design and behavioral science research.

  • Identify opportunities to refine the feature and drive program innovation to meet performance objectives.

Program Management and Operations

  • Design and implement a scalable coaching model across various channels (virtual phone chat)

  • Oversee performance metrics evaluation tools and reporting systems to assess program effectiveness and client outcomes.

Team Leadership

  • Hire train and manage a team of 7-10 Money Mentors across multiple remote locations

  • Foster a culture of empathy accountability continuous improvement and excellence in client service and experience.

Partnerships and Collaboration

  • Work cross-functionally with product marketing compliance and digital teams

  • Establish partnerships with Bank call center and Thrivent Virtual Advice (as appropriate and warranted)

Compliance and Quality Assurance

  • Ensure all coaching activities are complaint with Federal and State regulations

  • Maintain high ethical standards and protect client confidentiality and privacy

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

This role is primarily an individual contributor with exposure to Thrivent Bank senior leadership and their teams.

QUALIFICATIONS & SKILLS:

Required:

  • Bachelors degree

  • 5-7 years of active financial coaching for individuals younger more diverse a plus (18-34 years old)

  • 5-7 years of experience in personal finance financial wellness financial coaching training/facilitation

  • Ability to integrate needs assessment into practical action.

  • Excellent consultative and relationship skills.

  • Team player capable of working with success across diverse functional areas.

  • Proven experience applying and implementing experiences informed by human-centered design principles.

  • Outstanding interpersonal and communication/presentation skills.

Preferred:

  • Financial coaching certification (CCUFC AFC CPFC CFT CFEI or other)

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 $118105.00 - $159788.00 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 toor calland request Human Resources.


Required Experience:

Manager

Employment Type

Full-Time

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