Manager, Advisor Succession, Acquisitions and Teaming
Manager, Advisor Succession, Acquisitions and Teaming
Posted on :
25-07-2025
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1 Vacancy
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Yearly Salary
$ 118105 - 159788
Vacancy
1 Vacancy
Posted on :
25-07-2025
Job Description
The Manager Advisor Succession Acquisitions and Teaming plays a pivotal role in developing and executing our comprehensive advisor succession acquisition and teaming strategy within the organizations advisor ecosystem. This role is essential in managing the technical and specialized coaching and consulting related to succession acquisition teaming (Professional Practice consulting) and continuity (death and disability) ensuring exceptional experiences for advisors teams and clients. Responsibilities include providing direct consultation to financial advisors and teams building close partnerships with key organizational leaders within Advisor Practice Solutions Distribution teams and other internal partners. This Manager will lead a team of dedicated teaming and succession consultants assess and adapt program processes tools and education to align with the organizations strategic goals. This role will also balance strategic planning with hands-on program execution and drive the successful implementation of succession and teaming initiatives across the organization.
Please note this position can be located anywhere within the US.
DUTIES & RESPONSIBILITIES:
- Provide leadership and strategic direction to a team of succession and teaming consultants driving the successful influence or execution of transition strategies teaming programs and initiatives to ensure impactful outcomes.
- Lead the development and implementation of robust succession acquisition and teaming planning programs ensuring alignment with Thrivents objectives and industry best practices.
- Guide high-profile financial advisors and teams through complex succession acquisition and teaming planning scenarios offering expertise to achieve seamless transitions and continuity of client care.
- Ensure a significant percentage of advisors approaching retirement have actionable succession plans that support client retention and practice sustainability.
- Build and maintain programs that encourage early engagement of financial advisors in their succession or acquisition planning processes.
- Partner with key stakeholders including legal compliance and HR teams to align transition strategies with company policies and regulatory requirements.
- Accelerate the organizations capabilities to facilitate external acquisitions aligning efforts with strategic growth initiatives and advisor readiness.
- Collaborate with Practice Growth Directors and Capacity Growth COE to develop teaming and acquisition readiness programs and support successful advisor practice transitions.
- Oversee the Advisor Legacy Program providing a comprehensive end-to-end experience for advisors executing their succession plans.
- Oversee the Professional Practice consulting providing guidance and strategic leadership for consultants advisors and teams including financial management organizational design team agreements and operating agreements.
- Leverage data and metrics to evaluate program impact track performance and make data-driven adjustments to meet organizational and field objectives.
- Develop integration strategies that ensure seamless transitions for clients and advisors post-teaming and acquisition driving measurable growth in practice capacity and profitability.
QUALIFICATIONS & SKILLS:
Required:
- Bachelors degree in finance business administration or a related field; advanced degree or designation (e.g. MBA CFP) preferred.
- A minimum of 7 years of experience in financial services with a focus on teaming succession planning mergers and acquisitions or a related field.
- A minimum of 3 years of experience coaching and leading teams with a proven ability to develop talent and drive performance in a high-stakes environment.
- Demonstrated ability to coach advisors on practice management and teaming expectations with a focus on readiness and capability for successful succession and acquisition plans.
- Ability to identify and analyze trends in advisor teaming succession and acquisition planning to drive data-informed strategies.
- In-depth knowledge of succession planning practice mergers acquisitions and best practices in structuring transition planning programs.
- Proven ability to manage complex overlapping transitions while maintaining exceptional service and experience standards for all stakeholders.
- Strong understanding of practice valuations industry trends and the financial principles underpinning advisor business transitions.
- Familiarity with advisor business models client retention strategies and regulatory considerations affecting succession and acquisition plans.
- Exceptional problem-solving and analytical abilities to navigate and resolve transition-related challenges.
- Strong interpersonal and communication skills to engage and educate advisors stakeholders and cross-functional teams effectively.
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
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