Complex Investment Solutions Manager
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Job Location:
Minneapolis, MN - USA
Yearly Salary:
$ 124010 - 167778
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Complex Investment Solutions Manager is responsible for playing a lead role in providing sales support to Thrivent Financial Associates (FAs) across the ecosystem and through all channels (e.g. NPG TAN Career Virtual etc.). A priority of this position is to provide strategic product leadership and to develop and deliver training on complex investment products. This position will involve consulting with Thrivent FAs on their use of complex investment products and solutions which requires a thorough understanding of alternative investments digital assets and other securities that fall under the complex products umbrella. The Complex Investment Solutions Manager is responsible for having an in-depth knowledge of a broad array of complex investment products and solutions. Additionally the Manager is responsible for partnering with Thrivent Asset Management in the development and distribution of proprietary investment products. The Manager is also responsible for distribution of sales strategy for proprietary investment products within Thrivents investment advisory services.
DUTIES & RESPONSIBILITIES:
Managesdistribution complex product execution with alignment to overall business strategy.
Playsa lead role in providingin-depth subject matterexpertiseon a wide variety ofcomplex investment products and solutions including private credit private equity hedge funds structured products real assets exchangefundsand crypto currency securities.
Provides comprehensive sales support to Financial Associates (FAs) and will at times present jointly with FAs to clients on complex investment products and solutions often tailored to more sophisticated investors with more complex needs
Evaluatesmarket trends competitor offerings and investor demand to develop innovative product concepts.
Overseesthe structuring launch and ongoing lifecycle management of alternative investment vehicles
Partnerswith investment teams to translate strategies into marketable products
Collaborateswith senior leadership distribution GCO POMoperations product manufacturing wholesaling andmarketing teams to bring products to market efficiently and effectivelyand in alignment with the organizations product strategy.
Ensuresall complex products meet applicable regulatory requirements and internal governance standards.
Develops and executes training sessionsfor FAs and HO personnelon complex investment products and solutions and their benefits and risks in client portfolios.
Worksclosely with due diligence analysts and usesknowledge of complex investments to inform the offering strategy of the various investment products based on FAand client experience.
Maintains understanding of advanced market and retirement concepts and analysis features.
Understands the needs of the FAs and their clients toassistthem in determiningappropriate complexinvestment product solution strategies. Worksjointly with other Thrivent departments to bringexpertiseand solutions to the FAs.
Developsenhanced relationships with FAs toassistin coaching and mentoring FAs to enhance productivity and business efficiency.
Workswithappropriate partiesto be an advocate for the needs of the FAs.
RepresentsBD and IA Services as a subject matter expert on projects related to complex products and solutions.
Responsiblefor partnering with Thrivent Asset Management in the development and distribution of proprietary investment products.
Responsible fordistributionsales strategy for proprietary investment products within Thrivents investment advisory services.
Models Thrivents leadership competencies Model the Way Rally the Team and Deliver Outcomes.
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 thatrepresentsthe Thrivent purpose promise and values ensuring that Thrivents trust and reputation remain strong with its clients.
Describebelowthe audiencethis role will interact withand level of influencethey willhave on those roles.
Legal and Compliance to modify TIMI policies as needed
Due Diligence Analysts to inform the offering strategy
FAs (field leadership) to provide sales support on complex investment products and solutions
Senior and Executive Leaders
QUALIFICATIONS & SKILLS:
Required:
College degree
Minimum of 7 years of successful direct sellingand/or salessupport experience with complex investment products (e.g. alternative investments cryptocurrencies etc.)
FINRA SIE Series 7 and 63/65 or 66or obtained within90 daysof hire/transfer.
In depthknowledge of private markets andcrypto currencymarkets.
In depthknowledge of advanced sales solutions.
Understanding ofdifferent distribution channels.
Expert level of knowledge about financial markets and the investment industry.
Expert level of knowledge about all programs and services available to FAs through the brokerage platform
Strong statistical and analytical skills.
Ability to transfer knowledge in a manner that motivates FAs totake action.
Demonstrated analytical ability and human relations skills.
Ability toanticipateneeds and actquicklytaking ownership of decisions that are made.
Proventrack recordof launching successful financial products and scaling distribution.
Strong executive presence and ability toinfluence atsenior levels both internally and externally.
Experience managing P&L and making data-driven business decisions.
Excellent verbal and written communication skills including presentation development and delivery.
Preferred:
MBA
Financial services advanced designation preferred - (ie.ChFC CFP CAIA)
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
Key Skills
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.
