Senior Investment Product Specialist

Minneapolis, MN - USA

Yearly Salary: $ 94389 - 127703

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

We exist to help people achieve financial clarity. At Thrivent we believe money is a tool not a goal. Driven by a higher purpose at our core we are committed to providing financial advice investments insurance banking and generosity programs to help people make the most of all theyve been given.

At our core we are a membership-owned fraternal organization as well as a holistic financial services organization dedicated to serving the unique needs of our clients. We focus on their goals and priorities guiding them toward financial choices that will help them live the life they want todayand tomorrow.

Job Summary

Performs research and assists with the development and implementation of asset management marketing analysis strategies & plans for Thrivents investment products with an emphasis on mutual funds ETFs SMAs variable portfolios and discretionary managed account programs. Supports product team as it seeks to ensure that investment products are effectively positioned and promoted to financial representatives and institutional clients and prospects. Provides subject matter expertise on investment products and creates materials to help communicate the Thrivent Asset Management viewpoint on specific asset classes and the broader economic and financial market environment.

Job Responsibilities and Duties

Provide subject matter expertise on product lines and industry specific tools and systems in order to assist the field sales desk wholesalers and members of marketing and product management. Connect Thrivent Asset Management opinions and strategies with field-oriented materials and resources.
Assist in the day-to-day management and support of Thrivents product lines. This may include analyzing and monitoring investment options (including investment philosophy and process style drift and performance); producing marketing trade-related and performance materials; participating on quarterly teleconference updates or other field communications; answering internal and external questions; and maintaining required compliance documentation.
Serve as Product team data lead and collaborate with Investments Accounting Compliance Marketing and Digital teams and various other internal and external partners as needed.
Perform quality control data checks and produce time-sensitive monthly quarterly and ad-hoc reports used for marketing collateral and by senior leadership.
Assist with the development of sales ideas that motivate financial professionals to sell products irrespective of market or economic conditions and contribute to the effectiveness of Thrivents sales force by providing product support.
Perform investment product case analysis and model portfolio reviews in support of the Thrivent Asset Management business lines. These efforts may range from high-level to intermediate case analysis to assistance with advanced product applications or portfolio construction.
Contribute to the achievement of sales objectives by providing marketing support to the wholesaling and sales desk areas. This may be accomplished by researching maintaining and distributing current information on competitors products; developing product tips and ideas and providing other information as needed.
Contribute to ongoing product strategy and product development initiatives and help maintain competitiveness in product offerings by collaborating with Product Management colleagues and cross-functional teams as appropriate. Provide research and design assistance for new products and enhancements to existing products.

Job Qualifications

Required:

College degree plus 5-7 years of experience or a graduate business degree plus 3-5 years of experience.
Ten-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience.
FINRA SIE Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer.
Progress towards an advanced industry designation such as CFA ChFC CFP CIMA or CLU is preferred.
Must have strong investment acumen including knowledge of modern portfolio theory statistics.
Requires strong quantitative and analytical skills technical knowledge of the asset management discipline investment product subject matter expertise strong oral and written communication skills and the ability to influence others without direct control.

Preferred:

Knowledge and experience using investment-related software tools such as Morningstar Direct FactSet Aladdin ISS Market Intelligence Simfund Enterprise Bloomberg and/or Zephyr StyleADVISOR.
Strong Microsoft Excel and PowerPoint skills.

Additional Information

This position requires you to work on-site in Minneapolis MN a minimum of three days a week (currently Monday Tuesday and Wednesday).

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 $94389.00 - $127703.00 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:

Senior IC

Job Responsibilities and Duties

Provide subject matter expertise on product lines and industry specific tools and systems in order to assist the field sales desk wholesalers and members of marketing and product management. Connect Thrivent Asset Management opinions and strategies with field-oriented materials and resources.
Assist in the day-to-day management and support of Thrivents product lines. This may include analyzing and monitoring investment options (including investment philosophy and process style drift and performance); producing marketing trade-related and performance materials; participating on quarterly teleconference updates or other field communications; answering internal and external questions; and maintaining required compliance documentation.
Serve as Product team data lead and collaborate with Investments Accounting Compliance Marketing and Digital teams and various other internal and external partners as needed.
Perform quality control data checks and produce time-sensitive monthly quarterly and ad-hoc reports used for marketing collateral and by senior leadership.
Assist with the development of sales ideas that motivate financial professionals to sell products irrespective of market or economic conditions and contribute to the effectiveness of Thrivents sales force by providing product support.
Perform investment product case analysis and model portfolio reviews in support of the Thrivent Asset Management business lines. These efforts may range from high-level to intermediate case analysis to assistance with advanced product applications or portfolio construction.
Contribute to the achievement of sales objectives by providing marketing support to the wholesaling and sales desk areas. This may be accomplished by researching maintaining and distributing current information on competitors products; developing product tips and ideas and providing other information as needed.
Contribute to ongoing product strategy and product development initiatives and help maintain competitiveness in product offerings by collaborating with Product Management colleagues and cross-functional teams as appropriate. Provide research and design assistance for new products and enhancements to existing products.

Job Qualifications

Required:

College degree plus 5-7 years of experience or a graduate business degree plus 3-5 years of experience.
Ten-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience.
FINRA SIE Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer.
Progress towards an advanced industry designation such as CFA ChFC CFP CIMA or CLU is preferred.
Must have strong investment acumen including knowledge of modern portfolio theory statistics.
Requires strong quantitative and analytical skills technical knowledge of the asset management discipline investment product subject matter expertise strong oral and written communication skills and the ability to influence others without direct control.

Preferred:

Knowledge and experience using investment-related software tools such as Morningstar Direct FactSet Aladdin ISS Market Intelligence Simfund Enterprise Bloomberg and/or Zephyr StyleADVISOR.
Strong Microsoft Excel and PowerPoint skills.

Additional Information