Financial Management Officer

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

The Financial Management Officer is responsible for the day-to-day management and administration of assigned investment management agency and IRA relationships within Thrivent Trust.

This role encompasses conducting essential administrative functions along with maintaining regular contact with clients and their financial advisors.

The Financial Management Officer proactively seeks develops and maintains client relationships by networking and collaborating with the business development team to acquire new clients.

This role also works closely with financial advisors to identify and pursue new business opportunities both within and outside the organization.

It is important to have a strong understanding of each clients unique needs to identify opportunities for cross-selling presenting personalized solutions that enhance the value offered.

Continuously reviewing the client base to uncover growth and revenue opportunities consolidating outside accounts by integrating Thrivent Trust offerings and ensuring clients receive comprehensive tailored support is critical.

Job Responsibilities and Duties

• Provide high-quality service to existing clients (and Financial Advisors) and develop new relationships to promote the growth and profitability of Thrivent Trust.
• Provide consistent exceptional client service in both written and verbal communication. This can be face-to-face over the telephone or via Teams or Zoom meetings.
• Engage in client meetings as a keyrelationshipcontact.
• Manage client requests for Agencies and IRAs
• Coordinate with external partners (Attorneys CPAs) and internal support partners (Compliance Investments and Middle Office) to ensureaccuratetimelyand efficient administration andto managerisk.
• Adhere to external regulations including the Office of the Comptroller of the Currency (OCC) internal standards guidelines policies and procedures.
• Call oncurrent and potential clients toidentifyand secure new business opportunities.
• Model Thrivents leadership competencies (Rally the Team Deliver Outcomes Model the Way) bydemonstratingresiliency working together to make the best decisions and holding yourself and others to work proactively with clients and fellow co-workers.
• Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement exceptional employee engagement and an unwavering commitment to our and/or support a culture thatrepresentsthe Thrivent purpose promise and values ensuring that Thrivents trust and reputation remain strong with its clients.

Job Qualifications

Required:

• Bachelors degree in business or related field.
• Minimum of 3 years trust administration financial services wealth management or related experience.
• Intermediate proficiency with Microsoft Office products specifically Microsoft Excel Word and Outlook and video conferencing platforms.
• Strong client service or customer service experience.
• Basic knowledge of investment products.
• Approximately 5% travel is required to meet prospective clients attend meetings support business development and cultivate long-term partnerships through client and committee engagement.

Preferred:

• Certified Financial Planner (CFP) Certified Trust & Fiduciary Advisor (CTFA) Certified IRA Services Professional (CISP) designations or other financial certifications supported and encouraged.
• Office of the Comptroller of the Currency (OCC) regulatory experience.

Additional Information

• This position allows a flexible work arrangement meaning you may work on-site and/or remotely from the Appleton WI or Minneapolis MN area.
• If you are located outside of the Appleton WI or Minneapolis MN areas we are open to someone who is able to travel as needed. Specifically this would require travel about six times a year whether quarterly or as business needs arise. We ask that you be flexible as there may be occasions when additional trips are necessary to support the team and ongoing project.

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 $81537.00 - $110315.00 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.