Platform Owner Strategic Investment Platforms
Minneapolis, MN - USA
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
The Platform Owner Strategic Investment Platforms is accountable for driving value realization from our strategic investment platforms including BlackRocks Aladdin Enterprise Bloomberg and FactSet by optimizing adoption and utilization reducing friction in front-office workflows and ensuring delivery of vendor roadmap commitments end-to-end. Reporting to the Director Investments Technology & Data this role is accountable for building strong vendor partnerships coordinating vendor-led and internally led initiatives and partnering with front office stakeholders to drive adoption and measurable improvements in investment workflows and business outcomes.
The Platform Owner operates with a high degree of autonomy and judgment partnering closely with vendors product owners engineering teams investment systems analysts (ISAs) market data and vendor management teams and front-office and investment operations leaders. This role also partners closely with designated IT Asset Owners and ISAs on service health incidents and compliance topics to ensure vendor engagement and business communications are effective.
The Platform Owner focuses on orchestrating cross-functional execution establishing effective operating cadences communicating priorities and decisions and ensuring vendor commitments translate into usable capabilities for Thrivent.
Job Responsibilities and Duties
- Own strategic vendor partnerships for AladdinBloombergand FactSetto ensure strong service clear accountability andtimelyoutcomes.
- Establish and run vendor governance andoperatingcadences driving decisions execution follow-through and delivery against commitments.
- Provide leadership-ready readouts and support escalations partnering with the Director Investments Technology & Data as needed for senior-level vendor engagement.
- Translate business strategy and workflow needs into vendor roadmap inputs and prioritization advocacy ensuring Thrivent priorities are represented.
- Coordinate cross-platform alignment where vendor capabilities overlap ensuring a cohesive user experience and intended business outcomes.
- Lead vendor-delivered enhancements andvalue delivery projectsend-to-end ensuring stakeholder alignment readiness adoption and value realization.
- Partner with front-office leaders to define success measures and drive adoption ensuring vendor initiatives improve decision-making efficiency and investment outcomes.
- Drive change management and enablement for platform enhancements including communications training coordination andmaintaininguser guidance/ documentation.
- Monitor and improve service health and performance using SLAs service metrics and user feedback; drive corrective actions with vendors in partnership with IT Asset Owners and ISAs.
- Lead vendor engagement and business communications during major incidents/ material disruptions partnering with IT incident leadership to restore service and ensure effective stakeholder updates.
- Coordinate vendor-related governance requests (e.g. access/entitlements controls audit inquiries) clarifying requirements and coordinating across IT owners ISAs market data and risk/compliance partners.
- Coordinate vendor risk resiliency and due diligence activities (e.g. SOC reviews) tracking remediation actions with risk/compliance and IT owners.
- Partner with vendor management/market data on commercial licensing and governance matters.
- Model Thrivents leadership competencies Model the Way Rally the Team and Deliver Outcomes.
- 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 finance information systemsor relateddiscipline.
- 7 years of experience in investment platform management vendor relationship management product/service delivery or related roles within asset management or financial services.
- Experience partnering with one or more strategic market data / investment platform vendors (Aladdin preferred; Bloomberg and/or FactSet a plus) to drive service outcomes and roadmap alignment.
- Demonstrated ability to coordinate cross-functional initiatives end-to-end (intake scope timeline communications risks/issues readiness and adoption) in a matrixed environment.
- Understanding ofbuy-side investment management workflows (portfolio management trading investment operations and risk/analytics) and the ability to translate workflow needs into vendor deliverables.
- Strong organizational prioritization and problem-solving skills with the ability to navigate ambiguity and make sound risk-based decisions.
- Excellent written and verbal communication skills withdemonstratedability to influence vendors and internal stakeholders and to communicateclearly during high-severity incidents/ material service disruptions.
Preferred:
- MBA or other advanceddegree.
- Professional certifications such as CFA or equivalent.
- Experience developing business cases success metrics and adoption plans for platform enhancements and vendor-delivered capabilities.
- Broad understanding of the end-to-end functions of an investment management organization and how strategic vendors enable those workflows.
- In office three days a week strongly preferred.
Additional Information
- This position requires you to work on-site in Minneapolis MN a minimum of three days a week.
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 $139139.00 - $188247.00 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.
Other
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.
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.